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nychd
Colaborador

Company Name Field on Contact - Point?

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What is the point of the Company Name Field on a Contact? 

 

How should I be using it? 

1 Soluciones aceptada
crispyGTM
Solución
Asesor destacado | Partner nivel Diamond
Asesor destacado | Partner nivel Diamond

Company Name Field on Contact - Point?

resolver

@nychd  Great question! This mainly serves as a data point that is visible on the contact record, used in reporting, workflows, and more! 

 

It does seem a bit redundant to have a field on the contact level for company name if there is a company associated to the contact but it does help to have this data point accessible at a core contact level. 

 

If this post helped to solve what you were looking for, please mark this as an accepted solution. Happy HubSpotting!


Christopher Barnett - VP of Revenue at Aptitude 8


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8 Respuestas 8
SMichel3
Participante

Company Name Field on Contact - Point?

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Hi - I'm having the same issue. Please can someone explain the logic of having a 'Company name' free text field as well as the 'associated' Company (i.e. that is a lookup to existing companies)? And is there a way to hide / delete the free text 'Company name' field, as I think this would create confusion (i.e. people looking here rather than associated company, sometimes seeing blanks etc)?

jonmhalley
Participante

Company Name Field on Contact - Point?

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@BérangèreL I'm interested to see if there is a way to automatically update the Object: Contact Property: Company Name to reflect the Object: Company Property: Name (as in company name) if it's associated. Do you know of a way to do this?

crispyGTM
Solución
Asesor destacado | Partner nivel Diamond
Asesor destacado | Partner nivel Diamond

Company Name Field on Contact - Point?

resolver

@nychd  Great question! This mainly serves as a data point that is visible on the contact record, used in reporting, workflows, and more! 

 

It does seem a bit redundant to have a field on the contact level for company name if there is a company associated to the contact but it does help to have this data point accessible at a core contact level. 

 

If this post helped to solve what you were looking for, please mark this as an accepted solution. Happy HubSpotting!


Christopher Barnett - VP of Revenue at Aptitude 8


AAbuid
Miembro

Company Name Field on Contact - Point?

resolver

Hi Christopher,

 

On this topic, I have another question:
For some reason, some of my contacts have the company name property filled out, and some of them don't. Is this property filled out automatically by hubspot? If so, when does it get filled out?
I'm asking this because I have a custom report tha uses the company name field, and sometimes, for some data point, the company name field says "no data" and it's frustrating to have to go back and manually check each of the contacts and fill out the company name.
If i'm able to figure out what exactly triggers the company name to be filled out, I could fix the issue and not have to manually fix them everytime i have to update the report.

Thanks in advance!

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nychd
Colaborador

Company Name Field on Contact - Point?

resolver

Does it dynamically update when the primary company is changed? It doesn't seem to, but maybe I'm crazy.

 

In salesforce land we'd use a lookup for something like this. 

BérangèreL
Administrador de la comunidad
Administrador de la comunidad

Company Name Field on Contact - Point?

resolver

Hi @nychd and @MColao,

Thank you for reaching out to the Community!

Just to clarify, these are two separate and different things:

1/ There is the contact property "Company name"
Here is an article "HubSpot's default contact properties" that explains this property:

"Company name: the name of the contact's company. This is separate from the Name property of the contact's associated company, and the Associated company shown on the contacts index page. This property is not affected by automatic association or manual association and can be manually updated regardless of company associations."

2/ There is a company record that you can associate with the contact record.
I'd like to share these articles that explains how to associate records:

Automatically create and associate companies with contacts
Associate records

I hope it helps!

I also wanted to invite a couple of subject matter experts to this conversation @HubDoPete, @ChrisoKlepke and @Teun, do you have any suggestions on how to update automatically the contact property "company name" whenever you update the associated company, please?

If anybody else has anything to add and/or share, please feel free to join in the conversation 🙂

Have a lovely day!

Best,
Bérangère





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AAbuid
Miembro

Company Name Field on Contact - Point?

resolver

Hi Bérangère, 

I'm insterested in learning how to make this work:

 

"I also wanted to invite a couple of subject matter experts to this conversation @HubDoPete@ChrisoKlepke and @Teun, do you have any suggestions on how to update automatically the contact property "company name" whenever you update the associated company, please?"

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MColao
Miembro

Company Name Field on Contact - Point?

resolver

how do i have the company associated added to the contact section as it does not appear in the contact section

 

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