HubSpot Ideas

tg52

Child company filter in parent company record

Without any global view of activities for a given parent company, I find the parent/child associations of limited value - forcing me to go into each child company to see associated activity/deals/tickets...

 

Would be great for a filter to appear in all parent companies to select from their child companies - once selected this would refresh the activities listed + associated deals / tickets.

 

 

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3 Replies
MattDavirro
Participant

I second this idea. Need to see a centralized view of all activities of all related child/parent companies. Otherwise I don't see the value in the Parent/Child function?

NicoleT
Contributor

I agree. We have a national team that needs to see all activity across entire account, but our field team needs to see activity at their local store level only.

 

Without this kind of association, the parent/child relationship is useless in my opinion. We have to create workarounds with deals which isn't ideal. 

CGlen
Member

This would be good also to have as a filter to show that a company is a child company, which then can be used for reprts.