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Customer Success & Service

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Enhancing Survey Flexibility and Reporting Capabilities in HubSpot
- I have added this twice as an idea; however, neither my colleagues nor Hubspot support can see it, so I'm sharing it as a message instead. Here are my previous idea submissions just in case someone can access them: first attempt , second attempt. Problem : Currently, when creating surveys in HubSpot, there are limitations that hinder our flexibility and reporting capabilities. One major issue is the inability to add mo ...続きを読む
Benefits of using new SERVICES object over a custom object
- Hey there, We have been developing a custom object to track our client's service inventory and just saw that @hubspot has added a new standard object called SERVICES to the object libary. (See below). Our development team is trying to decide if we should finish developing our custom object or scrap that custom object and customize the new SERVICES object instead. Open to any pros, cons or thoughts. Thank you! ...続きを読む
Hubspot Search doesn't search in Ticket Description
- Hello. Today i found out that when i use Search Hubspot to find words in Tickets. It works for ticket Name , Ticket notes But IT DOESNT SEARCH IN TICKET DESCRIPTION. IS it a bug? or is it that i dont know how to set it up ? ...続きを読む
Edit contacts in the conversation right sidebar
- Hello Since the conversation view changed to the Help Desk environment (which is very good), we can't edit the contacts directly in the right sidebar, as before (now it's a card type thing). It was very useful, especially for instance to upldate the language of the user when a new ticket entered. To have to get out of the conversation window to do it is a literal waste of time and my team doesn't update the contacts anymore, as it is so ...続きを読む
AI Chatbot outside working hours
- Hi all! TL;DR: - How to use the AI flow as out-of-hours support - How to create a support ticket if the AI can't help? I'm re-building our chatflow to utilise the AI Chatbot feature. To begin with, we'd like to use it for out-of-hours support. Our current flow has a rule around what happens if Support is not available, and here I'd like to replace the current Knowledge base lookup with AI. I'm trying to get my head a ...続きを読む

KariAlder 10月 08日, 2024

Assigning a Primary Contact

I could have sworn it used to be possible to assign a contact as the Primary on a Ticket, but I either imagined it or it is no longer possible. Is there a way to denote a contact as the Primary when a Ticket has several? I've been playing with the O 続きを読む

返信ディスカッション Professional

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1 コメント

karstenkoehler

殿堂入り | Solutions Partner

10月 08日, 2024

Hi @KariAlder , Correct, this is generally possible through association labels: https://knowledge.hubspot.com/object-settings/create-and-use-...続きを読む

Joyoustherapies 10月 08日, 2024

My lefthand side contact panel details aren't showing

Hi, I have set up my HS and noticed the first few contacts I manually entered showed more details in the left side along with the actions link and the little cog. This is no longer showing with new contacts being manually added. Does anyone kno 続きを読む

返信ディスカッション Free

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1 コメント

karstenkoehler

殿堂入り | Solutions Partner

10月 08日, 2024

Hi @Joyoustherapies , Are you referring to the left record sidebar? If something is not showing here, you can adjust it and bring it back into...続きを読む

KJames71 10月 07日, 2024

Error message

Hello everyone, I've been getting an error message when I browse my customer portal on HubSpot. I've submitted a ticket but I haven't had it resolved for a few days now. Error Message - Cannot access score breakdown without enabling score b 続きを読む

返信ディスカッション Starter

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2 コメント

KJames71

メンバー

10月 08日, 2024

Thank you. I’ll try those methods and see if it works. I didn’t see any notifications under data management but I deleted some of the applications tha...続きを読む

MainterBjorn 10月 07日, 2024

How do I set up a workflow that changes a field based on inbound/outbound e-mail?

In Hubspot HelpDesk you can use the built-in workflows to change the status of a ticket based on inbound/outbound e-mail. What I want to do is just set a property, "Waiting on", where the value is set to "Us" when an inbound mail is recieved on 続きを読む

返信ディスカッション Enterprise

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2 コメント

JWingate2

トップ投稿者 | Elite Partner

10月 07日, 2024

Hi @MainterBjorn , I believe what @kennedyp suggested above is the easiest way. I believe you could also create a workflow that is ticket ...続きを読む

dtg001 10月 06日, 2024

Inquiry About Ticket Creation, Allocation, and Description Features in HubSpot Customer Portal

Hello All, I’m reaching out to ask if the following features are currently available/possible in the HubSpot Customer Portal: Ticket Creation by Customers : Can customers create new support tickets directly through the customer portal? 続きを読む

返信ディスカッション Enterprise Local Development

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1 コメント

Jaycee_Lewis

コミュニティーマネージャー

10月 07日, 2024

Hey, @dtg001 👋 I moved this over to a different part of the community to get you more targeted views. — Jaycee

解決済み

JurojinPoker 10月 05日, 2024

HubSpot Support for Hotkeys/Keyboard Shortcuts

Hello HubSpot Team, First off, thank you for the great work you do every day. I am aware that you currently don't have hotkeys/keyboard support. I wish to suggest you include hotkeys where possible, specially the more intuitive ones that 続きを読む

返信ディスカッション Tickets

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1 コメント

karstenkoehler

殿堂入り | Solutions Partner

10月 05日, 2024

Hi @JurojinPoker , I agree! The best place for these requests is the HubSpot Iseas section and unsurprisingly, others have requested this befo...続きを読む

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Customer Success & Service

お役立ちリソース Customer Success & Service

Enhancing Survey Flexibility and Reporting Capabilities in HubSpot

Benefits of using new SERVICES object over a custom object

Hubspot Search doesn't search in Ticket Description

Edit contacts in the conversation right sidebar

AI Chatbot outside working hours

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