We are heavy users of custom objects and use these for a variety of reasons. However there is key core functionality missing
Association of Tasks
On a custom object you can create tasks and associate them to the custom object from within the record. However when you click on the task from the task view it says there are no associations as seen below, however if a view the task on the custom object is is associated. This means to click through on a task associated to a custom object you need to also associate it to a contact or company record. This feels like an oversight rather than by design?
Filter Custom Objects
When on a normal object i.e. company or contact, the associations on the right hand side will have a 'view all' button allowing you to see all contacts at a company in a filtered table view. When on a custom object that option isnt present. Instead you can 'view more' this just expands the list of options but does not take you to a filtered table view. We sometimes have many companies associated to a custom object this makes it incredibley hard for user to navigate. See below:
Ordering of Custom Objects
For all core objects (contacts, companies) associations are listed by the order in which they were created, however for custom objects this is alphabetically. There currently are no settings to change this, this means key recent information will be lost when viewing from a company record for example as users will just see it in alphabetical order. Could this setting be added to change how associated recorded are ordered. This would actually be useful across the board and not just limited to custom objects
It would be great to understand if any of the above have been considered and if not please upvote
Lily here from the HubSpot product team 👋
This week we released the functionality of "View all" in the sidebar for custom objects. Now, when you are on a custom object record, or viewing custom objects on other records, you have the ability to click "View all" and be taken to the index pages.
Thank you to all for the feedback around custom objects. We recognize there are a number of areas of improvement listed here, but do hope you will benefit from this update in the sidebar.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.