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CCaffrey
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Member since ‎Apr 9, 2022
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Collin Caffrey

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AllyRRS on February 24, 2021
How to import associated contacts into deals
Hi I've updated my deals spreadsheet with the historical deals, but when I go to import it appears that Associated Contact (and the ID) are non-updatable fields. How do I import these easily without having to go into each deal on Hubspot and add read more
Reply Discussion Deals Starter
0 upvote
8 Replies
CCaffrey
Contributor
February 14, 2023
I have just imported Company only as associated with the deal and not the Contact. I hadn't found a solution to date or attempted again recently.
Solved
DCPS on July 16, 2018
Import Parent Child Relationships for Companies and Contacts...
I have over 500 parent companies each with anywhere from 10 to 500 child companies that I really don't want to set all the realtionships by hand. I also have thousands of contacts that I need to relate to their companies. Please help...
Reply Discussion
49 upvotes
31 Replies
CCaffrey
Contributor
April 27, 2022
@MShandor tried this exactly as you outline and it does not work. There is no way to select "Parent Company" during the import because it is a "R...read more
Solved
DCPS on July 16, 2018
Import Parent Child Relationships for Companies and Contacts...
I have over 500 parent companies each with anywhere from 10 to 500 child companies that I really don't want to set all the realtionships by hand. I also have thousands of contacts that I need to relate to their companies. Please help...
Reply Discussion
49 upvotes
31 Replies
CCaffrey
Contributor
April 27, 2022
@MShandor tried this exactly as you outline and it does not work. There is no way to select "Parent Company" during the import because it is a "R...read more
Solved
AllyRRS on February 24, 2021
How to import associated contacts into deals
Hi I've updated my deals spreadsheet with the historical deals, but when I go to import it appears that Associated Contact (and the ID) are non-updatable fields. How do I import these easily without having to go into each deal on Hubspot and add read more
Reply Discussion Deals Starter
0 upvote
8 Replies
CCaffrey
Contributor
February 14, 2023
I have just imported Company only as associated with the deal and not the Contact. I hadn't found a solution to date or attempted again recently.
Solved
user2384734 on August 22, 2021
Is there a way to customize the default filters showing at the top of the contacts page?
I know that I can create custom views and filter on any of my available fields, but is there a way to customize the default filters that show at the top of the contacts view page. For example, see screenshot below. I don't have the need to use read more
Reply Discussion Contacts
3 upvotes
8 Replies
CCaffrey
Contributor
April 12, 2022
Upvoting this feature request. Would really like to see customizable search field and filter view. Really slows down the team
TCoughlan on December 16, 2020
Change default filters in contact/company view
Can there be a way to change the current default filters in contact/company view so you can choose your most popular filters rather than having to find them under more filters and not have filters there that are rarely used.
Reply Idea Contacts & Companies
121 upvotes
30 Replies
CCaffrey
Contributor
April 12, 2022
1000% agree with this feature request. Rarely am I searching for Name, Phone, Company. We should be able to change the default in order to quickly ...read more
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