Auto-Save on Notes

Status: Idea Submitted

Status history

A couple months ago I heard from Hubspot that this feature was being worked on. I also suggested that it be possible for multiple editors to work on the note. At this time it makes more sense to link out to a Google Doc for notes you 1) don’t want to lose and 2) create collaboratively. But…we shouldn’t have to resort to a separate (FREE!) product to do want a $125/per user/per month product should handle natively in the year 2022!!

Oh, the irony while posting this note… “Your content was last auto-saved at 2:49 PM”

This is a lost cause. HS just doesn’t care. Time to move on to a better CRM. Over 2 years and not so much as an acknowledgment.

Yes, that happened to me a few times and I very much appreciate the idea of the same autosave behavior as we enjoy in other parts of HubSpot.

Yes, please please add an autosave as it would save us all tons of time when we make those oops moments and accidently close or move away from a contact or company window.

Ditto. I lose notes at least once every couple of months.

THIS IS A LOST CAUSE. HS DOES NOT CARE.

Yes, in my company too the notes have accidentally not gotten saved. It would be great that the notes would be autosaved for sure!

this is a no-brainer. and also make better features like bullets, numbers, and formatting you see in any cloud based word processor. this is my only complaint w/ your service…do it :slightly_smiling_face:

I get this feature request on a weekly basis from my sales team!

Alas it seems hopeless. HS has never responded and thus not an issue they
care about in the least.

Not sure how this is not already a feature. HS, please add auto save to notes.

This is an essential feature. I just lost my notes from a meeting after accidentally clicking on a bookmark link. Please add asap!

+1!!!

huge pain point.

Every other major platform does this, and easily.

The alternative is taking notes in some other app (like notepad!) and then copy/pasting notes into hubspot. terrible experience.

THIS IS NEVER GETTING FIXED!! HS just doesn’t think this is a problem.

Ugh. This is super discouraging to see that this has been an ongoing thing since at least 2020! The amount of time I would save with auto save would be huge! This needs to carry over into any of the features that have any sort of note taking ability, notes, call logs, meeting team notes - All of it! When I get distracted and try moving off of the screen when I’m inputting notes, the system at least notifies you to ask if you want to stay or leave. If you try adding a meeting note under the “team notes” section and think you hit save, nothing warns you that you’re about to navigate without saving. It’s infuriating. I’m a sales rep. I am trying to move at a pace that allows me to do my job efficiently and technology issues or small mistakes end up costing me a huge amount of time. :weary_face::weary_face::weary_face:

We would also like to see this feature added. Our team is fairly smoothly using the platform but the save button has been a complaint and work has been lost.

Unbelievable that this has not been fixed over time.
Created so many notes and excidentally clicked away from the tab - Notes Gone.
Had written notes during in-person customer meetings closed the laptop without saving - Gone
Created notes and internet was choppy - Notes Gone
What a waste of time and unnecessary irritation and frustration created! And for such a big company, like Hubspot, not to have fixed this already… Seems like a must have these days for any platfrom.
Reminder to self: write notes in Google Drive or any other platfrom that is capable of auto-saving notes and copy - paste these into HS.
Fun fact.. Hubspost is able to auto-save this comment :face_with_crossed_out_eyes:

Notes and comments. Happens unfotunately too often when I’m moving too quick during a sales call.

I have been following this thread for a while in the hope that there is an update to fix this. Today, one of our users found that newly created notes and emails are saving so if you accidentally refresh or close the modal, the text created so far is retained. Just tested and its working for me too. Not sure if anyone has found this?
It doesn’t seem to be the case for replying to emails I am finding

Similar to a post 4 hours ago- I also tried this out for notes and it did work. However comments on notes DO NOT save in the event of refresh or close of the window.
If Hubspot is listening (which maybe I think they are now?? We’ve been waiting for years!!) PLEASE finish the full scope of this fix- ITS SO IMPORTANT. Would love comments on notes, meetings to autosave, etc.