I would like to be able to set default activity filters org-wide for contacts/companies and other records.
Right now I have to tell each user to match what filters I have so they are not seeing too much info on each record page.
I would like to be able to set default activity filters org-wide for contacts/companies and other records.
Right now I have to tell each user to match what filters I have so they are not seeing too much info on each record page.
This is much needed!
I agree that this is needed! Following to see if this will be implemented. ![]()
Agreed!! This would be amazing.
This idea would be super helpful for our teams, as certain activities automated arent relevant when dealing with the contacts therefore it really clogs up their screen
Exactly. I think this is a no-brainer feature. I don’t know why it is not there. Otherwise, other team members don’t have the visibility on what action was taken regarding a particular Contact or Company. Absolutely MUST HAVE!!
This idea should be there. please add
When I go to a Contact then Activity there is a list of activity. It gives an option to Filter the Activity to show specific information. We would like to see this set up from Hubspot where we can from the ADMIN side set this up for all of our users to streamline the information to what we use and would like them to focus on. Much needed for any business. We spend a lot of time micro setting up each user and it is not cost effective on the company side and is time consuming.
This would be really helpful, especially for Integrations that enrich the Activity feed. HubSpot customers expect to install an app from the marketplace and have the activity show up without them having to manually instruct each user to click the checkbox under the “Integrations” section.
Even more helpfull and VERY IMPORTANT because of Protection of information laws it is now essential to be able to segregate data on a granular level so that one team can not see another teams activity. If these filters including the team filter for activities could be set globally by admins this would solve a big access control headace for our clients that have to comply with laws
Very important function.
I don’t know why the workflows are showing up at all. It makes no sense. The average users don’t need to see the automation workflow.
Please enable this.
Hi together,
i would liket to have a possibility to set filter activities on the contact level by default, so that all users have the same defaults!
I ask because we have a C4C system (SAP) in addition to HubSpot and use a HubSpot mashup there. Here, sales can look at recent contact level events directly in C4C. The problem with this is that it seems that the activity filters can only be changed in HubSpot. If a change is made within the mashup in C4C, it does not save the mashup and the changes are lost.
However, since Sales only needs individual activity information and also makes changes in C4C rather than HubSpot, I need a solution on how to either save the filter settings directly in the mashup or how to preset for all users or specific teams.
Thanks in advance for your ideas and upvotes!
Best
Fabian
Upvoted. This would be hugely helpful for Sales and SDR/BDR teams — particularly to help surface the right Contact activities to the Salesforce visualforce window so they only see the most relevant information (i.e., page views, form submissions, webinar attendance, video plays, etc).
I would like the sms feature to be in the activity feed for all contacts as the default.
This would be wildly helpful!
Upvoting
Please make this available. So much of our BD work is through Linked In yet unless you know to click o the filter you’ll not see the messages being sent. This should be standard -
Hi everybody, I think it’s solved from HubSpot?! So I can see in my case that the filters can be set now in the mashup and they will be saved if I refresh the site! Anyone have the same experiences?
+1
This is the greatest idea I’ve ever heard.