More Activity Tab Options

amandacp
HubSpot updates
Status updated to: Not Currently Planned
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.

Status updated to: Not Currently Planned
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

16 Replies
AliTheBdr
Member

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
HubSpot Employee

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
Participant

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
Participant

Definalty needed! 

244mura
Member

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
Member

meetings .png

SC_Landvoice
Participant

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

Dereko
Member

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

ebaumen
Member

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
Member

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

DwiP
HubSpot Employee

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

Status updated to: Not Currently Planned
glencornell
HubSpot Product Team

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
HubSpot Employee

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.

Status updated to: Not Currently Planned
KevinGrondin
HubSpot Product Team

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
Key Advisor

Forms / conversations tab would be a time saver !

Delphine
Member

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.