Change timestamp of a note in the deal or contact timeline

Great idea for HubSpot: make it possible to change the date that belongs to a note in the timeline. My sales colleagues don't always submit their notes on the day of a certain meeting/event, and by adding them later they don't appear at the right spot on the timeline of a deal or contact.

 

E.G.: Tom has a meeting on June 5th, but submits a note about it to the deal or contact card in HubSpot on June 9th. How can we make sure that the note is added to the timeline as if it was posted on June 5th?

14 Replies
New Contributor

I agree with yorame. We have the same recurring issue. I know you can pin the note. A handy feature. But it doesn't address this issue.

 

New Member

I second that. It doesn't sound too complicated to add this feature, and it would add true flexibility.

Occasional Contributor

I'm sure it will not be added.  There is likely to be an objection. 

 

Think of it this way Hubspot.  It's a more attractive option to bring new customers from other CRM's so that we can retrospectively change manually added note history.

 

It really is a no-braniner to have this feature.

New Contributor

Would be very helpful!

Occasional Contributor

Hubspot supports changing the date on a call activity - why not on a note?

New Contributor

I agree - would be incredibly valuable

Visitor

This feature would definitely be a great added value to have notes displayed in the right order within the activity feed 

New Contributor

So it's been 2 years and nothing was done with this idea?  Someone from HS please take the lead...

New Contributor

I love this idea as well.  I still use paper to record notes while on the go and a lot of times it can be several days or weeks before I transcribe back into Hubspot. IT would be ideal to be able to change the date of the notes

Visitor

I´m pretty sure, this feature existed in the old version of hubspot. Since we´ve done the update, the option is not available any more. 

 

Please bring it back!!!

New Contributor

Yes, please. Here we are 2.5 years later and this has not been added? Seems pretty basic. I am new to HS. Does HS ever reposnd to these inquiries here? 

Occasional Contributor

Never, unfortunately. I don't think this idea portal works!

New Member

Pinging this thread to keep it live -- would love to have this ability to change the date on a Hubspot note!

Visitor

I second this as well.  It is absolutely ridiculous to not be able to backdate a note so that it shows up in correct chronological order.

 

How about we create this amazingly complex CRM that can curate any amount of information imaginable, but then cripple it with a terrible oversight?  I might as well use a piece of paper.  Calls and emails can be logged and backdated correctly, but if a note wasn't taken at exactly the right time, the order of events will be erroneous.  The only viable workaround I can see is to never log calls or emails - instead ONLY use notes to ensure that everything is chronological.  Why am I even using a CRM?