Improve Object Association Search Functionality

[Adriane]

Hey there, 

I'd like to propose an improvement to the search functionality when associating objects in HubSpot. The current limitation in searching for companies to associate with contacts or deals is causing inefficiencies and potential errors in our workflow.

When associating a company with a contact or deal, we can only search by company name. This becomes problematic in scenarios where multiple companies share the same or similar names, but are differentiated by other properties such as location or CompanyID.

For example, we work with numerous childcare centers that often have identical names but are located in different cities. When attempting to associate a company, we're presented with multiple options of the same name, making it challenging to identify the correct one without additional context.

That's why I suggest implementing a configurable search function that allows users to search by additional company properties beyond just the company name. This could include:

• CompanyID
• City
• State/Province
• Custom properties

For example, you may add a dropdown menu or additional search fields next to the company name search, allowing users to select and search by secondary properties.

[Jaynums]

Agreed, I would ideally like to see location displayed for us as this is a key differentiator - the ideal would be to have one/two configuration options for what might be displayed

[michelangeloWN]

Completely agree! We need to have additional options to search companies apart from company names (ex. company id, VAT id, etc.) 

[NazM]

Hi everybody -- I'd like to see how we might be able to help make this a reality. We are looking for folks who may be interested to connect with us to share their feedback and review some concepts. If you are open to chatting, please book a time with us here.

[NMarinho]

That would be great!
We can imagine a checkbox "Search by this property for associations" in the property rules for example.

[NMarinho]

That would be great!
Can we imagine a checkbox in the property rules that says "Search by this property for associations" for example?

 

[KCour]

Fully agree — this has a significant impact on production:

• Time loss: the company name can be shared by several companies, so we have to add them first and then check which one matches the correct customer code provided.

• This leads to human errors in company assignment and can have serious consequences (GDPR incident)

• Our company operates exclusively based on Customer Code or SIREN.

[KSieverts]

100% agree this is needed. Most of our business is with the education section, a lot of the companies have identical company names but different addresses. It's not possible to search that specific type of information as it is right now.