HubSpot Ideas

SteveJenns

Field Dependencies for Contact Properties

I would like to set up field dependencies for Contact Properties, to ensure that my Sales/Marketing team are updating contact details correctly.

 

For example, I would only want certain fields to be editable against a contact record if another field against the contact had a certain value.

 

Thanks!

Steve

312 Comentários
JEpstein1
Participante

I'd love this functionality on the deal level. The use case we have in mind is around deal source. Ideally, I would like to do two different fields for primary and secondary source. The primary source would be sometihing like partner, marketing, sales, etc. and the secondary would be a drill down based on the answer to the primary source. Ex. Primary source is partner, secondary source would be a list of partners to select from. This will greatly improve our ability to do direct revenue attribution.

LDavis1
Participante

Any updates on this????  This is such a game changer and is limiting my team

PRoss
Membro | Parceiro

This is badly needed. Use cases are numerous. 

JU
Membro

I second this! This is a very useful and highly requested feature!

PZonis1
Membro

Honestly, this is something that prevents people from using HubSpot as a CRM tool and choose platforms like Salesforce. This should be done and quickly. 

 

PZonis1
Membro

P.S. it shouldn't be exclusively for contact properties thought.  This is really needed for account (company) types. 

 

LCook
Membro

Agreed, we desperately need this functionality to support the ability to timestamp as a lead prgresses through each stge of our deal pipeline. Currently, when the sales team create a new deal, they are being presented with a long list of date fields for every deal stage meaning the room for error is high if they choose the wrong one. If this list of date fields could be filtered to only show the relevant one according to the deal stage that has been selected, it would be a HUGE improvement.

Prakhar
Participante

A post from 2017, 567 upvotes and we are still thinking about this..?


Yes, the Salesforce CRM sync looks incomplete without this.

Example use case being :

If the status of a contact is selected as "Disqualified"

Then a user needs to select "Disqualification Reason"

Then only they can save the record.. 

If we do not select the reason then it doesn't sync to Salesforce.

 

Another Example :

"Industry" being : Retail

Then "Subindustry" should be types of retail industries only. Let's say "Pharma Retail" or "Grocery Retail" and not "Trucking"

Without the validations - users select any random ones also.

This is very much needed to keep the data sanitized in all systems.

NToronto
Membro

Need this! So easy and seamless with Deal and Tickets, need for Contact and Company records as well!

EmmaClark
Membro

Totally agree with @Prakhar, our use case is very similar to one of theirs. 

 

On our contact records we have implemented a deletion request field for the sales team to select if the contact needs to be removed from our CRM. They also need to complete a 'deletion reason' so we understand why it's being removed. 

 

To ensure that this second 'deletion reason' field is completed we'd like it to be conditional on the population of the first field  - and required before the record can be saved. So if the deletion request field is set to 'yes', the record can only be saved if they have populated the 'deletion reason' field.

 

This functionality would greatly increase the consistency of data input for our team.

 

 

GMarks
Participante

Not sure if it falls directly in line with this idea, but I'd like to be able to require that certain teams complete required fields when adding contacts that may not apply to all of my teams adding contacts. For example, when sales is adding contacts to a deal, we need to have the billing and shipping addresses completed. However, if my technical support team is adding a support contact, those fields don't need to be required as those contacts would not be creating orders or associated with deals.

LFannin
Membro

This functionality would also be helpful in the ticketing side of things. For instance, having different resolution options based on the category of ticket.

RKistenfeger
Membro

@jeffvincent - Are there fundamental issues and/or architecture limitations creating this funtionallity? Backlogging this for 5 years concerns me that there are other factors besides "time".

 

Thoughts? 

GregZ
Membro

Yes please.  We NEED this - like yesterday.  When on-boarding new users, this comes up ALL THE TIME and it's difficult to explain why the CRM doesn't readily support this - especially to Executive leaders.

 

To be clear, this is needed for properties at large; not just on the Contact object.  Deals, Tickets, Companies, and even Custom Objects need this functionality.

JWebster_
Membro

Keeeen! This would be super helpful to keep data clean and provide our sales reps with a better user experience. 

 

Cheers team! 

Suzanne33
Participante

This would be great! I'm able to do this in forms, but it would be great to have the same option for records. In forms, I have a field called "Company Country" and if they fill out "Australia", then another field comes up with a dropdown of all the Australian states that they can select from. Love that capability. 

06734
Membro

Is needed! 

Antoine2
Participante

Hello,

Any updates since May ? Would really appreciate this feature.

thanks

PBrunschwig
Membro

+1! 

Ineshuergo1
Membro

Following!! This functionality is def a must for a CRM! How can it be Not currently planned??