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.
Even worse, when they moved the Company search from the right to the left side of the screen, the focus was no longer in that field, so now you have to click into it. Every. Single. Time.
Sorting the associations would be a great feature. We've got custom objects assocaited with our Company records, and having them orderd in a sensible way would be very helpful.
This simple request is over 2 years old, so obviously, THEY DON'T CARE. Maybe this is why SF has their name in lights in NYC and HS does not.
They also moved the search field to the left side of the screen, and now the focus is no longer int that field, so you have to click into Every. **bleep**. Time.
Hubspot really needs this capabilitity. Some of our company records have 70+ contacts associated and it's very difficult to find the most important contacts.
@Dylan You asked what would deem a contact to be of higher 'importance', and I believe the introduction of Flexible Associations would be the key here.
Example: I have a client who identifies a primary or key contact for each company and applies that label, but the contact can't be easily found if the company record has many contacts. At the very least, it would seem that contacts with association labels should be bumped up to the top of the list automatically.
I am trying to figure out how can I customize the contacts display order while using the "company view" (see below) mode while presenting more than 5 contacts. For example - if a company has 20 contacts, I would like to define contacts display by status (SQL, MQL, etc.), by last engagement, activity volume and so on... Currently this isn't possible. The only option, and correct me if I am wrong, is a default "first in - last displayed". IMHO, a display customization option can do wonders.
We need this functionality very much. I get asked a few times a week if sorting the contacts is possible in the company record. It's frustrating to not be able to do so.
The use case for me is that oftentimes we have 6+ contacts on a company. We are a SaaS company and our customers generally have a Site Admin, a technical contact, and a creative contact. The rest are typical end-users. The issue is that the top three users are usually the ones we input first into the company and thus end up at the bottom of the list out of the view from the company record.
The three main contacts are the most "important" because that is where most of our personal correspondence goes. The rest are in there to receive product updates and other marketing material. I find myself constantly digging through contacts to get the ones I need. It derails my flow several times a day and ultimately hampers productivity. I have started just combing the contacts the first time I am interacting with them, and then putting those "important" contacts in a pinned note which ends up taking more time initially but saves me time later. Of all the features I desire, this feels like the one that would make the most impact.
