We use cookies to make HubSpot's community a better place. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included).

Allow cookies
Reject

CRM

Search CRM for solutions or ask a question
cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 
CarlosM

‎Apr 5, 2019 6:51 AM

Contributor

Shortcuts

SOLVE

It would save time to have options to do certain things within a company record with one click rather than several. For example, to add a note or task you currently have to click 'note' then 'add note'. It might seem lazy but I am adding notes all the time and it would be much quicker to have a separate 'add note' button within the record which would take just one click.

0 Upvotes
1 Accepted solution
MFrankJohnson
Solution

‎Apr 5, 2019 8:44 AM

Thought Leader

Shortcuts

SOLVE

HubSpot UI 2019: Create a note in a single click!HubSpot UI 2019: Create a note in a single click!

 

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


Frank on LinkedIn

HubSpot's Hiring World-Wide!

View solution in original post

3 Replies 3
MFrankJohnson
Solution

‎Apr 5, 2019 8:44 AM

Thought Leader

Shortcuts

SOLVE

HubSpot UI 2019: Create a note in a single click!HubSpot UI 2019: Create a note in a single click!

 

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


Frank on LinkedIn

HubSpot's Hiring World-Wide!

CarlosM

‎Apr 5, 2019 8:50 AM

Contributor

Shortcuts

SOLVE

Oops!!!

Thank you Frank (for making me look silly). Sometimes the solution is too obvious to notice Smiley LOL

MFrankJohnson

‎Apr 5, 2019 8:57 AM

Thought Leader

Shortcuts

SOLVE

Silly wasn't my intention. I just know how it felt when I couldn't find it myself. (head shaking)

Those 'buttons' aren't very intuitive until AFTER you use them. haha 🙂

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


Frank on LinkedIn

HubSpot's Hiring World-Wide!

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.
Shortcuts
HubSpot UI 2019: Create a note in a single click!  
HubSpot UI 2019: Create a note in a single click!  
Sales
Apr 5, 2019