Column-Level Filtering
Monday, July 20, 2026
What it is
You can now filter records by clicking directly on column headers in CRM tables.
Why it matters
Filtering is faster and more intuitive than opening a separate menu and searching for the property you want. It uses the spreadsheet-style interaction people already have muscle memory for, which makes managing a pipeline, updating deals, or organizing contacts quicker.
The Take
Casey Hawkins + Chris Carolan
The hard work is designing the data model layer so that no user ever has to think about it.
The use case that makes this earn its place is scoping a question. A stakeholder says they think there was a data problem with leads last week. You go to contacts or deals, filter down, pull in create date, lifecycle stage, lead status, and a couple of attribution fields, then eyeball it to decide whether there is a real problem or one bad record skewing the read. The old path made you go through the gear, then edit columns, then the modal, before you could even start.
The honest caveat is that column management in views is still slow. The right rail is great for adding one column. If you are removing six and adding seven, you are clicking one at a time, and the column modal is the faster path even though nobody loves it. There is also a keyboard shortcut for table settings that fires for some people and not others.
The real news is that there is a filters team inside HubSpot now, heading into a sprint with work expected before Unbound, including association filtering on associated records. What stuck from that conversation is how much complexity sits under a request that looks obvious from the outside. Once associations enter the picture you have to decide whether the user picks the property or the association first, whether a property like create date appears once or once per associated record, and how labels multiply every version of it.
Watch Us Discuss This
The full segment from the show, us working through this update start to finish.
Produced by Value-First Media