I'd like to submit a request to be able to delete or modify the property history.
Use case: I have this report that was set as Close won by mistake, and now it is affecting a funnel report, I would like to be able to remove the previous value of this property.
Hi @ODiamond , in this case I'd encourage you to just filter that specific deal out of your funnel report by using either the Deal Name is not equal to or does not contain operators.
Yes I agree with @ODiamond this is a must have feature since it impacts two of the most commonly used features to evaluate sales pipelines: funnels and average time spent at each stage. There are work arounds (custom properties) but those are undesirable because of the following reasons: 1. It would require manual timestamping of when deals transition to different stages (would consume too much time and would result in a lot of human error)
2. You cannot create funnels based on custom properties
3. You cannot evaluate average time spent at each stage using custom properties
@JLachapelle It's possible to automate datestamping when an object moves from one property value to another (in this case, from one deal stage to another). Here's an example of what that workflow would look like inside of HubSpot:
Once these dates are set, you can create a calculated property to identify the time it takes for a deal to move from one stage to another. The logic for that property will look like this:
Using the custom report builder, you could then calculate the average time a deal spends between these stages:
This doesn't solve the custom property funnels item, but should help with the other limitations you're experiencing.
Totally needed function. Because of a default setting a lot of our contacts get wrong lifecycle and because of that we can't really use funnel report for them. And there is too many of them to filter them and we don't really want that. We want them fixed not to be hidden.
I agree with @JBilton4 above — we need a way to delete personally identifiable information from property history. Currently, the only way to delete personally identifiable information that a contact no longer agrees to share with us is to delete their entire contact record, which isn't always feasible or wanted by the contact (or us!).
Imagine someone provides special category data, but they later tell us they don't want us to store/process that data anymore. Under UK GDPR we are required by law to delete that information. We can clear the property value, sure, but any user can still see the property history. So we'd have to delete the entire contact and re-create it, potentially losing important data in the process.
I can think of the following options that would help us abide by data protection law:
Delete specific instance(s) of property history for a single property on a single contact. (E.g. someone else's insurance number was entered by mistake, I want to delete that specific entry from the history.)
Delete entire property history for a single property on a single contact. (E.g. they no longer consent to us holding any info on that particular property so I clear its value and want to delete all its history as well. Could be achieved by making option 1 multi-select with a 'select all'.)
Delete entire property history for all properties on a single contact, maintaining current values. (HubSpot lacks anonymisation of a record as an alternative to full deletion, this could help. E.g. I would update name to Anonymous and clear any necessary values such as date of birth and contact details, then delete all the property history, meaning the record no longer has any identifiable information but whatever data we need to keep for reporting purposes is still there.)
This function should be able to be limited by user permissions in the same way deleting records is.
@rdurling what do you think? I'm surprised this idea doesn't have more votes.
I need the same functionality for another reason. We developed a new web portal, and in the connected space, our clients can view their document (what stocked in an Electronic Document Management Software..) and the historic of his employees. These tools communicate with a one reference : a personalized propriety "IDadhérent Talentia" (It's the unique identifiant that we create in our comptability software). This unique identifiant can sometimes change, so l'API read the information in the propriety AND in the historic of the individual company record. By filling in this ID by hand, we made a few errors that we can't correct, because Hubspot can't delete data in the database.
The consequences are : for the few individual enterprise record where there is a mistake, the customer will can see the documents and the historic of the employees of an another customer in his space in its portal. So we really need this functionality (or need to find another solution for these mistakes and future mistake).
I also need this and a simple delete button on the property history page would suffice (although I'm sure a bulk way of doing so would be needed shortly after).
This option is most wanted, would like to have this as well. (situation: moved a company to MQL wrongfully and now it keeps showing up in the 'ever MQL' list and reports)
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