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HubSpot Ideas

romi

Add more info to Add existing record Search & Results

When adding and associating an existing record you can only search and view the record name.

 

This causes loads of problems when you have lots of records with the same or similar names.

 

There are 3x ideas here in order of priority...

1 - allow search by record ID

2 - add record ID to the search results

3 - allow the customisation of what properties show in search results

7 Kommentare
JBrake
Stratege/Strategin | Elite Partner

Search by record ID (hs_object_id) yes YES YAS!

SteveHTM
Autorität

What does the community feel about the potential for using the object schema API calls: CRM | custom objects (hubspot.com) to add extra searchable properties to an existing object here? This works very well for custom objects I have found, but seems like it may have potential for standard objects as well.

NCO
Stratege/Strategin

100% to this!
Or in the search results, populate both the primary record name and the secondary record name to help differenciate.

MChvatal1
Mitglied

Yes, please add this to the pipeline! It's baffling that record ID is not a searchable field nor can it be one of our 3 picks for searching. We too have very similar deal names and custom object names. It would be so much faster to search by record ID and not have to read through results to get to the correct record. 

For others with this issue, a workaround is to filter by record ID in the main list view, but it's more time consuming than copy/pasting into the main search bar. 

Jaynums
Mitwirkender/Mitwirkende

This would be very helpful - at the moment the view is very cluttered for us when associating companies as we cannot easily see location which is a key differentiater

OllieS
Teilnehmer/-in

Would be so helpful. Why on earth you can't search within any of the fields you define as searchable within this part of HubSpot is bonkers to me!!!!

AlexBril
Mitwirkender/Mitwirkende | Diamond Partner

Please make it so we can add properties (with a max to not make it to cluttered) of the associated record.

So for example in the case below we want to associate a 'Family' but without a 'City' and 'Street address' clicking the right one is undoable (need to click every record to a new browser page to check)

AlexBril_0-1752479551668.png

 

Something like we have for other record card customization would really help and seems like a quick fix for this particular purpose:

AlexBril_1-1752479740512.png