HubSpot Ideas

inigolekunberri

CRM > Edit Quick Filters

It would be very useful to have the ability to select different properties for quick filters, instead of default quick filters like Deal owner, Create date...

 

Captura de pantalla 2021-08-06 a las 9.16.07.png

 

22 Replies
coke
HubSpot Employee

This is a great idea and it would give our customers more power over the design of the tool. +1

GCampos
HubSpot Employee

Definitely a great idea that would improve flexibility on the product ! 

bruj02
Participant

+1 for this idea!

CAlbert1
Member

YESSS

 

CFalstad
Contributor

This would be AWESOME to have. Needing it right now, in fact.

ryleepowell
Participant

+1. Even if we only get a select few options based on property types or something, this would so nice. 

 

For example, in the Deals View:

We have "On Hold" as a Yes/No property instead Stage (provides better reporting), so for the reps to be able to quickly and easily toggle their Deal Pipeline views between All/Yes/No would be super helpful in prioritizing and streamlining their outreach. 

 

Yea, obviously they could do a custom filter, but the point is to remove the "presence of mind" variable; they don't have to think to do that if it's staring them in the face. 

Govarthan
Participant

@hubspot , please add this feature asap. It's an essential one and could reduce a lot of time and effort for the users.

DOatley
Participant

This is certainly a great idea and I also need it. I am curious to know why this has not been implemented after almost 2 years though, @hubspot please let us know when this is ready.

DAnderson4
Member

absolutely

ALauri
Member

Agreed! Such a powerful feature missing just a little bit of extra customization. The way it is right now though it's pretty much useless. 

jonweiner
Member

The idea of being able to add a custom list of properties to add to the filters would improve usability in a dramatic way. A huge hurdle in our world is exposing users to the custom properties we've setup for them. Mixing them in with EVERY other system level filter makes discovering the possibilities on their own impossible.

terrific
Member

This would be amazing! There is a similar feature in dashboards now, so it would be great to see it for contacts, companies and deals as well.

ECantini
Participant

great to be able to edit quick filters. Seems like it would be easy coding to include.

StefanLoncar
Member | Platinum Partner

This would be brilliant to have. I am all up for this idea! Please let us know once it is in development.

RAP_ELISA
Participant

Yes please. Reallly needed for custom objects

KSieverts
Participant

This is a no brainer and should be available across all objects. It's amazing for dashboards, let us use the same logic in other parts of HubSpot please! 🙂

KNirschl
Member

Customizable Quick Edit Filters would be really useful!

MWatermeyer
Participant

This is what we are looking for. We often filter for "related contact" and it would be nice to have a quick filter for that or the ability to edit the existing quick filters.

AMayo
Member

+1! Would be an excellent feature for us to have.

AMedlar
Member

PLEASE! We use mostly custom properties so most of these aren't even relevent for us!