organise/arrange contacts on company record

BradCarter · ‎Jul 24, 2019

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.

TBorsellino · ‎Dec 7, 2022

thanks

BradCarter · ‎Dec 8, 2022

@vanessahunt That's useful yes but not really a solution. It just shows you the same 5 contacts as the right panel but you can sort the widgets.

IF HubSpot was really looking into usability improvements for their users then simple addition of dragging contacts into an importance order or numbered hierarchy shouldn't be so hard to implement.

I raised this idea 2 and a half years ago. I get that it's marketing first with HS which is where all the dev seems to be however small-scale quality-of-life improvements for the hordes of customers that use the CRM functionality first and foremost are continually overlooked.

Pretty disappointed in their response.

TBorsellino · ‎Dec 8, 2022

Totally agree. Drag and drop is super useful, and even much smaller companies have this feature. We never should never have left Close.io. They also have a great feature where the system assumes the first email in the list is the main contact so that you can choose to just send mass emails to the first name in the list instead of all names. This is tremediously helpful because our salespeople aren't diligent in labeling main contacts.

vanessahunt · ‎Dec 8, 2022

Hi @BradCarter - you can sort the column headings too (not just the order of objects in the tab). I hear you - it's not ideal, but you could add a custom field called Priority or similar, and then sort by that? I think you may be able to sort by Association Labels too - so if you assigned a label like VIP to Contacts, you could sort by that potentially...

@TBorsellino The first Contact you add to a Company is designated as the Primary Contact, but you can update this if another Contact should become the Primary instead. Then you could send your mass email to only Primary Contacts.

BradCarter · ‎Dec 8, 2022

Hi @vanessahunt I saw the sort options. Adding another field for people to not fill in as @TBorsellino mentioned - sales and admin don't really ever fit hand-in-hand and for a company with over 25k companies that's an enormously erroneous task that would never get completed - even for the several hundred active customers in that list.

Hopefully the HS product team take a look back here as they marked the item as not planned and then simply vanished - a very valuable and simple UX improvement would go a long way

TBorsellino · ‎Dec 8, 2022

@vanessahunt We imported our contacts from several different CRM systems when we consolidated teams. We didn't enter them one by one and certainly didn't pay attention to what order they were imported in. There are now 16,000 contacts across 6,000 companies. My team has six people. Please explain how a designated primary contact field can be applied to these retroactively.

Barring a drag-and-drop function, I would think it's pretty easy to build the capability to display the contact list sorted by most recent activity.

helgaraisely · ‎Dec 13, 2022

I've just had a play with the overview tab and it is an improvement but still not ideal.

I have added the column "last activity date" so I can at least quickly bring to the front the contacts I am actually interacting with.

It would be great if you could 'save' in the view the sorting of that column, so that I don't have to reorder the list every time to bring up those with recent activity.

Also, it would be great if a filter could be applied.

We have a lot of customers that are associated with multiple companies but only have 1 primary company. It would be great if I could filter the contacts in the overview tab to only show the contacts that are associated through primary contact.

In my screenshot you see that the two contacts (Scott and Marcos) at the bottom actually are working for agencies that sometimes do some work for the company I am looking at. It would be great to be able to filter them out from this view.Contacts in Company Overview tab

LMartinez50 · ‎Feb 2, 2023

Defo needed! When you have over 10 contacts it becomes a nightmare... you should be able to either create sections based on roles types like:

decision makers

contact 1-2-3

finance

contact 1-2-3

etc etc

CKrohn · ‎Feb 10, 2023

How is this decided not to be developed?
It is clearly a problem to a lot of people, and another issue is that there are multiple "ideas" in the community, that are referencing the same problem.
Instead of upvoting this (which in all honesty was the last idea I found when searching for "Sort Associated Contacts on Company View"), people end up creating their own idea.

The problem with this is that it is impossible for Hubspot to see how requested this feature actually is.
Given that you have the feature Association label, please please please, make it possible to either sort all contacts by this label, or only show contacts with an association label.

JHetherton · ‎Feb 21, 2023

This would be great!!

jjones41 · ‎Feb 28, 2023

Bumping this in case it gets reevaluated. Ability to do some sorting on contacts would be a huge win. Right now, it can be tedious to identify the appropriate contact when a company has 5+ and really annoying if a company has 15+ or so. A few possible solutions:
1. The ability to pin contacts (additional considerations would be doing so via workflows, allowing the org to set org defaults and/or team defaults and allowing users to override)
2. The ability to chose what property to use for sort. With some additional planning and work, just being able to say "Sort contacts descending based on X property" could open lots of opportunities.

3. Relatedly, but distinctly: customizing values on the relationships themselves such as date it began, date it ends, whether or not it is active based on those dates within inactive contacts requiring a click to surface, etc.

KMellert · ‎Mar 8, 2023

We need to sort how contacts are shown on the company record directly in the right sidebar menu, too.

Ideally, it would be sorted by Association Label and we could rank the association labels in order of importance to the sales team. For example; Primary, Secondary, Accounts Payable, Data, Graphics, Vendor, etc. would show in that order. Alternatively, we could also sort that view of associated contacts by last activity date as a default as I think that would be useful for the entire Hubspot community.

Currently, if a company has 10 contacts, we see a randomized view. However, we can't delete them or re-prioritize them in order of priority from the company record.

Related posts: https://community.hubspot.com/t5/HubSpot-Ideas/Sorting-Contacts-at-the-Company-Level/idi-p/725884

https://community.hubspot.com/t5/HubSpot-Ideas/Custom-sort-Associated-Contacts-on-right-side-of-Comp...

AlfredLundqvist · ‎Mar 15, 2023

I second this!

lindseyc · ‎Mar 25, 2023

Agree!

Need to be able to sort contacts in the company sidebar view. It's a hassle to expand to 'view all associated contacts' as most decision makers get lost - which I believe is now sorted by 'Create Date'? It would be great if we can set rules how the contacts are sorted (If property status= active view at top/inactive contacts view at bottom...).

Would be nice to have a color code feature as well or mark favorite contacts with a star.

LMartinez50 · ‎Apr 5, 2023

@Dylan I think with 198 upvotes this may be somethig to consider? It is very hard to see information when a company record has 100+ contacts but only 3 are the decision makers, day to day, finance and maybe something else. Ideally you should be able to define what type of contact your want to see in that view based on conditions like persona, or other fields within the contact record. Then if you want to see all associated contacts you can click view all.

I wonder if this idea will get incorporated into the roadmap (Better contact management it is a critical piece for sales and Customer success)

Thank you,

Luis

BAbrams7 · ‎Apr 24, 2023

I just went searching to see if anyone else might have posted this and can't believe all of the upvotes and comments but still no way to either filter or somehow prioritize the contacts shown on the company page - I'd like to be able to filter this based on at least "primary contact=Y" and also last activity date (I see this above) would be great too.

TalKalderon66 · ‎Jun 8, 2023

This is absolutely crucial for enterprise accounts and overall so logical.....

When you have dozens of contacts per account you need your main contacts set at the top of the list.....

DWohlers · ‎Jun 12, 2023

@Dylan Given this is up to 200+ upvotes, will this get a second consideration? I can't imagine that with this much support this would remain as something you aren't currently planning to do. Can you provide any updates? If not this, is there something else Hubspot is thinking for contact management? We have companies that have many contacts, and the ability to display the most imporant/relevant ones on the company page (and not make people have to search for them) would be huge for our teams.

Alexander-tmp · ‎Jul 3, 2023

214 upvotes! As many have said before, why has HubSpot still not considered this? We're increasingly hearing from our customers - especially enterprise accounts - about the struggles of managing company records with large numbers of associated contacts. Some sort of functionality to bring relevance to the contact list is a must. Hopefully, HubSpot jump on this one soon and get the ball rolling... or see you all in 2026 still waiting 😉

GWebb6 · ‎Aug 7, 2023

Upvote! Even showing those contacts who had an association label or buying role first on the list would be a useful step forward!