HubSpot Ideas

llegault

Create default associations properties for each object to see when & what the association is

Currently there is no property to see the name of an association as well as the time/date they became associated. Users may contact Support to find out the time/date of an association. As well, users can only see the current associations and not a history of associations. Again, users may contact Support to find out this info.

 

I suggest creating read-only properties:

- Associated Contacts (as a company property and as a deal property)

- Associated Companies (as a contatc property and as a deal property)

- Associated Deals (as a contact proeprty and as a company property)

 

This way users can see in the app which objects are associated with other objects, when they became associated, and a history of any historical associations.

 

To be clear, there are already properties that are 'number field type' that tell us how many associations there are. I am suggesting to actually name & link to (if still existing) the object as a value in the property. Or at the least, the ID of the object...something that tells users which specific record(s) are currently and historically associated.

 

Thanks!

2 Comentarios
KBoettcher
HubSpot Employee

This would be very helpful in understanding the history of associated records! 

JenBergren
Guía

This would be helpful, if "associated date" was a property we could report on. I would love to be able to report on when an association happened. I use a custom object for referal partners so the date of the company being associated to it is a date we need to track and report on. Right now we have to track it manually in a Note. And then gather all that info quarterly to email the partners about who was referred to and from them. ick.