CRM filter: OR operator between properties

b2cuser
Member

I am looking for a way to add an OR operator between filter properties, say: City = New York OR State = New Jersey. Is that possible?

 

It's possible within the same property: 

https://knowledge.hubspot.com/articles/kcs_article/contacts/how-to-filter-with-an-or-operator 

 

14 Replies 14
jennysowyrda
Community Manager

Hey @b2cuser,

Thanks for the question!

It is not currently possible to sort by an "or" filter across multiple properties in the CRM filter area. If this is a functionality you would like to see in the CRM in the future, you can search, vote for or post this as a feature request on our ideas forum here: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

 

Thank you,

Jenny

palves
Participant

I've been wanting the OR for a long time.  

palves
Participant

Me too.  Another user just requested this as well as a favorites type of button.  Its something I requeste probably close to 2 years ago.

cortneyc
Participant

Me too! I think a couple people have suggested it now. I'm trying to find all these suggestions and vote them up! 

H4ST3Y
Member
PamCotton
Community Manager

@H4ST3Y, Thank you for sharing your idea!

Você sabia que a Comunidade está disponível em outros idiomas?
Participe de conversas regionais, alterando suas configurações de idioma !


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


msauter
Participant

We absolutely need to have this type of filter options. Thanks.

BastiSchuhl
Top Contributor

Can we get an update on if and when we might be able to expect this to be implemented? This seems to be an absolute standard feature in my opinion and I was very surprised when I realized earlier todaz that this is not possible. Thanks!

miseman
Participant

This is very necessary for the reporting we are doing, and seems like it should be a standard. Is there a potential workaround in the meantime other than running multiple reports?

oliaskew
Participant

Oh boy, rant incoming...

Why wouldn't there be an OR operator when filtering information????

 

I can barely believe how much our company is paying each month for this CRM when such simple features are either missing or reserved only for 'enterprise' clients. The professional plan is by no means cheap.

 

I need an OR operator for filtering deals because the simple ability to archive deals also seems to be missing.

 

This community area seems to be where good ideas go to die. For all my searching for answers as a newbie, I've not seen an example of a missing feature that's actually been implemented yet.

 

I'm so glad it was my boss' idea to adopt HubSpot and not mine. I'd be fearful of losing my job otherwise.

PamCotton
Community Manager

Hello @oliaskew,

 

Thank you for sharing your feedback, I would like to apologize for the frustrations, data issues, and business impact this has caused. My recommendation is to also upvote this idea here,

Upvoting here will alert our Product Team to the popularity of this request. Doing so will also auto-notify you if/when this functionality becomes available within HubSpot. You may read more about how that review process works here

 

Thank you!

Pam

Você sabia que a Comunidade está disponível em outros idiomas?
Participe de conversas regionais, alterando suas configurações de idioma !


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


GuyTaylor
Top Contributor

Using the OR filter is possible with HubTags. Image below:

OR filter.png

MMendel
Participant

Going on 4 years here...  think this is someting we could get done??  

sharonlicari
Community Manager

Hi @MMendel 

 

Welcome to the Community! 

 

Thank you for your feedback, as my colleague Pam mentioned, I'd recommend upvoting this idea here,as our product team is always monitoring our Ideas Forum. You may read more about how that review process works here

 

You can also use the suggestion @GuyTaylor made in the previous post! 

 

Thanks
Sharon


¿Sabías que la Comunidad está disponible en Español?
¡Participa hoy en conversaciones en el idioma de tu preferencia,cambiando el idioma en tus configuraciones!

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !