HubSpot Ideas

lnoel

Add a comment to a note/email

It would be great to be able to add a comment to a note or an email that has been entered earlier. To create a note and comment chain.

 

I currently use HighRise CRM and one feature I use every day is adding comments to notes or emails in a company ou contact timeline. That way I have all the info about one subject in a "discussion" or in a series of notes instead of having to jump from one note to another with tasks and calls in between.

 

Thanks!

 

Luc Noël

HubSpot Updates
January 14, 2022 03:21 PM

@FePf thanks for checking in on this! At this time, the team is focused on a few other priorities so we don't currently have any plan for adding commenting on emails. We will be sure to notify you all if this chnages on our end though!

December 22, 2020 07:06 AM

@alguil I see! So it would give your team the ability to leave a short recap on the interaction below the full correspondence so other team members could quickly get up to speed without reading through the call notes or email exchange in its entirety. That is really helpful to know.

 

Would you say the issue mainly stems from difficulty working with the email history in the tool or just that it is unecessary to have to read through all of the correspondence to get up to speed?

December 15, 2020 03:11 PM

Hi @alguil! We don't currently have plans to add comments to emails but I would be curious to hear more about how you and your team might use that function in practice.

June 18, 2020 08:16 AM

@ione commenting on a note, call, or logged activity is live to all users! This Knowledge Doc has more info on how you can use comminting in your portal.

Delivered
November 14, 2019 06:18 AM

As of today, you can now comment on any note, meeting, call or logged activity. It is not possible to comment on an email or task activity at this time. The team is looking in to adding this functionality to tasks.

41 Replies
elkin
Participant

This would definitely be a great and useful feature.  Most of the times, if not all, the sales team needs to interact internally about a client, before touching base with the client.  This is especially the case for new sales people / training.  Zendesk has a nice inbox tool that they launched not too long ago and it works very well with internal notes.

firstinflight
Member

Yes, please. It is startling to me that a CRM doesn't have this functionality. We interact about notes/emails all the time.

TheeRichard
Member | Partner

Yes, it's definitely a feature WE MUST HAVE!

 

We used Salesforce before and seen many other CRMs. We should be able to comment on notes.

 

We often discuss quotes and project details but without a real conversation we always open/start a brand new note that is not connected to the previous message.

TheeRichard
Member | Partner

Beside contacts and companies, it would be also usefull to be able to comment on deals, tasks, emails, files, etc.

 

I don't think we need to create a project management tool but it's a MUST to be able to have conversations with team members about our projects and sales opportunities.

 

It would be also nice to be able to send a note about a poorly written email or give kuddos for people who wrote nice emails to clients.

rdelory
Member | Partner

Got to agree. Nowadays, everything has the capability of having a thread. This is a frustration, especially for sales people.

GregoryBurke
Member | Partner

It seems like a logical thing to be able to do, and it would be a very useful feature.

firstinflight
Member

I'm wondering if there's any progress on this...it is the sole feature missing that is stopping us from adopting HubSpot.

MichaeleHowe
Participant

I agree with the above points. I've just hunted through the thirdparty applications and there is no way for this to happen. We really need this or a team chat functionality so dicussions can happen relating to the notes, tasks and what needs to happen next.

gilesmoore200
Member

I agree with the points made above, this is a current frustration for us and would be a very welcome new feature to save a lot of hassle. 

gabbietardive
Member | Partner

Yes please! It's a huge impediment to not be able to have threaded commenting. Would be awesome to have a reply to feature to add to the rest of the things I love about HubSpot!

gabbietardive
Member | Partner

Maybe it could be optional like in the blog commenting available, as described in this article. That way if not all users would use or even want this feature, they don't have to "turn it on":

 

https://blog.hubspot.com/customers/how-to-use-threaded-comments-on-your-blog

spriel
Member

Yes please! Having the ability to add comments and see thread commenting would be a huge improvement.

TheeChris
Member

Plus one for this feature!

kerigio
Member | Partner

Yes, we really need this feature. Thanks!

 

Keri Giordano

 

SharonDawson
Member

Being able to comment on notes and emails would really make things much easier for my team. How can we make this happen?

Nico_Steenkiste
Participant

Good news everyone!  I noticed  this at a customer with the "free version": A comment feature is available in "Conversations"Screenshot 2019-05-29 at 07.06.29.png
I do not have it our "Professional version" though.  I will be checking with support.

gabbietardive
Member | Partner

@Nico_Steenkiste that's AWESOME! I hope they make it available in our Pro version, it's a must have! 🙂 Great find!

Nico_Steenkiste
Participant

Hi everyone, I just got the reply below from HubSpot Support: 

" I reached out to the product team and they advised me that this feature isn't live just yet. I believe it was available for a short while as beta for a small number of accounts but our team removed it as they continue working on it before releasing it to all users."

 

So it seems the feature is soon to be released and was being beta tested at some customer instances,  but not available yet for everyone....

laurae
Participant

The commenting on a note feature is a must have feature. When someone creates a note and tags me in it with a question, there's no easy or clear way to respond apart from editing the existing note. 

MichaeleHowe
Participant

Its such a shame that this hasn't been released yet - Especally knowing they have seemingly built a version of the feature.

 

I would definately be up for using it even if its buggy!