I'd love to be able to arrange contacts on a company record in order of importance or relevance to the record. Sometimes we have more than 5-10 contacts associated with a company and it would be ideal to arrange them so that the top contacts relevant to the company were shown on the company view without having to click through.
I'm fairly new to HubSpot but after some brief workaround testing, it seems the only current method to 're-order' contacts is to delete and re-enter each (that is..for those you wish to view at the top of the list.) The contacts (center and right panels) default display mode is top->bottom, most recent->earlier.
He hubspot team, is there an ETA for this? I participated in the user requirement conversations a couple of months ago but I haven't heard anything since. It would be great to know what your timelines are.
Yes please!! Would love to see this in action! I envision it as a drag and drop on the company record, where you can click "Show More" until you see all of them and then organize them by importance/main contacts.
**Update to my April 2024 ,..."Temporary Success!"
I'm fairly new to HubSpot but after some brief workaround testing, it seems the only current method to 're-order' contacts is to delete and re-enter each - BUT ...
*** Do not select 'Permanent Delete' as HubSpot does not permit re-submission with same email address!! ***
(This workflow is..for those you who wish to view selected contacts at the top of the list.) The contacts (in the center and right panels) default display mode is top->bottom, most recent->earlier.
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