More Activity Tab Options

[amandacp]

I love how we can sort our notes by "Activity, Notes, Emails, Calls, and Tasks" at the top of a contact record but it would LOVE if we could add a "Meetings" tab and also one for any "Form Submissions" that are filled out. It would make it SO much easier to look through notes to find what I need.

[amandacp]

Hi Communnity,

Thank you all for sharing your feedback!

For transparency I am updating this issue to "Not Currently Planned" because we wont be able to get to this in the next quarter. 

Best,

Glen

[AliTheBdr]

Hi there,

It would really make it much easier to find the meetings with the contact, if there was a "Meetings" tab in the bar (contact view) just the way there is Calls, Activity etc..

Thank you!

[Shaunyim]

Would love to see the meetings tab being set as a default on the contact timeline, as opposed to having manually select it from the filter activity dropdown. 

- Posting on behalf of Sam McDonald

[brittanyCP1]

This would be so incredibly helpful! Every contact has multiple meetings and forms submissions, so it makes sense for us to be able to filter by these categories as well! 🙂 HS is all about efficiency and automation, so this change would reflect that 😉

[tshamia]

Definalty needed! 

[244mura]

Currently, it is possible to sort out/ log Notes/ Emails/Calls/Tasks on the tab displayed on top of the each records.

It will be great if it includes "Meeting" on the tab as well.

( I realized it is possible to filter "Meeting" on activity timeline. But it will be more time-efficient if meetings could sort out/ log on the tab)

[244mura]

[SC_Landvoice]

Would like this as well as an option for conversations as well.
Thanks!

[Dereko]

Definitely needed, is this in planning yet with Hubspot team?

[ebaumen]

Along the same track as these awesome ideas above, I would personally like to see "attachments" added to the Activity tab! It would be super helpful to have any associated documents (whether from e-mails or uploads) easily accessable here vs. the right-hand menu. Thanks!

[RVice]

Please add this....we have team members that use meetings instead of calls, even though they are more call related

[DwiP]

It's definitely would be great if there are tabs directly - instead of having to manually filter on the Activity Tab

[glencornell]

Hi Communnity,

Thank you all for sharing your feedback!

For transparency I am updating this issue to "Not Currently Planned" because we wont be able to get to this in the next quarter. 

Best,

Glen

[rwong]

Upvoting this on behalf of a customer - would be really useful for a customer to be able to filter emails on a contact timeline by those that had file attachments shared.

[KevinGrondin]

Hey everyone! Just an update for those who were requesting a Meetings tab at the top of the timeline. This has now been added to all records in all portals. Leaving the status as Not Currently Planned as a Form Submissions option is not currently being worked on.