CRM

JEriksson
Member

Sorting and viewing of contacts in the company card view

SOLVE

When you are viewing the contacts from your company card you see them on the right hand side where there is a maximum of 5 contacts. So 3 questions, are there any way of getting specific contacts to show up here, depending on for example a field value. Can you sort the list of the 5 showing? Can you get inactive contacts not to be shown? We're using Sales Starter and Marketing Hub Professional.

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

Sorting and viewing of contacts in the company card view

SOLVE

Hi @JEriksson,

 

This selection of contacts can currently not be changed or customized, unfortunately.

 

I found a request in the HubSpot Ideas section of the community, I'd recommend upvoting and commenting. The product team reviews these requests based on popularity.

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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2 Replies 2
JoseLitre
Participant

Sorting and viewing of contacts in the company card view

SOLVE

Our team is looking for a solution on being able to re-arrange or sort the 5 contacts displayed on the right side panel at the company level. Unfortunately below is an update from HS.

 

21 Oct 2021 - Response from HubSpot support about this idea: 

"When testing on company records in my own portal, I note that the associated contacts section in the company right sidebar defaults to ordering the contacts according to their create dates. Checking internally, our team confirmed that we use their contact ID more specifically (which is a proxy for create date, since the largest ID would be the most recently created contact).

There isn't a way just yet to update what property is used to order the associated contacts in the right sidebar, but I can see how this would certainly be valuable in cases where there are more than 5 associated contacts.

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

Sorting and viewing of contacts in the company card view

SOLVE

Hi @JEriksson,

 

This selection of contacts can currently not be changed or customized, unfortunately.

 

I found a request in the HubSpot Ideas section of the community, I'd recommend upvoting and commenting. The product team reviews these requests based on popularity.

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.