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.

[Anonymous]

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.

[Melly2022]

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.

[JCarriou]

text message tab

[EWilson70]

Text message option would be FABULOUS. Really hoping this one gets considered soon. 

[SToh1]

Appears that there is now a Meetings tab. But given how there are so many different types of activities that users can log now, it just really makes sense to be able to see other types of activities too, including Postal Mail, as well as some of the other requests above (E.g. texts etc.)

Wondering if this is still something that isn't planned?

[laramayes]

Adding SMS would be beneficial as well.  Our agents use SMS more and more to communicate with our clients.