CRM

alex-samuilov
Participant

Filter by the "more than X days ago"

Résolue

Hello,

 

I want to create a View in which contacts will be filtered if the "Last contacted" property is more than X days ago. I noticed that there is no such option in a regular filter, but only when creating a List. What could be the reason for such a difference, and are there any ways to filter in this way without using a List?

0 Votes
2 Solutions acceptées
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Filter by the "more than X days ago"

Résolue

Hi @alex-samuilov,

 

You're correct, filtering via list membership is currently the only option.

 

Other users have already requested better filtering options:

Date-filters: Improve Options Across all of Hubspot [Master Idea]

Filter using relative date values ("TODAY" etc.)

 

I'd recommend upvoting and commenting. Both requests have good traction already. (The product team reviews these requests based on their popularity.)

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

Voir la solution dans l'envoi d'origine

0 Votes
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Filter by the "more than X days ago"

Résolue

Hi @alex-samuilov.

 

Good news, HubSpot has made an update this week 🙂

 

(So finally, after a year, your original query is solved.)

 

Have a great day!

 

PS. If you could mark my reply as an accepted solution, I'd appreciate that.

 

COMPANIES | DEALS | TICKETS | CONTACTS | CUSTOM OBJECTS

[Live] New Filters for Date Properties on Object Index Pages

Mar 28, 2023
 

What is it?

When filtering by date on your object index pages, you now have the option to apply "is more/less than [x] days ago" criteria.

 

Why does it matter?

Prior to this release, filtering by dates on a rolling basis in the object index pages was pretty tough to do. For example:

  • If you wanted to see all of your contacts who were created in the last 7 days, you had to select a date last week in the calendar input, then update that filter every day so that it continued to represent the previous 7 days from today's date. 👎

By allowing you specify the number of days before or after a specific date, you can easily segment for the records that were created in a given time frame. Using the same example above, you'll now be able to apply the following criteria:

  • [Create Date] [is less than] [7] [days ago]

From there you can just save the view and move on to your next to-do list item, saving you time and unnecessary frustration!

 

How does it work?

To start using these filters:

  1. Navigate to any of your object index pages.
  2. Select All filters.
  3. Select any date property (e.g., "Became a customer date").

Once you've selected the date property you'd like to filter on, you will see the new options for "is more than" and "is less than." Click the blue text next to change "day(s) ago" to "day(s) from now" and enter the number of days you wish to search on.

 

Who gets it?

This feature is available to all HubSpot customers.


Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

Voir la solution dans l'envoi d'origine

0 Votes
6 Réponses
DStaat
Participant

Filter by the "more than X days ago"

Résolue

Hey @alex-samuilov,

Have you heard of Tick Tock Today? It's an app that creates a today's date property for your objects. It's available on the HubSpot Marketplace.

DStaat_0-1696450225252.png

 


You could use this property to create a time between property using today's date and the contact's last contacted date. You could filter based on that! There's a blog post going over how to to that here.


If you have any questions, feel free to reach out. I'd be happy to hop on a call with you!

Best,

-David Staat

alex-samuilov
Participant

Filter by the "more than X days ago"

Résolue

Hey David,

 

Sounds like a plan, thank you!

0 Votes
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Filter by the "more than X days ago"

Résolue

Hi @alex-samuilov.

 

Good news, HubSpot has made an update this week 🙂

 

(So finally, after a year, your original query is solved.)

 

Have a great day!

 

PS. If you could mark my reply as an accepted solution, I'd appreciate that.

 

COMPANIES | DEALS | TICKETS | CONTACTS | CUSTOM OBJECTS

[Live] New Filters for Date Properties on Object Index Pages

Mar 28, 2023
 

What is it?

When filtering by date on your object index pages, you now have the option to apply "is more/less than [x] days ago" criteria.

 

Why does it matter?

Prior to this release, filtering by dates on a rolling basis in the object index pages was pretty tough to do. For example:

  • If you wanted to see all of your contacts who were created in the last 7 days, you had to select a date last week in the calendar input, then update that filter every day so that it continued to represent the previous 7 days from today's date. 👎

By allowing you specify the number of days before or after a specific date, you can easily segment for the records that were created in a given time frame. Using the same example above, you'll now be able to apply the following criteria:

  • [Create Date] [is less than] [7] [days ago]

From there you can just save the view and move on to your next to-do list item, saving you time and unnecessary frustration!

 

How does it work?

To start using these filters:

  1. Navigate to any of your object index pages.
  2. Select All filters.
  3. Select any date property (e.g., "Became a customer date").

Once you've selected the date property you'd like to filter on, you will see the new options for "is more than" and "is less than." Click the blue text next to change "day(s) ago" to "day(s) from now" and enter the number of days you wish to search on.

 

Who gets it?

This feature is available to all HubSpot customers.


Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Votes
pince101
Participant

Filter by the "more than X days ago"

Résolue

@karstenkoehler wonderful that the "more than x days ago" filter was added but I'm unable to find it when looking at filters for contacts or deals. I tried testing different "date" fields and don't see the new option you're referring to. Screenshot of the filter options for Deals->Actual Close Date below. Is the feature rolled out to everyone or am I missing something?

Thanks!

 

Screen Shot 2023-04-03 at 4.03.22 PM.png

0 Votes
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Filter by the "more than X days ago"

Résolue

Hi @alex-samuilov,

 

You're correct, filtering via list membership is currently the only option.

 

Other users have already requested better filtering options:

Date-filters: Improve Options Across all of Hubspot [Master Idea]

Filter using relative date values ("TODAY" etc.)

 

I'd recommend upvoting and commenting. Both requests have good traction already. (The product team reviews these requests based on their popularity.)

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Votes
alex-samuilov
Participant

Filter by the "more than X days ago"

Résolue

Thank you, just upvoted!

0 Votes