HubSpot Ideas

DGreen6

Need to Relate Invoice Line Items to Contact

While it appears that this should be the case, I was just informed that Invoice Line Items do not relate to the Contact.  As a result, we can not build any customer segmentation list using Invoice Line Item (i.e. products) data.  

 

The UI creates a false expectation that we should be able to build segments by using Line Item data.

 

This is the List Builder - The contact does not meet the criteria, even though the data indicates it should be met.

 

Screenshot 2024-08-01 at 10.10.37 AM.png

 

This is the Line Item data for the Invoice

 

Screenshot 2024-08-01 at 10.27.49 AM.png

 

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