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Customer Success & Service

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Imported contacts names overwritten with email
- Hello, I'm importing a large number of contacts to Hubspot from another platform. When I did so, I specifically assigned the first and last name columns to the corresponding first and last names. However, when I view my contacts, all of them have their email addresses where it says "name" and also "email." That said, when I search by a specific name, the proper contact does come up. Why doesn't their names show up under the "Nam ...read more
Can I adjust the profile image/avatar that shows up on a Hosted Email?
- Hi there, I'm hoping to adjust the email icon that is shown when send an email from our Hosted Email Support profile so it displays as our logo. I can't seem to figure out how to do this and Google keeps directing me to my personal profile. Is there a setting I'm missing? Or am I supposed to login under the Hosted Email's profile? TIA! ...read more
in Tickets & Form: How to create two fields with a many-to-many correspondence relationship?
- Hi All, how are u doing~ i have a problems with form. when i creat a form for after sales, there are 2 propertities need to be added, one is model, another is issue type. at one deal, customer will buy multy models, and more than one model might have problems, each model need to related to their own type. so what i need is: model can be multy choose, issues type can be multi choose, the each model will associate to one issue type. or t ...read more
Dynamic Dropdown in Ticket Form Based on Active Values in a Contact Multi-Checkbox Property
- Hi everyone, I’m trying to create a dropdown field in a ticket form that only shows options based on the values currently selected (checked) in a multi-checkbox property on the contact level . Specifically: I have a custom contact property with multiple checkbox options. In a ticket form, I want to display a dropdown field that only shows the options that are currently selected for that specific contact. Is this nat ...read more
New Courses and Appointment Objects
- I wanted to see if anyone has come across any best practices for using the new Course and Appointment objects in HubSpot. While HubSpot has released the standard documentation, I haven’t seen much around real-world examples or how others are putting them to use. We’re a smaller team on the Professional license and have often had to repurpose existing objects due to limitations around creating custom ones. These feel like pre-built custom ...read more

RSunkara on May 15, 2025

Pagination setup in ADF

Hi, I’m looking for support in implementing pagination for HubSpot data in Azure Data Factory.

Reply Discussion Knowledge Base

0 upvote

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LC79 on May 14, 2025

Company (Customer) Picker for Hypercare Dashboard

Hi All I was hoping to create a simple Hypercare dashboard with all of the relevant reports on for our new clients currently in the onboarding stage, but I can't seem to design a dashboard or report that can filter by "company" or customer. read more

Reply Discussion Dashboards

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

May 15, 2025

Hi @LC79 , You should be able to add dashboard filters for customer status like explained here: https://knowledge.hubspot.com/dashboards/use-...read more

KDorsey2 on May 14, 2025

Chat Options for Better Visibility

Hello, Our chat has more traffic than our phones, and less responses than our form submissions. Because of this, the chats get lost in the HelpDesk, as the team is usually working Tickets. In other CRMs, the chat is presented as a pop up for th read more

Reply Discussion Chat

0 upvote

1 Reply

JWingate2

Guide | Elite Partner

May 14, 2025

Hi @KDorsey2 , Could you transition the team to work on Tickets inside the Help Desk so you have visibility of the chat in the Help Desk? Th...read more

AFranklin4 on May 14, 2025

Company average NPS

I want to create a Company Property that is an average NPS score based on the NPS Property of every Contact associated with that Company. Please advise on the best way to accomplish this.

Reply Discussion Professional

0 upvote

1 Reply

Jaycee_Lewis

Community Manager

May 14, 2025

Hey, @AFranklin4 👋 Thanks for your question. I think your biggest limitation will be the fact that you can't make a cross-object calculation p...read more

ClaireBIGENIUS on May 14, 2025

Knowledge base migration - Draft article content erased if you update article order in categories

Hi, This post is to check if some other Knowledge base users are having the same troubles as I am. Since the Knowledge base migration, if I update some articles without publishing the updates (let them in draft mode) and then reorganize articles i read more

Reply Discussion Knowledge Base

8 upvotes

2 Replies

ClaireBIGENIUS

Contributor

May 15, 2025

@Jaycee_Lewis you're right, I also added a reply to it. It is https://community.hubspot.com/t5/Knowledge-Base-Tool/Issues-with-Hubspot-Knowledge-A...read more

ParHeed on May 14, 2025

HubSpot Service Hub in an international environment

Looking for tips, best practices, etc. when setting up a Service Hub in an international environment with customer service in multiple countries, operations and users in multiple time zones etc. What to consider? I can't find anything written so I'm read more

Reply Discussion Best Practices

0 upvote

1 Reply

Jaycee_Lewis

Community Manager

May 14, 2025

Hey, @ParHeed 👋 Thanks for your question. Sometimes, to help our community members help you, we need to break it down into smaller chunks. I h...read more