Search with customer number

[Wilkom]

Hello,

As part of my business, I need to configure hubspot with the ability to create a customer number by company and contact. I have already configured a property, but when I want to search by customer number, I have no result. I found a solution, it is to put the name of the company + the customer number together: "company - 00001", but it is not very practical.

Do you know another solution?

On the other hand, is it possible when I create a new company, that a contact is created automatically with the same data as the company?

Thanks for your help.

Sincerely Julien.

[jasonhsu]

So HubSpot believes that search by customer number is a feature that only enterprises should have access to by paying $3,200 a month. My client is a small, provincial, non-profit that works to improve the safety of the motor industry, I guess HubSpot decided that they don't deserve to search by customer number or whatever they choose to call the primary key then.

Does that make any sense to anyone?

[Fee_Lee]

There is a workaround I just figured out, go to Company, click more filter, select Company ID is equal to (xxxxxx) and the result will show.

[Phil_Vallender]

Hi @Wilkom 

Adding a custom property to HubSpot's internal search is, unfortunatly, an Enterprise feature. Company name is searchable by default, hence your workaround works. Notes is also searchable on both the company and contact objects, so you could put the number there.

Contacts can not automatically take the data from their associated company, that requires workflows, which are a pro feature, to copy the information from one record to another. 

Hope this helps.

[Wilkom]

thank you for your answer, I'll manage

[Phil_Vallender · Accepted solution]

You're welcome @Wilkom. 

If you are satisfied that I answered your quesiton, please consider marking it as solved.

Thanks, Phil.