Tips, Tricks & Best Practices

BThompson1
Participant

Contact Properties

Résolue

Hello,

 

Was wondering if there was a way to create a contact property that is specific to a domain when entering in a new contact?

 

Example: XYZ company has multiple branches but the same domain.  Is there a way to create a property dropdown specific for XYZ domain, to select the location the contact is associated with?

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Phil_Vallender
Solution
Membre irremplaçable | Partenaire solutions Diamond
Membre irremplaçable | Partenaire solutions Diamond

Contact Properties

Résolue

Hi @BThompson1 

 

Although custom properties can be created, these apply to all records of the object type on which they are created. 

 

I would probably recommend that you look at using the Parent Child relationships that are supported between company objects to display the difference/relationship between branches and a brand. You may need to turn off automatic company creation and association settings to prevent contacts all being automatically associated with the parent based on their email domain. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency

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1 Réponse
Phil_Vallender
Solution
Membre irremplaçable | Partenaire solutions Diamond
Membre irremplaçable | Partenaire solutions Diamond

Contact Properties

Résolue

Hi @BThompson1 

 

Although custom properties can be created, these apply to all records of the object type on which they are created. 

 

I would probably recommend that you look at using the Parent Child relationships that are supported between company objects to display the difference/relationship between branches and a brand. You may need to turn off automatic company creation and association settings to prevent contacts all being automatically associated with the parent based on their email domain. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency