CRM

reasonover
Member

How to sort contacts by associated company?

SOLVE

In a contact view, I can add column "Associated Company" but I cannot sort my contacts in alphabetical order by "Associated Company". How can I do this? I'd like to bulk add street addresses to my contacts, and that would be the easiest way to sort. But I can't!

1 Accepted solution
Josh
Solution
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

How to sort contacts by associated company?

SOLVE
Spoiler
Hi @reasonover,

The best case scenario here would be to add a filter for associated company and you can then choose all contacts that meet the criteria of the filter and change the street address in bulk that way.

Your other option is to upload a CSV file, but depending on the number of contacts we're talking here, I'd probably go the filter route.

Josh



Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

View solution in original post

9 Replies 9
CPeck414
Participant

How to sort contacts by associated company?

SOLVE

Agreed. This is infuriating and makes it so complicated for me to do outreach since we often are in contact with multiple contacts from the same company. Please add this feature. It's literally the only item in the filter views I use that is not sortable. 

rjenkinsjmu
Member

How to sort contacts by associated company?

SOLVE

How come we can sort contacts by essentially any attribute besides Primary Company? This seems like a very basic function that should be in place and would save me a lot of time. Please fix this.

DCorcoran3
Participant

How to sort contacts by associated company?

SOLVE

I would like to upvote prioritizing adding this basic functionality (sort contacts alphabetically by associated company) . It's a fairly important view and should be available.

JDLee
Participant

How to sort contacts by associated company?

SOLVE

Agreed, not sure why it would be hard to make the 'Associated Company' sortable. 

DavidKubovsky
Participant

How to sort contacts by associated company?

SOLVE

Great question! In this case you could add the column "Company Name" to your view and then sort based on that information – Create, customize, and manage your saved views
feel free to check out HubSpot's default contact properties to see which further columns you can add and sort by, or filter.

Sorting based on Company Name was also suggested here: https://community.hubspot.com/t5/CRM/Sorting-contacts-by-Associated-Company-is-not-working/m-p/12888...

0 Upvotes
sarahbroderick
Participant

How to sort contacts by associated company?

SOLVE

Hi David - Appreciate your input on this, however what you've suggested doesn't address the existing problem with Associated Company not being a sortable property. As Associated Company is a property populated by Hubspot automatically based on the company URL, it's the property I'd Iike to use for sorting. The alternative suggested with Company Name creates work as the property that needs to be either populated manually or by using a workflow to populate - sadly the workflow doesn't always work (we've implemented it and the fail rate is about 30-35%) and I then have to audit regularly. It's a work-around, but not the solid fix that sorting by Associated Company would provide.

 

Appreciate the effort - however, if you work at HubSpot, please advise this still is not Resolved and many clients would like the functionality. Cheers! 

sarahbroderick
Participant

How to sort contacts by associated company?

SOLVE

This is quite puzzling - and not Solved...

 

This is causing massive FRICTION for our team's processes. I've been able to do this functionality in other CRMs and feels like a let down not to be able to in HubSpot as I really like the system.

 

Please, Please, Please address this functionality - particularly with so many posts and people supporting this ask. 

 

Please 🙂

Josh
Solution
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

How to sort contacts by associated company?

SOLVE
Spoiler
Hi @reasonover,

The best case scenario here would be to add a filter for associated company and you can then choose all contacts that meet the criteria of the filter and change the street address in bulk that way.

Your other option is to upload a CSV file, but depending on the number of contacts we're talking here, I'd probably go the filter route.

Josh



Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

TEhr
Participant

How to sort contacts by associated company?

SOLVE

@sarahbroderick @Josh  Is sorting contacts in hubspot possible by now? I need to fix the correct person at the top of the contact list! 🙂