CRM

b2cuser
Member

CRM filter: OR operator between properties

SOLVE

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 

 

1 Accepted solution
GuyTaylor
Solution
Guide

CRM filter: OR operator between properties

SOLVE

@sharonlicari Thanks for the mention, Sharon!

It took some effort to create a fast working 'OR' feature to filter contacts, but we did it @steinarslatten. I would be very happy to have you try us out: HubTags.

Adding this functionality for deals is on our official request list.

Cheers,
Guy

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19 Replies 19
GuyTaylor
Guide

CRM filter: OR operator between properties

SOLVE

@steinarslatten Thank you for the kind words!

You are exactly right. We have plans to have this work with both companies and deals aswell. The deals will be a bit challenging and time-intensive so we are releasing a update to make HubTags work with companies first. One to two weeks is when we hope to release the next update.

Cheers

0 Upvotes
steinarslatten
Participant

CRM filter: OR operator between properties

SOLVE

That looks great @GuyTaylor , hope you're able to implement it for deals as well (and I guess companies is a natural progression further on).

GuyTaylor
Solution
Guide

CRM filter: OR operator between properties

SOLVE

@sharonlicari Thanks for the mention, Sharon!

It took some effort to create a fast working 'OR' feature to filter contacts, but we did it @steinarslatten. I would be very happy to have you try us out: HubTags.

Adding this functionality for deals is on our official request list.

Cheers,
Guy

steinarslatten
Participant

CRM filter: OR operator between properties

SOLVE

Bumping this - still no news on using an OR operator for filters (especially on deals)? 

sharonlicari
Community Manager
Community Manager

CRM filter: OR operator between properties

SOLVE

Hey @steinarslatten 

 

Thank you for reaching out! At the moment this hasn't been implemented yet,  upvoting this idea here, as our product team is always monitoring our Ideas Forum. 

 

You can also try to use HubTags. for contacts, as far as I can see this is not available for deals at the moment. 

 

Best

Sharon 


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MMendel
Participant

CRM filter: OR operator between properties

SOLVE

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

sharonlicari
Community Manager
Community Manager

CRM filter: OR operator between properties

SOLVE

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


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GuyTaylor
Guide

CRM filter: OR operator between properties

SOLVE

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

OR filter.png

oliaskew
Participant

CRM filter: OR operator between properties

SOLVE

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
Community Manager

CRM filter: OR operator between properties

SOLVE

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

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miseman
Participant

CRM filter: OR operator between properties

SOLVE

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?

BastiSchuhl
Contributeur de premier rang

CRM filter: OR operator between properties

SOLVE

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!

msauter
Participant

CRM filter: OR operator between properties

SOLVE

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

jennysowyrda
Community Manager
Community Manager

CRM filter: OR operator between properties

SOLVE

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

H4ST3Y
Member

CRM filter: OR operator between properties

SOLVE
PamCotton
Community Manager
Community Manager

CRM filter: OR operator between properties

SOLVE

@H4ST3Y, Thank you for sharing your idea!

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palves
Participant

CRM filter: OR operator between properties

SOLVE

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

cortneyc
Participant

CRM filter: OR operator between properties

SOLVE

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

palves
Participant

CRM filter: OR operator between properties

SOLVE

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.