Does anyone know if it is possible to filter down service tickets based on properties of the company the ticket is associated with? I can only find a way of filtering down service tickets by ticket properties.
Navigate to Menu > Reports > Reports > Create custom report > Custom Report Builder. Select tickets (primary) and companies as data sources. Next, you can pick all properties from the left sidebar that you'd like to have in your table. Pick a table for visualisation.
Let me know if you get stuck at any point!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Although this doesn't quite solve my problem; I'm looking for a way of filtering down service tickets by associated company properties, not just associated companies.
Got it. Unfortunately, that's not possible via the ticket index page. You could use cross-object reports for this, although again that's not exactly the same.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Navigate to Menu > Reports > Reports > Create custom report > Custom Report Builder. Select tickets (primary) and companies as data sources. Next, you can pick all properties from the left sidebar that you'd like to have in your table. Pick a table for visualisation.
Let me know if you get stuck at any point!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer