We have a number of HS Users already in the CRM, mostly admin positions. Just hired a new salesperson, and when she uses the dropdown to assign a contact or company to herself, it takes scolling to the bottom of the list, then clicking more, then again scrolling to the bottom of the list. It only ads about 5 or 6 secs each time, but over time this will add up and can be an annoyance for her. My understading is that the dropdown list can not currently be altered because it is based on the assigned User ID for each user, but it would be beneficial to be able to alter the order in cases such as ours. We only have about 10 users, can't imagine this wouldn't be hugely beneficial for larger companies than ours.
Yes! This would be most helpful! Our list is 25 people deep and only assign to 7 of those people. With turnover, 4 of them are at the bottom of the list. My scrolling fingers could use a break!
Definately! Every time I have to re-assign a company I get frustrated by this interface. Every new user is at the bottom of the list, and THAT is who I want to be reassigning most things to. Their name is in the worst possible place. Give us the ability sort this some other ways!
hey all - I'm a product manager at HubSpot working on Users & Teams. I'm curious if the search within the Users dropdown solves this problem or if this is still a key pain point. If still a pain point - would you like the order and who appears to be configurable per user property, or overall on the account? Thanks!
@AmandaBaker, when you have a lot of users with common names, you're still having to search. It would speed up the process if we could re-order so we could have our sales agents at the top of the list. Or the ability to hide users from lists, for example we have external agencies who have access to our account, these people appear in the lists.
Thank you for looking into our request! The search ads extra keystrokes to find the correct user. When onboarding a new member, they fall to the bottom of the list and they are the one that you will use most often when setting up Hubspot for them. The ability to order at the overall account level would be best. Usually the tasks of reassigning occurs at the Super Admin user level for us, not the individual level.
Definitely want to be able to place the key users (active salespeople) at the top of the list. Don't make me type in search, just show the key people first. We have 4 primary salespeople, so they'd all be visible.
Thank you for reaching out about this! The search function certainly helps, but it is still a pain point. For instance, when we hire a new salesperson, they go to the bottom of the list, when the most efficient thing to do may be to add them 3rd or 4th since many of the other users ahead of them are part time salespeople/consultants or admin users that do not access HS nearly as often as our full time sales staff. I guess I would lean towards being able to re-order on the acct level if this could be an option.
From a workflow standpoint we had an intern join and now he shows up at the top of the list... different users are more frequently selected as owner for different object types and it would be great to order it the same way you can order other properties.
Confirming what KMartin87 said. The search feature is better than scrolling through all the user options, but it would still be far more convenient to be able to reorder them that we can put the users who get the most records assigned to them at the top. This goes for all records types. It would be great to have our service team at the top of the list for tickets, and sales team at the top for company records. So being able to change the order by record type would be great.
To Amanda's question about the reorder option being available to all users or from an admin permissions only - admins only for the overall account.
Thanks for the replies! We're considering ordering the user list in terms of the most recent users you've selected in dropdowns across HubSpot. This would mean that if you're consistently picking the same 4 people (for example) those 4 would show up at the top of the dropdown list for you.
We're aiming to balance usability while also not adding extra configuration that admins need to do for these properties. Would love your thoughts on this solution!
It would help, especially if you are using the same 4 people regularly. If there's a new hire, can you default them to be one of those options? I find that when onboarding someone new that is when I get the most frustrated with having to go thru the extra steps to scroll or search. If it is the most common selected but they are new I wonder how long it would take them to make the cut.
