Default add timeline activity to unchecked

When creating a new ticket, users are prompted to add timeline activity from [company and contact] to the ticket for the last x # of days. Currently it is defaulted to checked. We would like to see a setting that allows this to be unchecked by default.

 

 As a company that sends 100% of our inbound and outbound emails from inside tickets, leaving this checked makes it difficult to locate the email associated to the ticket. We can uncheck it ticket create, but that is an extra step that can easily be missed. Also our inbound emails automatically create a ticket and this setting is "checked" in those instances. Please allow clients to uncheck or turn off this setting for all new tickets. 

 

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HubSpot updates
changed to: Delivered
Jan 28, 2019

Hi all,

 

Thanks for the feedback! We changed the default behavior of this feature on Friday. Now, we'll default to showing these checkboxes unticked, and we'll remember the last selection of each user for any subsequent deals or tickets that they create.

12 Replies
HubSpot Employee
HubSpot Employee

Great idea! Tickets and service hub as a whole are still new and growing products. Having this options makes perfect sense, as companies are still looking to optimize the best way to fit these new products into their repertoire. 

New Contributor

We have the same issue. Due to the volume of tickets per company, associating the past activity creates a mess - definitely needs to become a back-end option to leave this unchecked by default. 

New Contributor

Yes! I would rarely ever need to use this, and I've already accidentally left it checked, making me have to go back and remove data. I would love to see the option to uncheck as a default.

New Member

We agree! This is just creating more work for us then it's helpful 

Regular Contributor

I love that they added this feature, and I agree that you should be able to set your default preferences. It just makes sense Smiley Happy

New Contributor

The option to have it unchecked as default would be a lifesaver. I keep forgetting to uncheck the box so my tickets are a mess and is creating more work in the long run. 

New Member

Tickets are a critical part of our daily operations and this new default has created quite the headache. If I forget to uncheck the boxes it leads to communication and inefficient operations. We absolutely need the ability to have this box unchecked by default. 

Occasional Contributor

I completely agree! This is messing up our system entirely, and actually makes Ticketing a bit less attractive for us to use. If we cannot remove this (or change the default), we might have to look elsewhere.

Regular Contributor

This problem isn't an "idea".  This is poor design.  This is extremely frustrating.  

 

I see the benefits of having these options enabled by default for Deals.  But for Tickets?  No.  Just no.  You have now decreased our efficiency and now users are having to take precious time to open the ticket and disassociate other correspondence that isn't related to the ticket at all when they leave those options checked.  

 

You can do better.

 

Regular Contributor

I suggest that you remember the last choices per-user.  That would allow our service agents to un-check the boxes ONE time, for their first ticket and not worry about it again.

 

This also works well for organizations supporting new customers where they want to capture all activity into the ticket.  Those (less common?) users can check the box the first time and it will remember their choice for the future.

 

Anytime a user changes their mind and checks (or unchecks) one or both boxes, it will remember that going forward.  Everyone wins!!!

HubSpot Product Team
HubSpot Product Team
updated to: Delivered

Hi all,

 

Thanks for the feedback! We changed the default behavior of this feature on Friday. Now, we'll default to showing these checkboxes unticked, and we'll remember the last selection of each user for any subsequent deals or tickets that they create.

Occasional Contributor

In addition, not just creating the default of being unchecked at ticket creation, but also the ability to set the default at my company's portal level. So a super admin at my company could determine the default for those boxes across the portal. For some companies, they would like the boxes to default to checked, while many others would like them to default to unchecked. Giving the control over that to the hubspot user/customer would allow Hubspot to make most, if not everyone, happy.

 

And speaking of checking the box to bring in communications, FYI - if you are still getting extra, non ticket related stuff on your tickets, the next time you make a note on the contact or company record, make sure you're not associating to the ticket, as those records will also default to adding to the ticket record.