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The new Beta feature for Calendar View in Deals is great, but I would like to have a Calendar view in my Custom Objects. I know there is an App in the Marketplace that does this, but I wonder why it exists for Deals and not Custom Objects.    ... Mostrar más

Native objects and custom objects are in the mobile app. This should be the same for on-demand object  (appointments, Projects, Services, Listings and Courses). ... Mostrar más

Just like there is a native property "Number of Associated Deals" or "Number of Associated Contacts" on the Company object, I am in dire need of expanding this to all objects and have an 'Associated' Property on all objects. Beginning with "number of associated Leads" on Company, Contact, and Deal. And on Leads: "number of associated Companies, Contacts, Deals, etc" But it should be everywhere: Any Ticket should have a Number of Associated "Fill in Object" for each object. Any Deal, any Lead, any Service, any... you name it. I have been building for several customers, and have to find all kinds of weird workarounds to be able to reference the fact that there is a related/associated record on a different object, when it should be there out of the box. It affects everything, from Workflows to Reporting to anything you want to build or do or connect. Associations are incredibly powerful in Hubspot, but if I can't use them, they are not useful. ... Mostrar más

Currently in the text snippets and email templates tool, it's only possible to use tokens from standard objects such as contact, company and deals. It cannot pull any custom object fields which is a huge bummer.   It'd be really useful if HubSpot can implement this feature for enterprise accounts who have data spread out across multiple standard and custom objects. This is possible in marketing emails, so implementing this in custom objects just makes sense.   Please upvote this idea if you feel the same or have had similar painpoints! Thank you. ... Mostrar más

Currently, when using the Global Search Function, we cannot amend the default Global Search Results Settings to display properties in the Global Search Results View columns that are relevant to the specific business, and customise views to different teams/ team members in the business.    i.e. Global Search Results for Contacts only show default columns for Name, Email, Phone number, Primary company, and job title.  Global Search Results for Companies only show default columns for Company Name, Domain, City, Region, Phone and Company Owner.  Similarly, we are locked to default properties with Deals, and all other objects.    Goal  We are able to tailor the Global Search Results settings to meet the needs of different teams/users, much like the way we already can edit the object-specific search result views with the Contact/Company/Deal search tabs. This will enable us to:  - Choose properties to display in the Global Search Results view  - Choose order of columns that display  - Change length of column.   Different teams have different needs:    Use cases Different properties/columns to display for different teams  - Service teams may find it more useful to see a customer code property/column in the Global Search Results View; while they can use the Global Search to find the correct company, they can't see on the screen they are clicking on the correct company, because we cannot bring in the <CUSTOMER CODE> company property to the results view.  - If searching companies, would be great for sales teams to see the primary contact in a column, and click directly onto this, rather than needing to click on the company record, to then search for the primary contact  - If searching tasks, would be great to see the internal task owner in a column, so you can easily see accountability.    Ability to edit length of columns  There may be several entities e.g. deals, companies, with nearly identical names, but a small variation right at the end of the deal/company name. So we can correctly read the name, we need to be able to edit the length of 1 particular column in the display screen. This means we don't have to click into the record/hover over each record, to read it. e.g. COMPANY NAME is likely to be longer than other properties, so we want the ability to make this column longer than others.    ... Mostrar más

The introduction of Prospecting to manage leads is a welcome addition to HubSpot.  We have adopted it and over all it works really well.   However, some of the standard functionality in how you manage other record types (companies, deals and contacts) aren't available for Lead records.  This includes: exporting leads to a spreadhseet, and the ability to make wholesale changes to that export and re-import it back into HubSpot.  The ease of use of HubSpot doesn't seem to apply to Lead records which is frustracting and hard to understand.  Can this be fixed to make data management of lead data easier and encourage the adoption of the Lead feature in HubSpot?   ... Mostrar más

Example: When creating a NEW object record from the "associations" tab of a company on the mobile app, you have to select the company again to create the association. HubSpot does not currently prefill that association based on the company record you're creating the new associated record "from", like it does on desktop. This frustrates mobile sales team and means we're missing many associations from mobile-generated records. ... Mostrar más

Please, please, for the love of everything easy to use in this world, visually differentiate different object types.   This could be with colour in the header or side bar, an icon, or a big bold word at the to the says <OBJECT TYPE>. I don't mind how you do it but please make them recognisable as different.    The lack of clear visual difference of these object types has to be the most confusing aspect of HubSpot for new users and is likely the biggest contributor to human error when working in the CRM.   ... Mostrar más

We've joined the Projects (object) beta and are experimenting with migrating projects over from the existing Projects space. One element of the existing Projects space we use frequently is Project templates. Currently, when a Project (object) is cloned, it does not clone the associated tasks. Will the ability to create templates be available with Projects (objects)? I'm trying to avoid creating workflows to create the tasks. ... Mostrar más