CRM

supasnyder
Participant

Showing Companies field on contact lists

Résolue

I added a Company Property - called "Number of locations" 
Then for CompanyX, I added 44 as the "Number of locations" 
I then have 10 contacts at CompanyX

 

How can I show that "Number of locations" Company Property on the Contact property list and/or when I export it?

I want to avoid having to create "Number of Locations" as a Contact Property because then presumably I would have to enter the Number of locations for each contact AND if the number of locations changed from 44 to 75, I would have to update all 10 contacts.  vs. just updating the Company Property once.  But I need to be able to see the "Number of Locations" on the Contact list

 

Any help is greatly appreciated! 

 

 

1 Solution acceptée
MFrankJohnson
Solution
Leader d'opinion

Showing Companies field on contact lists

Résolue

We can't co-mingle contact properties AND company properties in a Contact view.
HubSpot doesn't work like that.


Step-by-Step

-1- Create a Contact property -- e.g., "Number of Locations" (same type as the Company property).
-2- Setup a workflow to copy the Company property to all associated Contact properties whenever updated (within the past 1 day)

 

OR

2022 update (using the custom report builder) ...

Build a cross-object (contacts and companies) table report showing the properties you'd like to see for both contacts and companies!

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com

Voir la solution dans l'envoi d'origine

10 Réponses
NArtadi
Contributeur

Showing Companies field on contact lists

Résolue

any update on this? We also need this.

0 Votes
HPaulMetcalf
Participant

Showing Companies field on contact lists

Résolue

If you can show the associated company in a view, it's one additional step to show the company property from the associated company. This would be helpful for data cleanliness and maintaining a single source of truth.

leoncalverley
Participant

Showing Companies field on contact lists

Résolue

Frustrating, I have a similar requirement. 
(I want to show a "customer type - ie lapsed/current" on a contact list.)
It's irritating that HubSpot doesn't work like that, as you say Frank... but it IS the way that all relational databases work at their heart... 

MFrankJohnson
Solution
Leader d'opinion

Showing Companies field on contact lists

Résolue

We can't co-mingle contact properties AND company properties in a Contact view.
HubSpot doesn't work like that.


Step-by-Step

-1- Create a Contact property -- e.g., "Number of Locations" (same type as the Company property).
-2- Setup a workflow to copy the Company property to all associated Contact properties whenever updated (within the past 1 day)

 

OR

2022 update (using the custom report builder) ...

Build a cross-object (contacts and companies) table report showing the properties you'd like to see for both contacts and companies!

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
LeifRask
Participant

Showing Companies field on contact lists

Résolue

Hi Frank - Showing associated company fields on a contact list is such an obvious need, I am simply amazed that Hubspot can't do that. i've been using Hubspot for a week and already run into this during initial setup. As the primary company is associated with the contact, I would assume that fields for that primary company could be added, but no. There are so many obvious uses for this - a Company's industry for e.g., so you can set which industry the contacts work in. The main company phone number, etc., etc.

0 Votes
LeifRask
Participant

Showing Companies field on contact lists

Résolue

A bit more.... asking community to upvote product ideas isn't a good idea. I don't care how many people upvote this, it just is a missing piece of your system that I need to find a workaround for.

0 Votes
Notatechie
Membre

Showing Companies field on contact lists

Résolue

Yeah Frank, how about this: I simply want to see when a company was recently invoiced so I don't do a weekly follow up with that company's contact. 

If I could see a column view of that company property in my contacts view, this would greatly help. 

I don't understand what setting up a workflow to copy even means. I'm simply using a technology tool for my job but I am not tech saavy and this would be so simple to be able to edit my colums in my contact view to add a company property column. 

Would make my simple non techie brain be very happy instead of very frustrated. 

0 Votes
PamCotton
Gestionnaire de communauté
Gestionnaire de communauté

Showing Companies field on contact lists

Résolue

Hey @Notatechie,

 

Thank you for reaching out! It sounds like you have a specific need regarding viewing recent invoicing information for companies in your contact lists.

 

To ensure we address your request accurately, could you please create a new post outlining your requirements in detail? This will enable us to provide you with the most relevant and helpful assistance tailored to your needs.

 

Feel free to include any additional information or screenshots that can assist us in understanding your request better.

 

Looking forward to hearing from you and assisting further!

 

Kindly,

Pam

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0 Votes
DamienBouche
Participant

Showing Companies field on contact lists

Résolue

This is so bad in terms of data quality... Duplicating everything when it could just be inherited

TuMa
Contributeur

Showing Companies field on contact lists

Résolue

Agreed with @DamienBouche ! Is there a solution for this?

0 Votes