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.
Hi everyone, Lily here from the HubSpot product team 👋
Thank you all for the contributions and continued feedback in this space. Over the last year we've added the ability to customize your record pages more deeply and will continue to invest in this space next year, including within the right sidebar. Stay tuned for more updates here!
In the meantime, here are some updates we've made to help you display the right information in the middle column of a record page. Note: you must be ungated to the CRM Record Page Editor (currently in public beta, accessed via the Product Updates page).
Association label list: displays a list of associated records organized by their assigned association label. This allows your to display your associated records by association label; you can choose to show all, or just some. Card + Card settings:
Association table + quick filters: displays a table of associated records and the records' properties, as well as customized default filters. This allows you to easily filter on a property like "Lead Status" right from the middle column card. Card + Card settings:
If you have access to development resources, check out our UI Extensions beta (currently in public beta, accessed via the Product Updates page).
Within this beta, there are additional customization options available such as applying a default sort or a pre-filtered query to your association table to filter the data by specific values of the associated records. This allows you to create an association table that only shows associated deals with a deal stage of 'contract sent'. Card:
Thank you as always for your continued feedback, it helps us build a great product. We've investigated and researched this request and at the time this is not something we're prioritizing to build into HubSpot.
As always, we're constantly evaluating and re-evaluating our priorities to deliver as much value as possible. So, I could certainly see a day in the future where we address something like this, but we do not have a timeline on when that may be. Keep the use cases and ideas coming though and we will update this post as we make progress!
Hi everyone, I'm a member of the HubSpot product team. Thanks for filing this issue @BradCarter, it was an interesting one to stumble upon. I'm doing research on this exact problem right now and I'm looking for some help from you all.
What do you consider to be "important or relevance" when it comes to this type of sorting? What attributes or data points tell you that one record is more important than another associated?
Feel free to add your examples or use cases as comments, as this is a problem we're currently keen on solving on the CRM record pages.