Searching for existing companies

jeldergsan
Member

Can you add additional fields to the search when searching for companies to add to a ticket?

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Hi @jeldergsan,

 

Are you referring to adding an association for an existing company in the right sidebar of a ticket record? If so, unfortunately, this only includes company name and company domain name. There aren't any settings to change this I'm aware of.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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2 Replies 2
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Hi @jeldergsan,

 

Are you referring to adding an association for an existing company in the right sidebar of a ticket record? If so, unfortunately, this only includes company name and company domain name. There aren't any settings to change this I'm aware of.

 

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.

jeldergsan
Member

Yes, that is what I am looking at. we have a custom ID from our other system that we need to search by. We have to many companies with the same name. The only way I can think of handling this is by including this custom ID in the name of the company. 

 

Thank you for your response. 

0 Upvotes