Filter custom object based on associated company records
Posting on behalf of a customer!
The current custom object tool does not allow for us to filter/create a list of custom objects based on the company associated as well as based on the properties of a custom object.
It will be great if we can do the following:
1. filter the custom object based on the company associated,
2. filter the custom object based on the properties of the custom object
For example, to show the custom objects (e.g. number of services) that are associated to a company record, and then filter based on the properties of the custom object
We definitely need this on our end as well! Even just being able to see the company associated with the custom object in the columns of the list view would make a huge difference!
We need this as well for any object. Even beyond custom objects, we need the ability to filter by properties in any associated object. Currently we create reports to handle this, which is not very user friendly.
If you would like to display this kind of information in an email or cms template you do so using crm_associations
{%
set dealerships = crm_associations(COMPANY_ID,'USER_DEFINED',ASSOCIATION_ID,'city=walkerville')
%}
In this example, I am looking for all dealerships associated with an individual company in the city of Walkerville. You can get the association ID for the relationship from the API endpoint "/crm/v3/schemas".
I have a customer who would benefit from this too, when downgrading a subscription they will lose access to that custom object and need to know what associations it has before it's gone. This feature will be very helpful!
Same issue for us. Custom objects are a really powerfull feature! But its not userfriendly if views and functions from stardard objects are missing. Please activate associated objects in list view!
Agreed. We have many custom objects to our unique business model, as do MANY users.
We have ATMs, and Locations (stores), as custom objects. ATMs are associated to locations, companies, and contacts for many intricate reasons. We need the native filter features that exist in Deals, Contacts and Companies that allow for viewing of associated Native objects to be applied to all custom objects as well.
Its unthinkable that this is not built in from the start. Custom objects are useless if we cannot actively view and filter their associations.
This is critical to our business's CRM functionality. If we can't figure out a workaround then a large part of our reporting is shot. PLEASE, Hubspot, listen to your customers on this one!
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