Great minds think alike

Obligatory post for an update on getting the functionality back to set association cardinality. Since cardinality has now been made visible in the UI as described in the February 2023 Release Notes, I thought that might mean you all could have something to say on when we might have the ability to set cardinality again, since it was said to have been removed because of UI issues.   Here are some other threads over time on this issue: Edit associations cardinality Change Custom Object Association Cardinality Update Custom Object Cardinality: ONE_TO_ONE needs to be ONE_TO_MANY Any way to create a one to one cardinality association between objects   I'll also note that the way that cardinality currently displays in the associations settings page for many-to-many is a bit unintuitive, because it labels the cardinality as being between the two HubSpot objects, but displays the value of the cardinality to the join-table. Current: Here are a couple better alternatives: So is there any update on when the ability to set association cardinality will return, now that the UI has started to be built out with cardinality in mind? ...read more

Source of the Problem We are currently helping a client build out their HubSpot portal to allow them to track referral partnerships. This is a task that should be simple to implement, but the capability of the custom object at the moment is a bit limited, and solutions to this are not as elegant as they should be.    Who is affected This problem affects multiple clients in the HubSpot platform and many user roles from the accounting team to the sales team and the RevOps team. Allowing the custom object to be developed in a way that would allow the end-user to clearly understand the structure and create a streamlined process for tracking the data that is valuable to their business operations.    Tools we can currently do this in Tools like Salesforce, Marketo, and MS Dynamics allow dynamic relationships to be built between different objects.   Example The example that I am going to use is building a referral partner program. Building a referral partner tracking system could be achieved in a myriad of ways.    Current Limitation Contacts cannot be associated with different contacts; there is no parent/child relationship.  Each deal can only have one company, and associating the referring contact to the deal does not allow a report to be run for the referral relationship only.    Simplest implementation Allow a custom property to be created that is associated with another contact or company in the CRM. Then a user could create a field that would be called "Referred by" or "Referred to." Then when a user wants to see who has referred them business, they could run a report to see all of the referral associations. The advantage to this method is that if a contact record gets updated, then the link to the referring contact would link to contact with accurate information. This special association has been in beta once by HubSpot; it was called Special associations between contacts and companies. If this were to be expanded to a property created on any other object in the CRM and the custom property created through the GUI, that would simplify this process.   The list of contacts or companies could even pull from an active list in the system to limit the number of displayed options in the field. This field could also be set the contact's email address to start the association. That would enable the property to be used on a form. The contact filling out a referral form would only have to enter their email into the field, and then the field would update to the contacted to create the relationship.        Current (Simple) Option for Implementation Creating a new object that is named referral partnership. This field will store all data relating to the Partnership. Such as:  Partnership name The company owning the partnership Company Properties [ ] The primary contact owning the partnership Contact Properties [ ] The primary problem here is that the information relating to the company and the contact will not update when the contact's or company's information is updated. And when if there is more than one contact at the partnership, there is no place to store the information. This also limits marketing-based communications to your referral partners as there is no way to have a workflow search for a property in another object, ie. if "referral_partner.contact_email" = "contact.email" then set contact.partner=TRUE.     Current (Complex) Option for Implementation This option entails creating multiple objects for the partnership, the company owning the partnership, and the contacts that are a part of the partnership. The object named referral partnership will store all data relating to the partnership. Such as Partnership Properties [ ] and would relate the companies that were referred by the relationship.    The object named referral partner company will store all data relating to the company owning the partnership. Such as Company Properties [ ], and would have a one-to-one relationship with the partnership and a one-to-one relationship with the company record.    The object named referral partner contacts will store all data relating to the partnership. Such as Contact Properties [ ], and would have a one-to-one relationship with the partnership and a one-to-one relationship with the contact record.    The primary problem here is the helper tables just end up creating noise in the system showing data that just links to other data. It also uses two objects for a purpose that is less than valuable for a custom object. It also creates a process that is rather cumbersome to maintain.      https://lucid.app/lucidchart/ec89aed2-2e71-409c-807e-10de50e27289/view   ...read more

It would be great if at mentions left on notes/tasks associated to a custom object triggered a notification to the user(s) in question.  ...read more

Hello,   we would appreciate the possibility to associated tasks to custom objects.   We are actually able to create the task under in the certain custom object page. However we need to see this association in the whole task view (Sales -> Tasks). Now we can see here only associations to Contacts, Companies, Deals and Tickes. I may also see here the task created for the custom object, but I am not able to come to the respective custom object page and system needs me to associate the task newly to Contacts, Companies, Deals or Tickets.   Thank you a lot!   Tomas ...read more

It would highly beneficial to be able to display lists in the right sidebar in custom object records. By this, users could add contact and company based lists to custom objects, similar to the List memberships displayed in contact and company records. ...read more

I  want to add checkboxes to a template so I/receiver can check things from a list as they submit or attach & reply to an email. ...read more

Posting on behalf of a cust here - would be great to be able to see associated Quotes, especially for Custom objects. ...read more

In my organzation, we have created a custom object that indicates a webinar someone has attended and called it a "Session". So the Session object holds all the information about the session, date, time, topic, etc, and then we associate with it all the contacts who registered for it. This is the same type of association functionality that Deals, Companies, and Tickets have.    It would be incredibly helpful if, when I click "Create Email," I'm given the option to email all of the Contacts associated with this Session object. You can imagine the scenario if a Session needs to be moved, canceled or otherwise, being able to email everyone who is registered all at once would be super helpful. As it stands, we have to create a list based on association then create a marketing or transactional email to notifiy everyone. ...read more

I use a page builder on all the websites I build and I am able to align content in the columns to  the top, bottom, center.   When I use the drag and drop email designer, the button is placed on the top of the column with the option to horizontally align. Using the padding to center text to a photo or a button to a banner works on desktop, but then there is no way to adjust the padding for mobile devices so it looks off.   I'm requesting a vertical align option so we can have a clean looking email on both mobile and desktop. ...read more