HubSpot Ideas

sagetree

Make contact properties available to payment reports

In the payment link that I created, I also collect information about the contact such as Company name and Job Title.

 

However, when I go to the payments tab in Commerce, none of the contact field are available for display as columns, as well as for export.

 

The only fields related to the contact are the email, and the full name, and the Contact ID.

 

Ideally, I would be able to add to the report and the CSV export the columns:

  1. Contact First name
  2. Contact Last name
  3. Contact Company
  4. Contact Job Title

In addition to all the payment data.

 

It looks currently I'd need to export the contact data, export the payment data, and then link them in a system or utility program outside of HubSpot.

 

0 いいね!