Refresh page resetting after a change is annoying - started happening recently
Recently there must have been some change because in a few areas of Hubspot, after making a change, the page refreshes to the 'start' page of that area instead of refreshing where I was. For example, if I'm in deal properties, I've applied a filter to look for properties with a certain keyword, and I'm on page 4/10 of a list of properties with that value - when I edit one of the properties and hit save, the system refreshed me to be on page 1/10 of the filtered list I'm trying to work through. So I have to click back to page 4 and go to the next property in the list that I'm trying to change. It used to refresh back to the page I was on after saving.
Also, when editing a custom report from a dashboard - if I am in the report settings, make my change, hit Update, the system brings up the report in the 'view and filter' pop-up instead of taking me back to the dashboard like it used to. I've already customized the report and made my change - I don't want the 'view and filter' pop-up to come up because now I have to close it to get back to the dashboard.
In both cases, this change adds an extra click for the user and it's generally annoying.
Overall, there are lots of little UX annoyances and functions that seem basic that community members have been asking about for years, in various areas of Hubspot (just one example, global setting for record activity buttons: https://community.hubspot.com/t5/HubSpot-Ideas/Global-Settings-for-Reorder-Activity-Buttons/idi-p/71... ). I often find myself wishing that instead of trying to always launch 'big' changes, Hubspot would put attention on these seemingly smaller (but big annoyance) things that would make so many people so much happier in daily Hubspot use!
In CRM >> Companies I have created custom lists for my SDRs. The go down the List, open a company on page 2 or 4, or Line 77 on a page etc and review a record, and when they go back to keep going down the their List, the page refreshes back to Page 1, Line 1. Many times the list is refreshed in a weird way too.
It's BASIC to go into a specific Company or Contact record from a List, say line 77 of the 100 shown on that page, back out of that record, and be dropped back at Line 77 on the page to the exact place on the List where you left off. This is costing us so much time to back all the way out, remember where you left off, and try to start again.
The hack is to open a new window, per your Customer Service, for each specific Company or Contact record that you need to review. Can you imagine managing all these tabs, opening new ones each time, closing the ones you just looked at. This is the way software behaved 5 years ago at least.
What's up with this and when is this simple refresh issue going to be fixed?
I have custom boards set up on the Deals view, and one of them (created this week), keeps refreshing my view and removing my set filters (even though I've saved). My other custom boards aren't doing that, but they were set up last year.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
