Date-filters: Improve Options Across all of Hubspot [Master Idea]
Idea: Make all Date-filters available everywhere they are relevant.
Hubspot is missing date-filters in multiple places and is not consistent (i.e. different date-filters are available at different places) about them. This issue drastically reduces the power of filters, reports, automation and marketing, etc. Fixing that would be high impact, it's a core platform feature, with impact on all products.
There has been 15+ ideas on the forum about missing date-filters for filters, reports, lists, workflows, ... everything. Those ideas were at first aimed to request one date-filter in one place. This master idea aims at grouping all smaller ideas, giviing visibility to this "Date-filters" issue and getting it prioritized as one overall review of "Date-filters" across Hubspot. Because the only solution is for Hubspot to fix Date-filters everywhere, by working just on that.
Things currently not possible on Hubspot (i.e. use cases):
1/ Filter contacts with last activity is more than 10 days ago
2/ Filter deals with a close date that is in the past
3/ Build Report on Deals with last activity is more than 30 days ago
I want to give my sales team a filter of contact not contacted since 14 days. I am expecting to go to contact and to save a filter but the Date-filter required to do that is missing.
4/ Build List of Contacts with customer/deal who expire in the next 30 days
5/ Build List of Contacts with deal created last week.
I've been comparing all Date-filters and noticed there are 11 types of Date-filters currently available on Hubspot (see screenshot below). The issue is that those Date-filters are randomly available on:
- Contact WF but not Deal WF
- on List but not on Report
- on Dashboard but not Contact Table
Etc. There seems to be no logic and that this is just the results of features coming one after the other while Date-filters never receiving focus as one topic.
This feature request is not about creating new Date-filters but only about making all the ones currently existing available everywhere, it is relevant to have them. In a nutshell, that means turning all Red cells below to Green.
Some of the smaller ideas this master idea is grouping under one roof.