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からのアップデート
ステータスに更新: 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!

 

ステータスに更新: 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

ステータスに更新: 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件のコメント
Peco
参加者

Hi Folks,..."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 (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. 

helgaraisely
メンバー

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.

 

Thanks!

Suzanne33
参加者

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.

KBond7
メンバー
Agree! Would love this feature as it will make it easier to identify key
contacts.
Peco
参加者

**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. 

LauraBeckerNYC
メンバー

Agreed strongly here! Love to provide the detailed need/feedback if helpful.

MSchallinger
参加者

@MMorgan6  I belive this is very closely related to this idea (https://community.hubspot.com/t5/HubSpot-Ideas/organise-arrange-contacts-on-company-record/idi-p/282...) and the feedback you're collecting there. 

MSchallinger
参加者

@MMorgan6  Here's another one I belive this is very closely related to this idea (https://community.hubspot.com/t5/HubSpot-Ideas/organise-arrange-contacts-on-company-record/idi-p/282...) and the feedback you're collecting there. I'm looking for the same solution so just tagging you for visibility on similar requests 🙂 

BRadMoser
参加者
Great thanks for the heads up. Yes it looks similar to what I am proposing
too! Glad to see I am not alone.