CRM

bjartek
Participant

Search criteria numbers company View

SOLVE

Hi!

I want to view customers on on comapany view with the postal code between 5000 an 6000. How do i get this argument in to the filter?

 

Thanxs!

 

BK

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Search criteria numbers company View

SOLVE

Hi @bjartek,

 

The postal code is a single-line text property and doesn't behave like a number property. Unfortunately that means that you cannot apply number filters.

 

If there aren't any postal codes that start with a 0, you could consider setting up a number property, copying the postal code from single-line text to number and then apply the number filters.

 

If you have a list of all postal codes from that range, you can also copy them into the postal code filter field by following these steps: https://community.hubspot.com/t5/CRM/Filtering-a-view-with-a-comma-separated-list-of-company-IDs/m-p...

 

Lastly, you could also consider exporting the companies, filtering in an Excel file, then re-importing the filtered companies so you can identify by import. (When re-importing, make sure to map the record ID to avoid duplicates.)

 

Let me know if you have any follow-up questions!

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

Beratungstermin mit Karsten vereinbaren

 

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

Search criteria numbers company View

SOLVE

Hi @bjartek,

 

The postal code is a single-line text property and doesn't behave like a number property. Unfortunately that means that you cannot apply number filters.

 

If there aren't any postal codes that start with a 0, you could consider setting up a number property, copying the postal code from single-line text to number and then apply the number filters.

 

If you have a list of all postal codes from that range, you can also copy them into the postal code filter field by following these steps: https://community.hubspot.com/t5/CRM/Filtering-a-view-with-a-comma-separated-list-of-company-IDs/m-p...

 

Lastly, you could also consider exporting the companies, filtering in an Excel file, then re-importing the filtered companies so you can identify by import. (When re-importing, make sure to map the record ID to avoid duplicates.)

 

Let me know if you have any follow-up questions!

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.

bjartek
Participant

Search criteria numbers company View

SOLVE

Thank you for the answer. I tried your first suggestion. We created a new number field on company. Then tried to automate with a workflow the copy process. The only problem is that the new field does not show up in available "field" to copy/paste in to. Seems like its only "standard" hubspot fields. Did i do anytging wrong when i created the new field?

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Search criteria numbers company View

SOLVE

Hi @bjartek,

 

Copying via workflow is unfortunately not possible directly, as its not a compatible copy action: https://knowledge.hubspot.com/workflows/compatible-source-and-target-properties-for-copying-property...

 

You would have to export and re-import into the new field here as well, unfortunately.

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 Upvotes