Order of associations within record

[YiRui_Chua]

Hi team,

Commenting for a customer here.

Currently, when deals are associated with a contact, the "order" of which the deals are arranged seem to be random. This is confirmed with the community thread here. I feel that we should allow customers to have default ordering of associations, be it by create date or close date.

Even if such an option is not available, it shouldn't  be random. I tried within my own portal, close date/ create date/ alphabetical etc, but they don't seem to follow any real pattern.

Thanks!

[YiRui_Chua]

Hi @DZeko & @SJeremias! You'll be able to sort them by any of the chosen properties that you see on the associated object card. For example, if you Deal Stage and Amount as properties that show on the deal card, you'll be able to sort by those two properties. If you want to sort by create date, you would need to add that as a property that displays on the object card, then you'd be able to sort them by that property:



If you would like to see filtering available on the associated object cards (which I agree would be useful), I would recommend giving this feature request an upvote, because it is asking specifically for that feature! Keeping feedback for filtering within these cards in that post will be best, so we can be sure we track that specific request (since sorting, the original request in this post, has been implemented).

In the meantime, you can click 'view all associated records' at the bottom of an association card to be brought to the CRM index page and filter within the associated objects that way. I realize it adds an extra step, but it is an option should you need a workaround. 🙂

[YiRui_Chua]

Hello! My name is Hallie, and I'm an Associate Program Manager on our CXM team. I'm happy to share that the ability to sort records within association cards is now available for all Hubs & Tiers! Customers will be able to sort based on any of the properties that appear on the association card. You can read more about this product update here. 😊

[YiRui_Chua]

Hello Hubspot community,

I’m a Product Designer here at Hubspot and am in the process of designing a few potential solutions. To help us better understand your needs, we’d love to connect with anyone interested in providing feedback. If you're available, please submit this short form and we will reach back out to you. 

Looking forward to connecting with you!

[JosieCpoz]

I've been told they appear in the order they are created within your contact.  That does not work well at all, especially when we've needed to sync many orders / deals from before we used HubSpot.  Would really love to see the option to sort the associated deals chronologically asap.

Thanks!

[Anonymous]

This is a huge issue, especially ordering of contacts on the company records for orgs using service hub. By default its the create date, so the most valuable contacts involved in the initial sale/onboarding, get pushed out of view as contacts come in for service. Being able to set contacts as "main POC" etc and keep those at the top would be super helpful. I run into this issue on nearly every portal that I work on for my customers. 

[CalebWarner]

I'm having a similar issue when I am creating custom objects via workflow. I have them set to create in a certain order in the WF, but they populate in a totally random order, making it difficult to keep track of where I am looking.

A "sort" functionality for record association sections would be greatly appreciated as I have one deal with 66 cards in a custom object section.

[swiss-oliver]

I support this idea. Besides ordering by create and close date, also order by deal stages or at least closed deals vs open deals should be possible.

[3remes]

yes we need this, importing old datas and need to show the latest few cards at first glance.

[KristinHalls]

Adding a vote to this! We utilize hubspot for a travel planning service and every ticket that we create under a contact is a "trip" so once a trip comes and goes, we Close the Ticket... so it'd be nice to have those tickets auto-sort to the bottom of the list in the Contact view. 

[CElis]

I second this notion. 

With 99+ deals on a contact a random order just doesn't work. 

[Roger]

This is just rediculus! It should be possible to set an order on this preview cards and even the possibility to hide certain types, like cancelled orders o.e. 

We would really appreciate to have a solution on that. 

[vanessahunt]

For those of you not yet in the know, a new beta was released a few weeks ago which should help you with this issue!

If you're an Admin, click on your profile (top right) and select Product Updates. Then choose Betas (bottom left). The beta is called "CRM Record Overview" - you'll need to alert users that you're switching it on! But you can turn it on for yourself to test it first.

The beta adds an extra Overview "tab" to the centre portion of your screen. It also allows you to collapse the right sidebar. For Companies, Contacts, Deals and Tickets you can then select the objects you'd like to be displayed in the Overview tab, and most importantly, you can select the properties you'd like displayed for each (including custom fields) - and you can SORT by them. You can also select four 'highlight' fields to be displayed at the top of the tab - and you can choose to show recent communications as well.  

Please see @KyleJepson in action in this video where he explains the new Overview tab: https://youtu.be/-nUlmjTiHHI

I think you'll rather love it when you get use to tailoring the objects and properties displayed! 🧡 

[YMougin]

BEST UPGRADE EVER... for now

[clmontgomery]

@vanessahunt thanks for sharing.

The overview tab is a good start, but it's currently more confusing/in-the-way than it is helpful.

As you can see in Kyle's video, the Overview Tab almost entirely duplicates what is on the right side bar, rendering either one redundant. The Overview Tab also takes users *away* from the Activities feed, which is a hallmark of most strong CRMs. Indeed, it is one of HubSpot's strengths when you can see pageviews, meetings scheduled, whatsapp messages, notes, and linkedin DMs, in addition to the standard calls and emails. Kyle and team attempt to cover for this by pulling in a "Recent Communications" section but this is more a band-aid than a substantial solution to the issue. So many of my users (who this feature is now live for) are now wondering where their Activities feed went. When adoption is an issue (common for any CRM admin) "just switch between the two tabs" is not an actual solution.

At this point hopefully HubSpot plans to either:

1. Replace the right panel with the Overview tab
2. Take the functionality from the Overview tab, remove the Overview tab, and infuse the functionality into the right panel
3. Perhaps something else we aren't seeing

[MStrebor75]

We really need this feature, like a permanent view save. I have been running into this and keep having to reorder the list. It's a bit inefficient. 

[danmoyle]

Saw this in a similar Community thread asking to re-order associated invoices from Xero. I think that would be great. 

[HPaponPerrier]

I vote +++ for this

[PRoussel]

I agree with this proposal, I have the same need

[EMNABACCOUR]

Yes this feature is much needed

[AMiller0]

This feature is great ut does seem redundant to the cards that are available in the right hand side bar

[BWinters]

This is really important so that a sales rep can quickly see who the primary contact is when they are in the company record

[JHebrink]

For sure.  Seems very simple and having to scroll through a list of deals to find the one that is "open" and you are working on is a pain.  At least have a filter of "Open" deals vs "Closed" deals.

[JStreit1]

It would be highly valuable to add the customization to allow teams to determine what order they want different records to be sorted in the right sidebar. For example, for deals, it might make sense to have ones with more recent close dates appear first compared to using create date. But you might want a different order for contacts or companies. Ideally the option to customize by ascending/descending and by what date property (or even alphabetical) would be fantastic.