Tips, Tricks & Best Practices

BThompson1
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Contact Properties

解決

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
解決策
最優秀メンバー | Diamond Partner
最優秀メンバー | Diamond Partner

Contact Properties

解決

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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Phil_Vallender
解決策
最優秀メンバー | Diamond Partner
最優秀メンバー | Diamond Partner

Contact Properties

解決

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