Contact Search for Company Name doesn't show all contacts
SOLVE
2 Accepted solutions
Contact Search for Company Name doesn't show all contacts
SOLVEHi @JMckenzie4
Could you share some screenshots of how you search, the contacts and company records in question?
This might be something simple as an existing contact view filter being applied or something to do with associations.
Frank
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Contact Search for Company Name doesn't show all contacts
SOLVEHi @JMckenzie4,
Unintuitive as it may seem, the HubSpot search does not support a contact search for company name (neither the contact property for Company name, nor the name of the associated company record): https://knowledge.hubspot.com/contacts/search-within-your-hubspot-account#crm
According to the documentatoin, whatever the search is pulling, it's not the company name directly. It's finding some contacts based on notes, email subjects, associated tasks etc.
If you have access to workflows, you could theoretically create a new custom property for company name, make this property searchable and use a workflow to copy the name of the associated company into this field. (I agree, it shouldn't be that complicated.)
A generally better option for more reliable search is the filter option on index pages:
When the sidebar opens, search for 'company. Depending on whether you want the name of the associated record (Associated Company) or the contact property (Company name), click whichever suits. Type the company name and apply the filter.
If this is what you already did, make sure that there aren't any other filters active. These should show up once you click All filters and can then be removed.
Let me know if you have any follow-up questions!
| Karsten Köhler |
 | Did my post help answer your query? Help the community by marking it as a solution. |
Contact Search for Company Name doesn't show all contacts
SOLVEHi @JMckenzie4,
Unintuitive as it may seem, the HubSpot search does not support a contact search for company name (neither the contact property for Company name, nor the name of the associated company record): https://knowledge.hubspot.com/contacts/search-within-your-hubspot-account#crm
According to the documentatoin, whatever the search is pulling, it's not the company name directly. It's finding some contacts based on notes, email subjects, associated tasks etc.
If you have access to workflows, you could theoretically create a new custom property for company name, make this property searchable and use a workflow to copy the name of the associated company into this field. (I agree, it shouldn't be that complicated.)
A generally better option for more reliable search is the filter option on index pages:
When the sidebar opens, search for 'company. Depending on whether you want the name of the associated record (Associated Company) or the contact property (Company name), click whichever suits. Type the company name and apply the filter.
If this is what you already did, make sure that there aren't any other filters active. These should show up once you click All filters and can then be removed.
Let me know if you have any follow-up questions!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
Contact Search for Company Name doesn't show all contacts
SOLVEHi @JMckenzie4
Could you share some screenshots of how you search, the contacts and company records in question?
This might be something simple as an existing contact view filter being applied or something to do with associations.
Frank
Found my comment helpful? Great! Please mark it as a solution to help other community users.
|
