Great minds think alike

MrBean

We should be able to add/remove/swap the filters that are shown on the deal/ticket Kanban boards + Index Pages

HSaid6

Es würde den Arbeitsprozess vereinfachen, wenn es eine Einstellung gibt die Leads deckelt. Sprich: Wenn ein Mitarbeiter neue leads bekommt und diese noch nicht bearbeitet wurden, sollen keine neuen Leads mehr diesem Mitarbeiter zugeteilt werden sondern die nicht bearbeiteten Leads einfach auf allen Mitarbeiter aufteilen.

GIlievski

You can manually enroll lists of Contacts into a live workflow but this is not possible for Custom Objects. It would be really useful to enroll the Custom Objects from a list in cases where a number of them have been missed, or in my case when you do not want to blow the daily HubSpot API limits. At the moment you can only enroll Custom Objects one by one which is not very helpful.

NKieran_Hyve

Ability to select Properties in Custom Objects when building calculated Properties. Currently only possible using standard Objects

CoJolley

In the customer portal, currently customers are able to create and submit a new ticket. It would be helpful to have that be optional and be able to turn it off so customers cannot create their own tickets. That way the only thing a customer can do with tickets is view them and the status, and add comments/notes.

NKieran_Hyve

The new functinality to create lists based on Custom Objects means you can now build a cross-object list. BUT you can cannot edit the columns to view the data. For example build a Contact list and view the associated data in the custom objects. This would be used to check the data before using in a workflow and provide campaign counts. Needed for Enterprise accounts that have more complexity.

DGourlay

Hi, It would be beneficial if we could use templates when creating Jira tickets from HubSpot. Our customers report bugs to agents. These agents then need to open a ticket and fill in the standard details about the bug. Without templates, the Jira tickets aren't descriptive enough, leading to unnecessary back-and-forth between the engineering team and the agent to gather all necessary details from the customer. Thanks.

OAK-Network

When a customer submits a form containing files it looks like this : However, the same submission within a customer or deal profile shows only a link. While this would not be a huge issue with single files, it becomes impossible to use these files when everything shows as one big link.

BKoehoorn

The new stage tracker card is increadibly insightful and we've added it to our deals. However, currently there is no option to add it to contacts or custom objects. Contacts have a 'pipeline' in lifecycle stage and it would be great if that could be added in a stage tracker form. Custom Objects also inherently have a pipeline connected to it, so the stage tracker would be greatly appreciated there as well. It would also be amazing if you could click the bar as an easy way to change the stage/lifecycle.

RJohnson978

Hey All, I am working on creating a custom deal property based on the company fiscal year. Rather than a workflow I have opted to do it as a custom calculation. I want it to be calculated based on the close date, however HS doesn't seem to recognise the date. Can someone advise how this needs to be inputted to return the correct information? At the moment all deals are defaulting to "other year" **Just to add onto this I input the date format as 01/09/2022 and it shows an error, so when I put in 1/9/2022 (which works) it amends the formatting to 1/9)/2022

Great minds think alike

edit quick filers from board view

Deckelung von Leads

Custom Object List manual workflow enrollment

Create a Calculated Property using Custom Objects

Add option to turn off customer ability to create ticket in customer portal

View Objects and Custom Objects in same Lists

Ability to use templates in Jira Tickets

Issues with properties containing Files

"Deal Stage Tracker" Card For Contacts and Custom Objects

Assigning Year and week number based on company fiscal year

Recently delivered

Recently in beta