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Daarom moet de Engelse versie van dit artikel worden beschouwd als de meest recente versie met de meest recente informatie. U kunt het <a id="l10n-link" href="#">hier raadplegen</a>.</span></div> </div> <div class="flex-row" itemscope itemtype="http://schema.org/TechArticle"> <div class="body-container"> <span style="display: none;" itemscope itemprop="publisher" itemtype="http://schema.org/Organization"> <span itemprop="logo" itemscope itemtype="http://schema.org/ImageObject"> <meta content="http://knowledge.hubspot.com/hubfs/assets/hubspot.com/home/2015/Academy.png" itemprop="url"> <meta itemprop="width" content="296"> <meta itemprop="height" content="296"> </span> <meta content=" Support" itemprop="name"> </span> <meta content="maart 30, 2020" itemprop="datePublished"> <meta content="" itemprop="author"> <meta content="https://knowledge.hubspot.com/nl/records/associate-records" itemprop="mainEntityOfPage"> <article> <div class="blog-section"> <div class="blog-post-wrapper cell-wrapper"> <div class="blog-section"> <div class="blog-post-wrapper cell-wrapper"> <div class="section post-header"> <h1 itemprop="name headline"><span id="hs_cos_wrapper_name" class="hs_cos_wrapper hs_cos_wrapper_meta_field hs_cos_wrapper_type_text" style="" data-hs-cos-general-type="meta_field" data-hs-cos-type="text">Geassocieerde records</span></h1> <p class="last-updated">Laatst bijgewerkt: <span itemprop="dateModified"> <!-- %B Month as locale’s full name, %e day of the month, %Y year --> augustus 9, 2024 </span></p> </div> <div id="hs_cos_wrapper_module_16518346644602" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> </div> <div id="hs_cos_wrapper_Article_product_key" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> <!-- Enables each SKU type, when applicable --> <!-- Show the product key? --> <!-- Show the main SKU table? --> <div class="article-key-wrapper"> <div class="article-key-header"> <h4>Beschikbaar met elk van de volgende <a href="https://knowledge.hubspot.com/nl/billing/where-can-i-find-my-subscription-and-contacts-or-email-send-limit-information-in-hubspot">abonnementen</a>, behalve waar vermeld:</h4> </div> <table class="article-key"> <tbody><tr> <td> <img src="https://knowledge.hubspot.com/hubfs/Knowledge_Base_2023/subscription_key_icons/sprocket-web-color.svg" width="24" height="24" class="article-key__hub-icon" role="presentation" loading="lazy" alt=""> <a href="https://www.hubspot.com/products/crm"> <span class="article-key__all-products">Alle producten en plannen</span> </a> </td> </tr> </tbody></table> </div> </div> <div class="section post-body" id="post-body" itemprop="articleBody"> <span id="hs_cos_wrapper_post_body" class="hs_cos_wrapper hs_cos_wrapper_meta_field hs_cos_wrapper_type_rich_text" style="" data-hs-cos-general-type="meta_field" data-hs-cos-type="rich_text"><p>In HubSpot zijn er <a href="https://www.hubspot.com/products/crm" rel="noopener" target="_blank">CRM-objecten</a>: <a href="https://knowledge.hubspot.com/nl/records/create-contacts" rel="noopener" target="_blank">contactpersonen</a>, <a href="https://knowledge.hubspot.com/nl/records/create-companies" rel="noopener" target="_blank">bedrijven</a>, <a href="https://knowledge.hubspot.com/nl/records/create-deals" rel="noopener" target="_blank">deals</a> en <a href="https://knowledge.hubspot.com/nl/records/create-tickets" rel="noopener" target="_blank">tickets</a>. Als je account een <span style="font-style: italic;">Enterprise-abonnement</span> heeft, kun je ook <a href="https://knowledge.hubspot.com/nl/records/use-custom-objects" rel="noopener" target="_blank">aangepaste objecten</a> maken. Om de relaties binnen en tussen objecten bij te houden, kun je hun records met elkaar associëren. Associaties zijn altijd tweerichtingsverkeer (d.w.z. als record A is gekoppeld aan record B, is record B ook gekoppeld aan record A) en kunnen worden bekeken in elk record in <a href="https://knowledge.hubspot.com/nl/records/work-with-records" rel="noopener" target="_blank">de rechter zijbalk.</a></p> <!--more--> <p>Voorbeelden van het koppelen van records zijn onder andere:</p> <ul> <li>Wanneer je een verkoop doet, communiceer je via e-mail met drie personen bij hetzelfde bedrijf. In HubSpot koppel je de deal aan de drie contactpersonen en hun bedrijfsrecord. Je kunt de contactpersonen ook aan elkaar koppelen als collega's, of als je een <em>Professional-</em> of <em>Enterprise-account</em> hebt, kun je een van de contactpersonen <a href="https://knowledge.hubspot.com/nl/object-settings/create-and-use-association-labels#create-and-edit-association-labels" rel="noopener" target="_blank">labelen</a> als de manager van de anderen.</li> <li>Als je een klacht van een klant behandelt, communiceer je via e-mail met twee personen. Deze personen zitten ook midden in een verkoop met jouw bedrijf. In HubSpot kun je het ticketrecord koppelen aan de twee contactrecords en het dealrecord.</li> <li>Een contactpersoon is een adviseur bij het ene bedrijf en een werknemer bij een ander bedrijf. In HubSpot kun je de contactpersoon aan beide bedrijven koppelen. Je kunt de werkgever instellen als hun <a href="#primary-company-information" rel="noopener">primaire bedrijf</a> en als je een <em>Professional</em> of <em>Enterprise</em> account hebt, kun je ze <a href="https://knowledge.hubspot.com/nl/object-settings/create-and-use-association-labels#create-and-edit-association-labels" rel="noopener" target="_blank">labelen</a> als adviseur voor het andere bedrijf.</li> </ul> <p>Je kunt ook <a href="https://knowledge.hubspot.com/nl/records/associate-activities-with-records" rel="noopener" target="_blank">de activiteiten in de tijdlijn van een record koppelen</a> aan een ander record. Als de dossiers al aan elkaar gekoppeld zijn, worden sommige activiteiten <a href="https://knowledge.hubspot.com/nl/records/associate-activities-with-records#automatic-activity-association" rel="noopener" target="_blank">automatisch gekoppeld</a> aan de gekoppelde dossiers. Als je een mobiel apparaat gebruikt, lees dan hoe je <a href="https://knowledge.hubspot.com/nl/records/work-with-records-in-the-hubspot-mobile-app#associate-records-in-the-mobile-app" rel="noopener" target="_blank">koppelingen beheert</a> in de HubSpot mobiele app.</p> <h2>Records koppelen</h2> <h3>Associaties aan een record toevoegen</h3> <p>Om associaties toe te voegen aan een individuele record:</p> <ul> <li>Navigeer naar je records:</li> <ul> <li><strong>Contacten:</strong> Ga in je HubSpot-account naar <strong>CRM</strong> > <strong>Contactpersonen</strong>.</li> <li><strong>Bedrijven:</strong> Ga in je HubSpot-account naar <strong>CRM</strong> > <strong>Bedrijven</strong>.</li> <li><strong>Aanbiedingen:</strong> Ga in je HubSpot-account naar <strong>CRM</strong> > <strong>Deals</strong>.</li> <li><strong>Tickets:</strong> Ga in je HubSpot-account naar <strong>CRM</strong> > <strong>Tickets</strong>.</li> <li><strong>Aangepaste objecten:</strong> Ga in je HubSpot-account naar <strong>CRM</strong> en selecteer het <strong>aangepaste object</strong>. Voordat u aangepaste objectrecords kunt koppelen, moet u <a href="https://knowledge.hubspot.com/nl/object-settings/create-custom-objects#define-custom-object-associations" rel="noopener" target="_blank">de associatie definiëren</a>.</li> </ul> <li>Klik op de <strong>naam</strong> van de record waarvoor u associaties wilt toevoegen.</li> <li>Klik in de rechter zijbalk op <strong>+Add [object]</strong> in de <a href="https://knowledge.hubspot.com/nl/object-settings/customize-records" rel="noopener" target="_blank">associatiekaart</a> van dat object (bijvoorbeeld de <span style="font-style: italic;">Contactpersonen</span> kaart om contactassociaties toe te voegen. Als de objectkaart niet wordt weergegeven, kunt u <a href="https://knowledge.hubspot.com/nl/object-settings/customize-records" rel="noopener" target="_blank">de rechterzijbalk aanpassen</a><span style="font-style: italic;">(</span> alleen<span style="font-style: italic;">Professional</span> en <span style="font-style: italic;">Enterprise</span> ).</li> </ul> <p><img src="https://2832391.fs1.hubspotusercontent-na1.net/hub/2832391/hubfs/Contacts/Contacts/add-record.png?t=1595588123155&width=455&name=add-record.png" width="455" style="width: 455px;" loading="lazy" srcset="https://2832391.fs1.hubspotusercontent-na1.net/hub/2832391/hubfs/Contacts/Contacts/add-record.png?t=1595588123155&width=228&name=add-record.png 228w, https://2832391.fs1.hubspotusercontent-na1.net/hub/2832391/hubfs/Contacts/Contacts/add-record.png?t=1595588123155&width=455&name=add-record.png 455w, https://2832391.fs1.hubspotusercontent-na1.net/hub/2832391/hubfs/Contacts/Contacts/add-record.png?t=1595588123155&width=683&name=add-record.png 683w, https://2832391.fs1.hubspotusercontent-na1.net/hub/2832391/hubfs/Contacts/Contacts/add-record.png?t=1595588123155&width=910&name=add-record.png 910w, https://2832391.fs1.hubspotusercontent-na1.net/hub/2832391/hubfs/Contacts/Contacts/add-record.png?t=1595588123155&width=1138&name=add-record.png 1138w, https://2832391.fs1.hubspotusercontent-na1.net/hub/2832391/hubfs/Contacts/Contacts/add-record.png?t=1595588123155&width=1365&name=add-record.png 1365w" sizes="(max-width: 455px) 100vw, 455px"></p> <ul> <li>Om een <span style="text-decoration: underline;">nieuwe</span> record te maken en te associëren, in het rechterpaneel: <ul> <li>Klik op het tabblad <strong>Nieuw maken</strong>.</li> <li>Voer de eigenschappen in voor uw nieuwe record. Als u een associatielabel wilt instellen, moet u <a href="https://knowledge.hubspot.com/nl/object-settings/create-and-use-association-labels#set-or-update-record-association-labels" rel="noopener" target="_blank">het label instellen nadat de record is gemaakt</a>.</li> <li>Klik op <strong>Aanmaken</strong> of klik op <strong>Aanmaken en nog een</strong> record <strong>toevoegen</strong> om nog een record aan te maken en te koppelen.</li> </ul> </li> </ul> <img src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/create-and-associate-record-same-object.gif?width=450&height=519&name=create-and-associate-record-same-object.gif" width="450" height="519" loading="lazy" alt="create-and-associate-record-same-object" style="height: auto; max-width: 100%; width: 450px; margin-left: auto; margin-right: auto; display: block;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/create-and-associate-record-same-object.gif?width=225&height=260&name=create-and-associate-record-same-object.gif 225w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/create-and-associate-record-same-object.gif?width=450&height=519&name=create-and-associate-record-same-object.gif 450w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/create-and-associate-record-same-object.gif?width=675&height=779&name=create-and-associate-record-same-object.gif 675w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/create-and-associate-record-same-object.gif?width=900&height=1038&name=create-and-associate-record-same-object.gif 900w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/create-and-associate-record-same-object.gif?width=1125&height=1298&name=create-and-associate-record-same-object.gif 1125w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/create-and-associate-record-same-object.gif?width=1350&height=1557&name=create-and-associate-record-same-object.gif 1350w" sizes="(max-width: 450px) 100vw, 450px"> <ul> <li>Om <span style="text-decoration: underline;">bestaande</span> records te koppelen, in het rechterpaneel: <ul> <li>Zoek naar de records die je wilt koppelen en schakel vervolgens de <strong>selectievakjes</strong> in.</li> </ul> </li> </ul> <ul> <li style="list-style-type: none;"> <ul> <li>Als u extra <span style="text-decoration: underline;">bedrijven</span> aan een record wilt koppelen, klikt u op <strong>Volgende</strong>, waarna u een van de volgende dingen kunt doen:</li> </ul> </li> </ul> <ul> <li style="list-style-type: none;"> <ul> <li style="list-style-type: none;"> <ul> <li>Om het <a href="#primary-company-information" rel="noopener">primaire bedrijf</a> in te stellen, selecteert u <strong>Instellen als primair bedrijf van [record]</strong> onder het bedrijf dat u primair wilt hebben. Lees meer over hoe het <a href="#primary-company-information" rel="noopener">primaire bedrijf wordt ingesteld en gebruikt</a>.</li> <li>Om het bestaande <a href="#primary-company-information" rel="noopener">primaire bedrijf</a> te vervangen door een bedrijf dat u associeert, schakelt u het selectievakje <strong>Vervang [bedrijf] als het huidige primaire bedrijf van [record]</strong> in. Het vorige primaire bedrijf wordt nog steeds aan de record gekoppeld, maar wordt niet langer als primair aangeduid.</li> </ul> </li> </ul> </li> </ul> <ul> <li style="list-style-type: none;"> <ul> <li>Klik op<strong> Volgende</strong> om de koppeling te labelen<em>(</em> alleen<em>Professional</em> en <em>Enterprise</em> ). Klik op <strong>+Associatielabel toevoegen </strong>om <a href="#association-labels" rel="noopener"><strong> labels </strong>in te stellen</a> die de relatie tussen de records beschrijven.</li> <li>Klik op <strong>Opslaan</strong> als u klaar bent.</li> </ul> </li> </ul> <p><img src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/cross-object-associate-flow.gif?width=589&height=685&name=cross-object-associate-flow.gif" width="589" height="685" loading="lazy" alt="cross-object-associate-flow" style="height: auto; max-width: 100%; width: 589px; margin-left: auto; margin-right: auto; display: block;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/cross-object-associate-flow.gif?width=295&height=343&name=cross-object-associate-flow.gif 295w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/cross-object-associate-flow.gif?width=589&height=685&name=cross-object-associate-flow.gif 589w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/cross-object-associate-flow.gif?width=884&height=1028&name=cross-object-associate-flow.gif 884w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/cross-object-associate-flow.gif?width=1178&height=1370&name=cross-object-associate-flow.gif 1178w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/cross-object-associate-flow.gif?width=1473&height=1713&name=cross-object-associate-flow.gif 1473w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/cross-object-associate-flow.gif?width=1767&height=2055&name=cross-object-associate-flow.gif 1767w" sizes="(max-width: 589px) 100vw, 589px"></p> U kunt nu de gekoppelde records bekijken in de <a href="https://knowledge.hubspot.com/nl/object-settings/customize-records" rel="noopener" target="_blank">rechterzijbalk</a> van het record, <a href="https://knowledge.hubspot.com/nl/object-settings/customize-records" rel="noopener" target="_blank">op het tabblad<em>Overzicht</em></a> en als <a href="https://knowledge.hubspot.com/nl/records/associate-records#view-record-associations-on-an-index-page" rel="noopener" target="_blank">kolom op de startpagina van het object</a>. Zodra records zijn gekoppeld, kunt u leren hoe u <a href="#edit-or-remove-associations-on-a-record" rel="noopener">uw koppelingen kunt bewerken.</a> <br> <h3>Records in bulk koppelen</h3> <p>Er zijn meerdere manieren om records in bulk te koppelen:</p> <ul> <li aria-level="1"><a href="https://knowledge.hubspot.com/nl/import-and-export/import-objects?_ga=2.50894061.555293735.1649863571-68569907.1649863571" rel="noopener" target="_blank">Koppel records via een import,</a> die de optie bevat om <a href="https://knowledge.hubspot.com/nl/import-and-export/import-objects#import-association-labels" rel="noopener" target="_blank">koppelingslabels te importeren. </a>De records in je import kunnen zowel nieuwe als bestaande records zijn. Leer hoe HubSpot <a href="https://knowledge.hubspot.com/nl/records/deduplication-of-records?_ga=2.50894061.555293735.1649863571-68569907.1649863571" style="color: #0091ae;" rel="noopener" target="_blank">bestaande records identificeert en ontdubbelt</a>.</li> <li aria-level="1"><a href="https://developers.hubspot.com/beta-docs/guides/api/crm/associations" style="color: #0091ae;" rel="noopener" target="_blank">Koppel records via API</a>.</li> <li aria-level="1">Schakel de instelling in om <a href="https://knowledge.hubspot.com/nl/object-settings/automatically-create-and-associate-companies-with-contacts?_ga=2.50894061.555293735.1649863571-68569907.1649863571" rel="noopener" target="_blank">contact- en bedrijfsrecords automatisch te koppelen op basis van het bedrijfsdomein</a>.</li> </ul> <a id="primary-company-information" data-hs-anchor="true"></a> <h3>Primaire bedrijfsassociatie</h3> <p>Er is een standaard <em>primair</em> label voor <em>[Object] </em>> <em>Bedrijfsrelaties</em>. U kunt bijvoorbeeld een primair bedrijf instellen op een contactpersoonrecord, maar u kunt geen primair contact instellen op een bedrijfsrecord. Als u een <em>Professional-</em> of <em>Enterprise-account</em> hebt, kunt u <a href="https://knowledge.hubspot.com/nl/object-settings/create-and-use-association-labels#create-and-edit-association-labels" rel="noopener" target="_blank">een aangepast primair label maken</a> voor andere objectrelaties.</p> <p>Het primaire bedrijf wordt op de volgende manieren ingesteld of gebruikt:</p> <ul> <li>Als je een bedrijf associeert tijdens het maken van een nieuwe record, wordt dat bedrijf standaard ingesteld op primair.</li> <li>Voor <span style="text-decoration: underline;">contactrecords</span> is het eerste bedrijf dat u aan een record koppelt standaard het primaire bedrijf. Als de contactpersoon slechts één gekoppeld bedrijf heeft, moet die koppeling primair zijn.</li> <li>Het primaire bedrijf verschijnt in de <a href="#view-record-associations-on-an-index-page" rel="noopener" target="_blank"> kolommen</a> <a href="#view-record-associations-on-an-index-page" rel="noopener" target="_blank">[Object] → Bedrijf (primair)</a> en <a href="#view-record-associations-on-an-index-page" rel="noopener" target="_blank">[Object] → Bedrijven</a> op andere objectstartpagina's.</li> <li>Alle activiteiten op de tijdlijn van de record (bijv. gelogde e-mails, gesprekken) worden automatisch geassocieerd met alleen het primaire bedrijf. Je kunt nog steeds <a href="https://knowledge.hubspot.com/nl/object-settings/create-and-use-association-labels#edit-the-contact-company-association" style="color: #0091ae;"></a><a href="https://knowledge.hubspot.com/nl/records/associate-activities-with-records#associate-an-existing-activity-to-another-record">handmatig activiteiten koppelen</a> aan de andere bedrijven.</li> <li>Als u de opties hebt ingeschakeld om <a href="https://knowledge.hubspot.com/nl/object-settings/manage-how-lifecycle-stages-sync-between-objects" rel="noopener" target="_blank">levenscyclusfasen van bedrijven te synchroniseren met contactpersonen of deals,</a> zal de synchronisatie alleen de levenscyclusfase van het primaire bedrijf bijwerken.</li> <li>Naar de primaire koppeling wordt verwezen in <a href="/nl/lists/create-active-or-static-lists" rel="noopener" target="_blank">lijsten, </a><a href="https://knowledge.hubspot.com/nl/automation/topics" rel="noopener" target="_blank">workflows, </a><a href="https://knowledge.hubspot.com/nl/reports/create-custom-single-object-reports" rel="noopener" target="_blank">objectoverschrijdende rapporten</a> en <a href="https://knowledge.hubspot.com/nl/reports/create-custom-single-object-reports" rel="noopener" target="_blank"></a><a href="https://knowledge.hubspot.com/nl/website-pages/personalize-your-content" rel="noopener" target="_blank">personalisatietokens.</a></li> </ul> <h2>Verenigingen op een record bewerken of verwijderen</h2> <p>Om een associatie bij te werken of te verwijderen:</p> <ul> <li>Navigeer naar je records:</li> <ul> <li><strong>Contacten:</strong> Ga in je HubSpot-account naar <strong>CRM</strong> > <strong>Contactpersonen</strong>.</li> <li><strong>Bedrijven:</strong> Ga in je HubSpot-account naar <strong>CRM</strong> > <strong>Bedrijven</strong>.</li> <li><strong>Aanbiedingen:</strong> Ga in je HubSpot-account naar <strong>CRM</strong> > <strong>Deals</strong>.</li> <li><strong>Tickets:</strong> Ga in je HubSpot-account naar <strong>CRM</strong> > <strong>Tickets</strong>.</li> <li><strong>Aangepaste objecten:</strong> Ga in je HubSpot-account naar <strong>CRM</strong> en selecteer het <strong>aangepaste object</strong>.</li> </ul> <li>Klik op de <strong>naam</strong> van de record waarvoor u de koppelingen wilt bewerken.</li> <li>Ga in het rechterpaneel van het record met de muis over de <span style="font-weight: bold;">associatiekaart</span><span style="font-weight: normal;"> en</span> klik op <span style="font-weight: bold;">Meer</span>:</li> </ul> <p><img src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/manage-associations.png?width=434&name=manage-associations.png" alt="manage-associations" width="434" loading="lazy" style="width: 434px; margin-left: auto; margin-right: auto; display: block;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/manage-associations.png?width=217&name=manage-associations.png 217w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/manage-associations.png?width=434&name=manage-associations.png 434w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/manage-associations.png?width=651&name=manage-associations.png 651w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/manage-associations.png?width=868&name=manage-associations.png 868w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/manage-associations.png?width=1085&name=manage-associations.png 1085w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/manage-associations.png?width=1302&name=manage-associations.png 1302w" sizes="(max-width: 434px) 100vw, 434px"></p> <ul> <li style="list-style-type: none;"> <ul> <li><strong>Als primair instellen </strong>(alleen bedrijven): selecteer voor gekoppelde bedrijven om de<a href="#primary-company-information" rel="noopener"> bedrijfsassociatie primair</a> te maken. Schakel in het dialoogvenster het <span style="font-weight: bold;">selectievakje</span> in als u een ander bedrijf vervangt en klik vervolgens op <strong>Bijwerken</strong>.</li> <li><strong>Verwijderen als primair </strong>(alleen bedrijven): selecteer om de bedrijfsassociatie als primair te verwijderen. Om een nieuw primair bedrijf te selecteren, klikt u in het dialoogvenster op het <strong>vervolgkeuzemenu </strong>en selecteert u het<strong>bedrijf</strong>. Het oorspronkelijke primaire bedrijf is nog steeds gekoppeld aan de record, maar wordt niet langer als primair aangeduid.</li> </ul> </li> </ul> <p class="alert"><strong>Let op:</strong> voor contactrecords is een <a href="#primary-company-information" rel="noopener">primaire bedrijfskoppeling</a> <span style="text-decoration: underline;">vereist</span>. Voor contactpersonen met meerdere gekoppelde bedrijven geldt dat als u een bedrijf als primair verwijdert, u een ander primair bedrijf moet selecteren. Als een contactpersoon slechts één gekoppeld bedrijf heeft, is dat bedrijf standaard primair en kunt u het primaire label <span style="text-decoration: underline;">niet</span> verwijderen.</p> <ul> <li style="list-style-type: none;"> <ul> <li><strong>Associatielabels bewerken</strong><em>(</em> alleen<em>Professional</em> en <em>Enterprise</em> ): selecteer deze optie om het <a href="https://knowledge.hubspot.com/nl/object-settings/create-and-use-association-labels#create-and-edit-association-labels" rel="noopener" target="_blank">associatielabel</a> bij te werken <a href="https://knowledge.hubspot.com/nl/object-settings/create-and-use-association-labels#create-and-edit-association-labels" rel="noopener" target="_blank">.</a> Klik in het dialoogvenster op het <strong>vervolgkeuzemenu</strong> en selecteer een nieuw <strong>label </strong><span style="font-weight: normal;">of klik op </span><strong>x </strong><span style="font-weight: normal;">om een label te verwijderen</span>. Klik op <strong>Bijwerken</strong>. U kunt <a href="https://knowledge.hubspot.com/nl/import-and-export/import-objects#import-association-labels" rel="noopener" target="_blank">koppelingslabels</a> ook <a href="https://knowledge.hubspot.com/nl/import-and-export/import-objects#import-association-labels" rel="noopener" target="_blank">in bulk instellen via importeren.</a></li> <li><strong>Associatie verwijderen:</strong> selecteer om de associatie te verwijderen. Klik in het dialoogvenster op <strong>Associatie verwijderen</strong>. Als de associatie die je verwijdert een primair bedrijf is, gebruik dan het <strong>vervolgkeuzemenu</strong> om een nieuw primair bedrijf te kiezen.</li> </ul> </li> </ul> <h2>Recordassociaties weergeven op een startpagina</h2> <p>Je kunt geassocieerde records in bulk bekijken op de startpagina van elk object in de kolommen<em> </em>geassocieerd object. Je kunt kolommen weergeven voor elk koppelingstype (bijvoorbeeld <em>Deal</em> <em>→ Bedrijven</em>) en voor het primaire bedrijf van een record (bijvoorbeeld <em>Contact</em> <em>→ Bedrijf (primair)</em>).</p> <ul> <li>Navigeer naar uw records:</li> <ul> <li><strong>Contacten:</strong> Ga in je HubSpot-account naar <strong>CRM</strong> > <strong>Contactpersonen</strong>.</li> <li><strong>Bedrijven:</strong> Ga in je HubSpot-account naar <strong>CRM</strong> > <strong>Bedrijven</strong>.</li> </ul> </ul> <ul> <ul> <li><strong>Aanbiedingen:</strong> Ga in je HubSpot-account naar <strong>CRM</strong> > <strong>Deals</strong>.</li> <li><strong>Tickets:</strong> Ga in je HubSpot-account naar <strong>CRM</strong> > <strong>Tickets</strong>.</li> <li><strong>Aangepaste objecten:</strong> Ga in je HubSpot-account naar <strong>CRM</strong> en selecteer het <strong>aangepaste object</strong>.</li> </ul> <li>Om geassocieerde records weer te geven als kolommen in de tabel: <ul> <li>Klik rechtsboven in de tabel op <strong>Kolommen bewerken</strong>.</li> <li>Selecteer in het dialoogvenster aan de linkerkant het <strong>selectievakje </strong>naast <em>[Object] → [Objecten] </em>om koppelingen van dat type weer te geven<i>. </i>Als u bijvoorbeeld op de startpagina voor contactpersonen bent, kunt u<em> Contact → Bedrijven, Contact → Bedrijf (primair), Contact → Deals</em>, enz. selecteren.</li> <li>Klik op <strong>Toepassen</strong>. Meer informatie over <a target="_blank" href="https://knowledge.hubspot.com/nl/records/filter-records-and-save-views#customize-a-view-s-properties-and-board-cards" rel="noreferrer nofollow noopener">het aanpassen van de tabel.</a></li> </ul> </li> <li>Klik in de kolommen op <strong style="font-family: var(--kb-token-basefontfamily), var(--kb-token-fallbackfontstack);">[x]</strong><strong style="font-family: var(--kb-token-basefontfamily), var(--kb-token-fallbackfontstack);"> records</strong><span style="font-family: var(--kb-token-basefontfamily), var(--kb-token-fallbackfontstack);"> om de recordassociaties voor die objectrelatie te bekijken. Klik in het pop-upvenster op de </span><strong style="font-family: var(--kb-token-basefontfamily), var(--kb-token-fallbackfontstack);">naam </strong><span style="font-family: var(--kb-token-basefontfamily), var(--kb-token-fallbackfontstack);">om een specifieke gekoppelde record te bekijken of klik op </span><strong style="font-family: var(--kb-token-basefontfamily), var(--kb-token-fallbackfontstack);">Gekoppelde [Objecten] weergeven</strong><span style="font-family: var(--kb-token-basefontfamily), var(--kb-token-fallbackfontstack);"> om een weergave van alle gekoppelde records voor die relatie te openen.</span></li> </ul> <p><img src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/view-associated-records-link.gif?width=800&height=112&name=view-associated-records-link.gif" width="800" height="112" loading="lazy" alt="view-associated-records-link" style="height: auto; max-width: 100%; width: 800px; margin-left: auto; margin-right: auto; display: block;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/view-associated-records-link.gif?width=400&height=56&name=view-associated-records-link.gif 400w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/view-associated-records-link.gif?width=800&height=112&name=view-associated-records-link.gif 800w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/view-associated-records-link.gif?width=1200&height=168&name=view-associated-records-link.gif 1200w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/view-associated-records-link.gif?width=1600&height=224&name=view-associated-records-link.gif 1600w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/view-associated-records-link.gif?width=2000&height=280&name=view-associated-records-link.gif 2000w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/view-associated-records-link.gif?width=2400&height=336&name=view-associated-records-link.gif 2400w" sizes="(max-width: 800px) 100vw, 800px"></p> <h2>De associatiegeschiedenis van een record bekijken</h2> <p>U kunt de geschiedenis van de koppelingen van een record bekijken, inclusief alle gekoppelde records en <a href="https://knowledge.hubspot.com/nl/records/associate-activities-with-records" rel="noopener" target="_blank">activiteiten</a>. U kunt ook bekijken wanneer de records oorspronkelijk werden gekoppeld en de bron van de koppeling.</p> <ul> <li>Navigeer naar uw records:</li> <ul> <li><strong>Contacten:</strong> Ga in je HubSpot-account naar <strong>CRM</strong> > <strong>Contactpersonen</strong>.</li> <li><strong>Bedrijven:</strong> Ga in je HubSpot-account naar <strong>CRM</strong> > <strong>Bedrijven</strong>.</li> <li><strong>Aanbiedingen:</strong> Ga in je HubSpot-account naar <strong>CRM</strong> > <strong>Deals</strong>.</li> <li><strong>Tickets:</strong> Ga in je HubSpot-account naar <strong>CRM</strong> > <strong>Tickets</strong>.</li> <li><strong>Aangepaste objecten</strong>: Ga in je HubSpot-account naar <strong>CRM</strong> en selecteer het <strong>aangepaste object</strong>.</li> </ul> <li>Klik op de <strong>naam</strong> van een record.</li> <li>Klik in het linkerpaneel op <strong>Acties</strong> en selecteer vervolgens <strong>Geschiedenis van koppelingen weergeven</strong>.</li> </ul> <p><img src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/view-association-history.png?width=400&name=view-association-history.png" alt="view-association-history" width="400" loading="lazy" style="width: 400px; margin-left: auto; margin-right: auto; display: block;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/view-association-history.png?width=200&name=view-association-history.png 200w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/view-association-history.png?width=400&name=view-association-history.png 400w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/view-association-history.png?width=600&name=view-association-history.png 600w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/view-association-history.png?width=800&name=view-association-history.png 800w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/view-association-history.png?width=1000&name=view-association-history.png 1000w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/view-association-history.png?width=1200&name=view-association-history.png 1200w" sizes="(max-width: 400px) 100vw, 400px"></p> <ul> <li>Selecteer in het vervolgkeuzemenu <em>Selecteer een object</em> een <strong>object</strong> of <strong>verbintenis</strong> om te bekijken welke records of activiteiten van dat type aan de record zijn gekoppeld.</li> <li>In de tabel kunt u de naam van elke gekoppelde record of activiteit, de <a href="https://knowledge.hubspot.com/nl/records/deduplication-of-records#deduplicate-records-by-object-id" rel="noopener" target="_blank"><span style="font-style: italic;">record-ID</span></a>, de bijwerking ( <span style="font-style: italic;">Aangemaakt</span> of <span style="font-style: italic;">Verwijderd</span><span style="font-style: normal;">) en de </span>datum en tijd van de bijwerking bekijken. Je kunt ook de bron van de update zien, die een van de volgende is: <ul> <li><strong>Gebruiker:</strong> de associatie is handmatig bijgewerkt door een gebruiker. De bron bevat de naam van de gebruiker of, indien onbekend, de gebruikers-ID.</li> <li><strong>Object verwijderd:</strong> de associatie is bijgewerkt omdat het record of de activiteit is verwijderd.</li> <li><strong>Object samenvoegen:</strong> de koppeling is bijgewerkt als gevolg van samengevoegde records.</li> <li><strong>Object herstellen:</strong> de koppeling is bijgewerkt als gevolg van een hersteld record.</li> <li><strong>Importeren:</strong> de koppeling is bijgewerkt via een import.</li> <li><span style="font-weight: bold;">Automatische associatie op domein:</span> voor contactpersonen en bedrijven werd de associatie <a href="https://knowledge.hubspot.com/nl/object-settings/automatically-create-and-associate-companies-with-contacts" rel="noopener" target="_blank">automatisch bijgewerkt door HubSpot op basis van het bedrijfsdomein</a>.</li> <li><strong>API:</strong> de associatie werd bijgewerkt via API.</li> <li><strong>Taak:</strong> de associatie werd bijgewerkt via interne automatisering.</li> <li><strong>Migratie:</strong> de associatie werd bijgewerkt via een gegevensmigratie.</li> <li><strong>Onbekend:</strong> de bron van de koppeling kon niet worden bepaald.</li> </ul> </li> </ul> <p><img src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/association-history-details.gif?width=900&name=association-history-details.gif" alt="association-history-details" width="900" loading="lazy" style="width: 900px; margin-left: auto; margin-right: auto; display: block;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/association-history-details.gif?width=450&name=association-history-details.gif 450w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/association-history-details.gif?width=900&name=association-history-details.gif 900w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/association-history-details.gif?width=1350&name=association-history-details.gif 1350w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/association-history-details.gif?width=1800&name=association-history-details.gif 1800w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/association-history-details.gif?width=2250&name=association-history-details.gif 2250w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/association-history-details.gif?width=2700&name=association-history-details.gif 2700w" sizes="(max-width: 900px) 100vw, 900px"></p> <ul> <li>Om een koppeling naar een record of afspraak in de tabel te kopiëren, beweeg je met de muis over de koppeling en klik je op het <strong>pictogram</strong> <span class="ss-icon-font notranslate" translate="no">duplicate</span> <strong>kopiëren</strong>.</li> <li>Om de hele geschiedenis van een specifieke koppeling te bekijken, beweeg je met de muis over de record of afspraak en klik je op <strong>Geschiedenis weergeven</strong>. 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