a month ago
Hi,
Is there a way to view only active contacts for the ticket company when creating a ticket / editing a ticket? Currently I get every single CRM contact to choose from when I want to add a contact into a ticket. As you can imagine, bit painful when you don't know the name and have to search by the email domain name to find those for the company.
I create upgrade tickets via an import, and need to add contacts to the ticket based on one of the properties. I can't even see that info without having the company/contacts open on another screen.
Many thanks in advance.
Solved! Go to Solution.
4 weeks ago
Hi @DNeal32,
Unfortunately, you can't filter down the list of Contacts that can be associated to a Ticket if you are doing it via the associations tab on the right-hand of the Ticket record screen.
If you are creating the tickets by import and can associate Contacts based on a property, you could export the Contacts and use the VLOOKUP function to pull the associated Contact into the Ticket import.
Hope this helps,
Louise Hare she/her |
Freelance HubSpot Expert |
If my reply helped to answer your question please mark it as a solution to make it easier for others to find! |
4 weeks ago
Hi @DNeal32,
Unfortunately, you can't filter down the list of Contacts that can be associated to a Ticket if you are doing it via the associations tab on the right-hand of the Ticket record screen.
If you are creating the tickets by import and can associate Contacts based on a property, you could export the Contacts and use the VLOOKUP function to pull the associated Contact into the Ticket import.
Hope this helps,
Louise Hare she/her |
Freelance HubSpot Expert |
If my reply helped to answer your question please mark it as a solution to make it easier for others to find! |