CRM

JGray30
Contributor

Filter out associated company (not a list a view)

SOLVE

I have a company view that i need to filter out all those records that do not have an associated company.   This is not a list, it is a view.

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Filter out associated company (not a list a view)

SOLVE

Hi @JGray30,

 

You would have to create an assisting list to accomplish, this is not possible directly. If you want to have a view of companies which are not associated to companies, you would do the following:

  1. Create a company list that filters for companies associated to companies (e.g. filter for "Create date is known" of associated company)
  2. Create a company view that filters for companies who are not a member of this list

Best regards

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

Beratungstermin mit Karsten vereinbaren

 

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2 Replies 2
BBaber
Contributor

Filter out associated company (not a list a view)

SOLVE

Hi @JGray30 👋

If you meant companies that don't have an associated contact, then you can do the following:

  1. Advanced Filters
  2. Number of associated contacts is equal to 0

 

If you indeed meant companies, the best way rather than a list is to make a new company property named "Number of associated companies"

  1. Field type: Rollup
  2. Rollup type: Count
  3. Number format: formatted number
  4. Choose the associated record type: Company
  5. Choose association labels: All association labels (or if you are looking for specific associations you can specify them here. Just change the name of the property for clarity "Number of associated x companies" 
  6. Choose the associated record property: Record ID

    Hope this helps 😀


karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Filter out associated company (not a list a view)

SOLVE

Hi @JGray30,

 

You would have to create an assisting list to accomplish, this is not possible directly. If you want to have a view of companies which are not associated to companies, you would do the following:

  1. Create a company list that filters for companies associated to companies (e.g. filter for "Create date is known" of associated company)
  2. Create a company view that filters for companies who are not a member of this list

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.