HubSpot Ideas

SFox12

Filter by Association Label

We really need the ability to filter by association label outside of creating a list. If a company has more than 5 contacts associated, then currently we have to create a list and filter by company and association label to view the contacts with a specific label. It would be way easier to click "View More Contacts" and be able to view association labels from the Contacts view.

35 Replies
rstober
Participant

Totally agree. Our sales reps need to be able to filter their territory by decision makers (label) and now we have to create a million contact lists to accommodate those requests. 

scibelli
Participant

I agree on filtering outside lists! My use case is actually for deals, but it'd be great to have that same functionality in lists available as if it was a field on the contact or company lists as well as on the deal dashboard.

TDeiulis
Member

I am looking for the same functionility. Our Sales and Success reps deal with specific contacts within Company's with many contacts. The ability to filter the Contacts list by association label is critical. Without the ability to use associations labels to filter, another field has to be used in order to support filtering by the same data.

VEspo
Top Contributor

We need the same thing -- we have association labels such as Active member, Staff, etc.  Need a way to pull just active member contacts and their associated companies

Sdiddy407
Contributor

Yes please, this is vital for our team.

KKeyser
Contributor

Absolutely agree - please implement!

 

kellier
Participant

We'd also really benefit from being able to filter within the contacts list by association label.

LWessels
Member

The association label is functionally useless without the ability to filter on it. Please implement!!

LucHendrikx
Participant

We also need this functionality urgently!

jaybaum
Contributor

Neeeed this! Especially when we have many contacts associated to a company. You can view their association labels on the company record, but as soon as you open all of the companies contacts in the table view, you cant see assocation labels therefore rendering them useless. 

SKolka
Member

We desperately need this 

KMulligan9
Member

This is huge, yes, please!

jconsing
HubSpot Employee
Hello all, my name's Jeff - I'm a product designer for the CRM at HubSpot. 
 
My team's currently looking to enable users to better organize their associations by association labels within the record overview. 
 
For anyone interested, I'd love to set up some time to chat and walk you through some concept designs we're exploring. In order to ensure that this feature is effective and easy-to-use, we need to test it with you, our users. That will help us understand how well it works and meets your expectations.
 
Session details:
- Session will require no more than 30 minutes of your time.
- Session will consist of a recorded Zoom call where you’ll interact with a prototype showing different variations of this feature.
- You’ll be asked to provide honest feedback as you go.
 
Interested?
Please sign up using this Google Form. If you qualify, we’ll reach out to set up a time to chat.

Once you’ve submitted the form:
If you qualify, you’ll receive an email within the next 48 hours with the subject, “Schedule a HubSpot UX Research Session”. Just pick a time and we'll do the rest. We’re looking forward to chatting and getting your feedback.
jaybaum
Contributor

@jconsing getting this message when viewing the form: "This form can only be viewed by users in the owner's organization."

jconsing
HubSpot Employee

@jaybaum That should be fixed now. Let me know if it still doesn't work for you.

JPérez3
Member

please! we need it too. 

PDesRoches
Member

@jconsing what's the result of this research?  are we going to get this or no?

JBooth3
Participant

@jconsing Is the research complete? If not I'd love to be involved. 

 

We want to be able to use association lables between contacts and deals to identify:

Exec Sponsors

Billing Contacts

Influencers etc...

 

to make this useable we need to be able to filter by asociation label, edit the association lable for a contact from a contact or deal view etc...

LucHendrikx
Participant
You have this possibility in custom reports now.



Luc
jconsing
HubSpot Employee

Hey everyone, just wanted to provide a quick update here - we've wrapped up the research already and got some great feedback on how to offer a better experience for organizing associations by labels on the record. We'll be working on building a solution that will likely release some time this year.