HubSpot Community - More Activity Tab Options

amandacp · ‎Apr 10, 2019

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.

AliTheBdr · ‎Jan 25, 2019

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 · ‎Feb 13, 2019

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

Meetings Tab.png

brittanyCP1 · ‎Apr 10, 2019

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 · ‎May 7, 2019

Definalty needed!

244mura · ‎Jul 22, 2019

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 · ‎Jul 22, 2019

meetings .png

SC_Landvoice · ‎Aug 20, 2019

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

Dereko · ‎Sep 28, 2019

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

ebaumen · ‎Nov 15, 2019

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 · ‎Mar 4, 2020

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

DwiP · ‎Apr 22, 2020

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

glencornell · ‎Apr 27, 2020

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 · ‎Jul 13, 2020

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 · ‎Oct 14, 2020

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.

Msyvrais

Forms / conversations tab would be a time saver !

Delphine

I have hoped for months that HS would add a form submission tab, it would be SO useful, not to have to go through all the other activities to get to them.