Sometimes when you create a ticket from a Customer or Deal, all associated Activity will link to the ticket. If this is done by accident, you can easily spend a while trying to unlink every Note, Email, Call, Task, and Meeting on the ticket. This is both frustrating and time-consuming. If you leave everything, the ticket can easily feel convoluted and frustrating to understand. This also presents the problem of updating a ticket Status if one of the related emails is associated with another open ticket.
To fix this, adding some sort of “Remove All Activity” option would unlink all activity for just that one ticket. Since HubSpot requires at least one association with a related Activity if no other associated records are related to an Activity, it should keep it on the ticket. This would make it easier to clean up the ticket.
Oh my gosh, yes please!! People of Hubspot, please listen to Bonnie! This is not the “expected behavior”.
This “Idea” was Submitted 3 years ago. Not only is it still the default behavior, but 3 years later there is still no easy remedy! No work-around. No fix to compensate for unexpected behavior. Unlike when a Ticket is created from elsewhere, it does not ask if you’d like to include all Activity from __ either; it just adds it all in there. It also includes all of the Attachments sent in all of those emails in the Ticket’s Attachments!
Yes please - untangling auto linked activities (especially emails) is crazy. I’m fine with hubspots associations but the difficulty of dissassociating activities quickly is a problem.
We need people to use the system & that usage will be predicated on the value the users see from the system. Irrelevent activites (email threads) lower the informative value of tickets & deals.
There should be a quick remove all activity button for each activity type (hiding will hide the useful one’s to).
There should also be a single button at the top of each thread to Dissassociate from the current recor. The user can at least then go down a the activity view and do a quick remove from the record - that in itself would quickly tidy the whole system.
The current Associations managment tool is always at the bottom of an email thread. This can necessitate expanding & scrolling down multiple threads to unlink. Even moving this function to the top of an email thread would be a huge help.
Please please please HubSpot provide some action on this thread. The amount of activities that get mistakenly tracked against tickets/deals/companies/contacts is huge. I know it is sometimes user error, but at least have the disassociation at the top it might help a bit …