Auto Save

[jesposito]

Auto Save option for data updates under contacts and companies on the left column would save a plethora of time on a daily basis. 

[jamabryan]

Is there any way to turn this feature off? We have automations that fire when a property is updated... One of our automations fired 19 times in 4 minutes. That's a bit extreme.

[plapl2]

This should definitely be a feature to opt out of. I can foresee many of our users who aren't tech savvy accidentally typing over something and moving on before realizing they updated a property without meaning to. 

[LJohnson88]

Great step  - but definitely has some bugs that need ironing out. 

We have a contacts table on a tab against the company object. When editing text fields in this table, the autosave closes the text box when it triggers. Creating a bit of friction with using  a very useful feature. 

[ACroghan]

This is a great idea in theory but it is causing some errors in its current state. 

We have team members trying to update properties in the company view and the system refreshes mid-update, then it moves the cursor back to the beginning of the text.

Additionally, in filter views, I experienced instances where I attempted to update the property, as soon as my filter criteria was met (e.g. the property is now known) the record was removed from the view. If there was a mistake on the property I updated, I would not be able to find it again. 

[SCuff]

Auto-save glitches halfway through typing and starts typing at the start of the cell.

A great update but needs improvement to prevent - definetely not yet seamless

[AlfredoC]

There should be a feature to turn this off.

[yasiooy]

Agreed, it's a great feature but some of our clients crucially need to keep it the way it was. A lot of minor missclicks are causing our workflows to enroll records which wouldn't enroll if we still had the 'Save' button at the end of making edits. This is definitely something that we should be able to turn on and off in settings.

[RRiebman]

Will this be a feature we can turn off?

[SkeeStylus · Accepted solution]

Great News everyone this is actually now in BETA.  Check it out. 

What is it?

HubSpot now automatically saves property edits made on the CRM index page.

Why does it matter?

This feature streamlines data entry by reducing clicks and automatically saving information, increasing efficiency and minimizing data loss for CRM users.

How does it work?

When users edit properties on the index page, they no longer need to click ‘Save’. Instead, they’ll see a ‘Save’ status notification at the bottom-left of the screen, indicating when changes are saved.

If you need to undo a property edit, you can click ‘undo’ within the save status component. You can undo your most recent change.

Who gets it?

All Hubs and Editions

[AaronMcCausland]

We're another company among the many who have automations/workflows/etc that rely on the changes NOT being saved automatically.
This is a really cool feature for those who haven't built all their business processes around the previous manually saving method, and I would have suggested it myself, but I think most of us (probably the OP included) want it to be optional, only defaulted on for new HubSpot accounts, and not changed to be ON automatically and irreversibly for existing HubSpot accounts.

Please if you can, expedite the ability to turn the feature off, for those of us that have built our HubSpot stuff before the feature was released. For our company, it's not for sure yet whether it's a business-halting issue (causes some confusion and headaches but not disasters), but it sounds like it might be more trouble for some people than others.

Again, thank you for listening to your customers and providing the feature. But please also make it optional 🙂 -- maybe we just don't know where to go to turn it off?

[DHyland4]

Do we have the ability to delay the auto save feature?. As soon as I hit enter, it auto saves and closes the field. I then have to go back into the field to continue adding information

[RFransway]

THIS NEEDS TO STOP.

[DLima]

We urgently need the option to disable the automatic saving of information in records. We are experiencing issues with data being saved before the necessary adjustments are completed. As a result, workflow triggers are being activated prematurely, causing numerous problems, such as ticket updates and incorrect communication being sent.

[DharmendraJoshi]

This is horrible, is there any way to turn this feature off? We have automations that fire when a property is changed. Please allow the option to disable auto-save on the account level.

[BLarsen]

I agree with many of the comments in here. We really need the ability to opt out of this. We have workflows that send customer communications that could be sent by mistake simply by accidentally clicking the wrong option on a dropdown. This is really concerning.

[EMerm]

no option to turn this feature OFF and the integrations we spent over a year and tons of money on now don't function correctly. I am sure some people love this but not having the option to turn it off is kinda of insane. 

[CBCrawford]

We need to be able to turn this feature off as it's impacting our workflows in a negative way.
Very irresponsible for Hubspot to release this without the option to disable.

[Peta_APB]

Agree with @CBCrawford. I'm deeply concerned with the amount of automation we have, this could cause significant issues for our organisation. Can we please requestion this be an optional setting?

[LucyYu]

Hi, thank you for your efforts. 
Got some feedback from users: 

• Request: Wish to have a feature to customise auto-save or manual save to use

• Background: Users including myself may mistakenly select dropdowns, it'd get automatically updated, and related workflows would run which would cause a lot of troubles. Although there is an "Undo" button in the current UI, there might be cases where users don't press it in time as well.
  
  Thanks

[BorisSD]

Some of our property edits can accidentally trigger communications! We very much want to OPT OUT of autosave! 

[Dace004]

This should be an option that can be enabled or disabled, as it is causing many errors if you don't click "Undo" immediately.