Contact owner and tasks

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ValeriaMerenna
Member

Hi there! Here's my questions/ideas that can be useful in HubSpot! 

1) Is it possible to add the "Contact Owner" column on the Task section? 
I need to filter all the tasks assigned to me which have a Contact Owner different from me. 

2) Is it possible to add the "Task" column on the Contact section? 
It would help me to check for which contacts there are tasks to do, even for contacts that are not assigned to me. 

 

 

 

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1 Accepted solution

Accepted Solutions
karstenkoehler
Solution
Hall of Famer

Hi @ValeriaMerenna,

 

Unfortunately, neither of the two things is currently possible in the free CRM. (Don't shoot the messenger.)

 

The first point can be achieved with custom reports, available in the Professional subscriptions. This report would flag all tasks assigned to you for contacts that are not yours. In the free CRM, the list filters cannot achieve this.

 

Regarding your second point, this can unfortunately not be done either. Index pages (contact index page, company index page etc.) can only show properties of that object, not of other objects or activities.

 

This has already been requested by other users in the HubSpot Ideas section of the community. I'd recommend upvoting, the product team reviews these based on popularity.

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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1 Reply 1
karstenkoehler
Solution
Hall of Famer

Hi @ValeriaMerenna,

 

Unfortunately, neither of the two things is currently possible in the free CRM. (Don't shoot the messenger.)

 

The first point can be achieved with custom reports, available in the Professional subscriptions. This report would flag all tasks assigned to you for contacts that are not yours. In the free CRM, the list filters cannot achieve this.

 

Regarding your second point, this can unfortunately not be done either. Index pages (contact index page, company index page etc.) can only show properties of that object, not of other objects or activities.

 

This has already been requested by other users in the HubSpot Ideas section of the community. I'd recommend upvoting, the product team reviews these based on popularity.

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post