HubSpot Ideas

BradCarter

organise/arrange contacts on company record

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.

HubSpot-Updates
Status aktualisiert zu: Idea Submitted
February 15, 2024 09:25 AM

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!

 

Status aktualisiert zu: Being Reviewed
September 25, 2023 04:01 PM

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: 

Screenshot 2023-09-25 at 3.36.03 PM.pngScreenshot 2023-09-25 at 3.36.44 PM.png

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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: 

Screenshot 2023-09-25 at 3.44.58 PM.png

Screenshot 2023-09-25 at 3.39.30 PM.png

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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: 

Screenshot 2023-09-25 at 3.55.48 PM.png

Status aktualisiert zu: Not Currently Planned
March 08, 2021 05:58 AM

Hello HubSpot Community,

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!

 

- Dylan

November 23, 2020 09:27 AM

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. 

129 Kommentare
WMcIntyre
Mitglied

Please Hubspot! It's been 2 years since this request and makes complete sense and improves user experience 🙏

CMC1
Mitglied
They don't care.

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.
providentbob
Mitglied

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. 

RLefurgy
Mitglied

This is essential for our business.

RobinI
Teilnehmer/-in

So annoying for my Sales Team... definitely something which could bring us to a bigger CRM solution such as SF on the long run...

CMC1
Mitglied
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.
AAbernathy
Mitglied

In response to @Dylan I would consider any contact with a LABEL association to be a priority over those without.

AndreasGeamanu
Mitglied

Hi guys,

 

I've found a simple hack to already sort them alphabetically. 

 

1. Edit columns --> select "Email Domain"

AndreasGeamanu_0-1637077831919.png

2. You're ready to sort alphabetically.

AndreasGeamanu_1-1637077905632.png

 

Cheers!

 

 

SZinken
Teilnehmer/-in

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.

mmeyer626
Mitglied

I agree.  Sometimes we have 30+ contacts at a company, but have 2-3 key contacts.  I hope this update comes soon!

CMC1
Mitglied
Don’t count on it. This request is almost 3 years old.
KatherineMorehe
Mitglied
Would be awesome!!!
CMC1
Mitglied
Don’t count on it since it’s almost 3 years old. They can’t even put the focus back in the Search field.
noahmckeon
Stratege/Strategin | Elite Partner

@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.

RAzoulai
Mitglied

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.

Looking forward for feedback on that.
Thanks!

RAzoulai_1-1644420958486.png

 

 

Jenny26
Stratege/Strategin

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.

CMC1
Mitglied
The request is almost 3 YEARS old. They don't care.

ScottSwanson
Mitglied

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. 

CMC1
Mitglied
They don’t care. I requested this almost 3 years ago and nothing. They don’t care.
csaettel
Mitglied
Great suggestion on the Pinned Note w key contacts! Thank you.