Associate products/show product associations on Company/Contact/Ticket records
Hi I would like to submit for Products not to be associated just to a deal. This information should be able to pull across to the company record, the contact level and then a workflow to tickets could be implemented.
This would mean that when a customer submits a support ticket then the company or contact record is connected to the ticket...if Products could pull through to the ticket my support team will then know which license the customer subscribes to and then the correct support can be given to the client as the support team will easily be able to view what license the customer has.
Hi folks, I just wanted to take a second and give an update on this idea. After doing discovery work with many of you to better understand the problems you're running into we've decided that more foundational work surrounding Products, Line Items, and other features is required before we can adequately address these concerns. As such, I'm moving this idea back into Submitted state until we feel that we have the capabilities to deliver on this solution long-term for our customers.
Hey folks - my name is Ethan and I'm the product manager for the Products and Line Items team. I just wanted you to know that my last status update (i.e. that we will achieve this feature by using Commerce objects (e.g. Deals, Subscriptions, Custom Objects) to connect Line Items to thinks like Companies or Tickets or Contacts) remains true. We don't plan on having Line Items connected directly to contacts, companies, or tickets.
As a sidenote, I'll be updating the top Ideas associated with Products and Line Items ~once per quarter going forward. I will include (1) whether or not a feature is on the roadmap for that quarter or not and (2) what our rollout plan for that feature is (e.g. will there be a beta or not). If you have feedback about additional information I could include in these updates, drop a note here. If I see a theme, I'll adjust my updates to address that.
I won't be doing this for everyidea, but most ideas above 25 kudos will get that treatment.
Hey folks - the short answer here is that we're looking into how to solve this problem by having Line Items (i.e. Products that are on a quote/deal) be associated with Orders or Subscriptions, which would then make them associated with Tickets or Contacts or Companies associated with those Orders or Subscriptions. Think of the Order or Subscription like a bridge between the Line Item and the ticket/contact/company.
Currently in the porting process to move over from Dynamics to Hubspot and need to setup our Product list and really need this to be associated to the Comapnies section so we can easily have the Suppliers listed and look at their range and report more effectively
To be able to send a marketing email to a segmented customer list based on a specific product they have purchased must be a PRIMARY function for any CRM system, correct?
Is there any update on the development of this feature?
Would be interested to track the products being bought by individual clients, or those that they may be interested in. Not every product is/will need to be packed in a deal
Is there any update on this? Will be ideal to track products bought, or client's interest in individual product as not every product will have to be packaged in a deal.
