filter or sort deals by the date or time

[MMelech]

Dear all,

My main issue with HS is that I am unable to filter or sort my search results by date or time. It's particularly frustrating that this option does not exist for Deals. When dealing with a client who has numerous deals, I have no way of finding the specific one I am searching for. 

Thank you.

[karstenkoehler · Accepted solution]

@MMelech you can include deals again by following these steps: https://knowledge.hubspot.com/object-settings/customize-record-right-sidebar

[Linah4]

I second this, I find it very frustrating that HS randomly displays these deals in the company record. Is there not a way to sort these by default by the newest deal at the top, without having to click "View Associated Deals"?

[Lucila-Andimol · Accepted solution]

Hey @Linah4 and @MMelech 

right now with the new custom cards

you can have a custom report in the central column / timeline of any record

with the list of all the deals associated and ordered by the criteria you want, for example create date.

Here is a example on how you 'd see it:

Here is an article/guide on how you can customize this column

Hope this helps

[Linah4]

Thank you for pointing this out! I found it very helpful, and I think our team will find it more useful than having to load another page. Thank you!

[karstenkoehler]

Hi @MMelech,

When you navigate to a company record and click "View associated deals" in the right sidebar, you'll get a full list of deals.

In that list view, you can add columns for date properties that you'd like - and also sort by them, by clicking on the name of the date property in the table/view header.

So this exists, just not as part of the HubSpot search functionality.

Let me know if you need more detailed instructions!

[MMelech]

Thank you for the prompt reply!!
There is no view of deals associated with a company on the company page, although they can be seen in the deal tab or in the contact.

[karstenkoehler]

@MMelech are you not seeing this?

[MMelech]

No, I do not see deals on the company page

[karstenkoehler · Accepted solution]

@MMelech you can include deals again by following these steps: https://knowledge.hubspot.com/object-settings/customize-record-right-sidebar

[MMelech]

will work on that with our admin

thank you