Customise or filter objects in (customised) CRM view

[Jobdelbosco]

Hey all,

Are you also facing the issue where information from objects in the Custom View is presented in an unstructured and cluttered manner?

Problem Introduction: As an international sales&service organization, we’ve been working with companies in our network for 70 years. With some companies, we work with multiple departments on various deals simultaneously.

Within the HubSpot structure, Standard object cards (right side of CRM) cannot be filtered, leading to the following issues:

1. ALL contacts are shown (even those labeled "Retired").
2. ALL deals are visible (Open/Order/No-order).
3. All Custom Objects (in our case, special projects and delivered machines) are displayed.

Some companies have had over 100+ persons, deals, or projects. Due to the lack of filtering or sorting, outdated or irrelevant persons, deals, or Custom Objects are listed at the top.

The system should allow us to see only relevant information from objects:

1. Only contacts without the "Retired" label.
   • HubSpot is our critical database, and we want to keep historical data, even retired people.
2. A filter that only displays open deals under the Objects card.
3. A sorting filter (e.g. showing the most recently created date at the top).

I attempted to create a center tab view in the Sandbox alongside "Overview" and "Activities" that meets our needs. Center tabs are useful because they allow filtering and sorting, such as:

• Visibility of only Open Deals.
• Visibility of active contacts (non-retired). 

Unfortunately, this tab only displays 5 rows/records, which is not a viable solution.

Idea:

To make the Object overview more useful, it should include a filter or sorting feature, quite similar as the "Advanced Filter".

To make the center tab of the Custom view more useful, a choice of 10/100 records should be included, similar to Lists or Reports.

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Let me know if you are facing the same issues or if you have a solution/Work around.

BR, Job