HubSpot Ideas

PKunka

Specify the order of CRM cards

Add a feature to specify the order of CRM card of assocaited records depending on which record you are viewing them from.

 

The feature would need to be able to specify a field and the ordering,  so if  you select  a Date you could pick "newest to oldest", if a number "highest to lowest", or text field "alphabetic ascending".

 

 

2 Kommentare
JAppleton
Mitglied

We would like this as well, although we would want to order the contacts associated with a company by order of who is our top contact, at the moment it just puts them in order they were added to the system

MrBean
Stratege/Strategin

This ask is coming i can feel it. pretty sure the default is currently create date oldest to newest-- create date is virtually useless for a sales operation. Should be based instead re-ordered using interaction data.