Tickets & Conversations

MorganW
Colaborador(a)

How To Make Company a Required Property?

resolver

Is there a workaround to enforce Company as a required property when logging Service Hub tickets?

0 Avaliação positiva
1 Solução aceita
karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

How To Make Company a Required Property?

resolver

Hi @MorganW,

 

If you're referring to making it mandatory to associate a company record, that's unfortunately not possible. Other users have asked for the same, the HubSpot product team has reviewed the request and is currently not planning on developing this.

 

The only thing that can be made required/mandatory are ticket properties, Service Hub Professional or Enterprise is needed for this, see here: https://knowledge.hubspot.com/crm-setup/set-up-fields-seen-when-manually-creating-records

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

Exibir solução no post original

4 Respostas 4
karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

How To Make Company a Required Property?

resolver

Hi @MorganW,

 

If you're referring to making it mandatory to associate a company record, that's unfortunately not possible. Other users have asked for the same, the HubSpot product team has reviewed the request and is currently not planning on developing this.

 

The only thing that can be made required/mandatory are ticket properties, Service Hub Professional or Enterprise is needed for this, see here: https://knowledge.hubspot.com/crm-setup/set-up-fields-seen-when-manually-creating-records

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

MorganW
Colaborador(a)

How To Make Company a Required Property?

resolver

Karsten, you're like the superman of the Hubspot world.  Thanks again for the insight.  Frustrating to hear that such an obvious and simple requirement won't be supported - will force us to put in place what should be an unnecessary process to ensure tickets are being associated to a company.

0 Avaliação positiva
StjepanGrcic
Top colaborador(a) | Parceiro Diamante
Top colaborador(a) | Parceiro Diamante

How To Make Company a Required Property?

resolver

Hi @MorganW 

 

Users with Account permissions in Service Hub Professional or Enterprise accounts can make certain fields in ticket creation mandatory during manual creation.

 

In Service Hub Professional or Enterprise accounts, you can select the checkboxes in the Required column next to ticket properties you want to make mandatory when a user manually creates a ticket in HubSpot. Users will not be able to manually create a ticket without entering these required properties.

 

Hope this helps. If I solved your problem please mark it solved.

MorganW
Colaborador(a)

How To Make Company a Required Property?

resolver

Thanks Stjepan, I had already reviewed that page before posting here.  Couldn't understand why it was not possible to make associated company a mandated property.

0 Avaliação positiva