Tickets & Conversations

Paysteady
Contributor

Disassociate / Reassociate Contacts - Needs a search option!

Conversations are automatically associated with either the user sending the email or the original sender if you're forwarding the email (and have the settings configured this way.) Oftentimes, our customers forward emails and the original sender is assocated with the converation. We need to delete the association and reattach our actual customer. However, in order to associate a new user, you must know their email exactly and type it in. THEN hubpsot says "we know that person, here is their contact card." Please modify this so that we have the option to just search our contacts by first and last name, or company, and associate this way. Nobody memorizes a person's email address versus searching their actual name. 

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Disassociate / Reassociate Contacts - Needs a search option!

Hi @Paysteady,

 

The best place for these kinds of requests is the HubSpot Ideas section of the community. The product team reviews these requests based on popularity.

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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