I feel it would be helpful and efficient to be able to quickly access and edit associations on activities in the feed without having to expand the activity box.
Right now if you associated a contact of company on an activity (email, call, etc.) there is no quick way to associate or disassociate that activity with contacts without expanding the acticity log.
Sometimes email threads are long and having to scroll all the way to the bottom of the feed to add or remove the association from an old deal or contact that isn’t valid (like an internal contact or company) takes a while.
If you could see the associations without expanding and make edits that would be great.
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.
Same type of idea here HubSpot Community - Create a “Disassociate All Activity” or “Disassociate All” on Tickets - HubSpot Community
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.