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 @SFeast! Apologies for the delay in my reply - I was tracking down the details for this! The product team confirmed that being able to sort by multiple options isn't on this year's roadmap, but they are aware of this request, see value in it, and are keeping an eye on the comments here. If this does become available, we'll share a comment here 😊 Thanks for sharing this detailed feedback!

[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!

[JessieS]

+1 for a customer. As an alternate solution if the main goal is to best identify the roles of the contacts and the primary point of contact, you could always create custom association labels if you are a super admin: https://knowledge.hubspot.com/crm-setup/create-and-use-association-labels

That wouldn't have bearing on order, but it would help organize your contacts and communication efforts, and you can also filter by association labels in tools like lists! 

[SJeremias]

THANK YOU! YES, I have started with the association labels!!

[MMorgan6]

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!

[WvanderGarde]

Hi are there any updates on this?

Our employees are getting increasingly frustrated that they cannot easily find the relevent deals, since we have a lot of closed deals, deals in a pipeline for training, and overall irrelevant deals clouding the overview on the rightside, preventing a quick lookup or clickthrough.

A filter system (with standard filters per person) here would be greatly benificial.

If there is anything else I can do in addition to filling out the form, please let me know.

An update on where this is in the designcycle would be great as well, since I can tell my colleagues wheter it is comming or not.

[NArtadi]

When is this feature coming? We have the same issue https://community.hubspot.com/t5/HubSpot-Ideas/Sort-Cards-By-Pre-Defined-Properties/idi-p/972638#M17...

[svamann]

We would very much like such an option. E.g., sort associated deals, to show the most recent once first (or maybe even filter closed deals completely?). Same for tickets. And some of our custom objects. Custom sort order would give the most benefit to us. Filtering which records are shown at all would be next in line, but much less crucial.

[VQuinn]

+1

would also be great if we could filter on these cards?   EG only show deals within a particular pipeline. 

We move our closed deals (Won/lost) to a separate pipeline to keep active deals uncluttered.  We only want to show our active deals pipeline within the company & Contacts view

[ElenaA]

It would be great, if we could sort assosiated deals not only by closed date but also by their status. Our sales department is interested in won deals by closed date and open deals. Lost or cancelled can be hidden. Since the sequence is random, it is difficult to find needed information in a short time.

[MatSchall]

I would like something similar like having an order based on the amount of discussions (the moste demanding..). Aalso I would like to have the opportunity du filter ou order the view depending a value in the contact card (for exemple "still in the company Yes/No" or sponsor / contract owner / purchasing dpt...)

[AKlueger]

Hi, we really need this feature and hope that it will be implemented soon. I just imported hunderds of deals from the time before Hubspot in order to get an immediate overview of all products that a customer bought in the past. The deals are currently displayed in the order of the import date. That is not really usefull. So a customizability of the way deals are sorted (in our case preferably by close date) would be highly appreciated. 

[LizzyH1]

I'm really surprised this hasn't gotten more headway given the number of upvotes and comments, but wanted to say that being able to set contacts as "Main POC" etc and keep the contacts with that label at the top of a company and deal profile would be super helpful as the current process for locating the primary POC at a company is extremely time-consuming and is often overlooked.

[ADerbyshire]

+1 for visibility on this issue. We have company records that will regularly have 50+ contacts associated to them and we need a way to filter from the right hand side, not switch away to the Overview tab in the middle. There needs to be a way to order or filter the right hand side options, whether they're contacts, deals, or something else.

[AndreasG]

Defining a main contact person would also be a great help

[AndreasG]

Defining a main contact person would also be a great help...

[AndreasG]

I agree... Defining a main contact person would also be a great help.

[AndreasG]

double

[RBubini]

Defining a main contact and to have them ordered on how active they are.

[SdeKleijn3]

we need this 

[JHebrink]

Really surprised that this hasn't been addressed yet.  So many great features but this smaller feature would make such a big impact.  Really hoping that this is done soon...

[EricaD]

Please add this, a bit surprised this isn't already something in place. Seems like a lot of interest to get this added.