Tickets & Conversations

DCrookson
Member

Searching for tickets based on company properties

SOLVE

Hi there

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.

Thanks

Dave

0 Upvotes
2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Searching for tickets based on company properties

SOLVE

Hi @DCrookson,

 

Not via the search field, no. However, you can click All filters, search "company" and conduct your search that way:

karstenkoehler_1-1653467284956.png

Then:

 

karstenkoehler_0-1653467268719.png

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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View solution in original post

karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Searching for tickets based on company properties

SOLVE

Hi @DCrookson,

 

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
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

5 Replies 5
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Searching for tickets based on company properties

SOLVE

Hi @DCrookson,

 

Not via the search field, no. However, you can click All filters, search "company" and conduct your search that way:

karstenkoehler_1-1653467284956.png

Then:

 

karstenkoehler_0-1653467268719.png

 

Hope this helps!

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.

DCrookson
Member

Searching for tickets based on company properties

SOLVE

Thanks Karsten

 

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.

Cheers

Dave

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Searching for tickets based on company properties

SOLVE

Hi @DCrookson,

 

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
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.

DCrookson
Member

Searching for tickets based on company properties

SOLVE

Hi Karsten

 

Thanks for the suggestion. Could you point me in the right direction for some help with cross-object reports, or let me know how to create them?

 

Many thanks

Dave

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Searching for tickets based on company properties

SOLVE

Hi @DCrookson,

 

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
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.