Gute Ideen sollten geteilt werden

EGoonan · ‎Dez 13, 2024

Many times we need to manually embed code on text blocks to remove the use of hyphenations. I am dreaming of a way to enable this code for text blocks on the entire account.

fbue · ‎Dez 13, 2024

We urgently need to possibilty to customize the Hubspot Mobile App for our various Teams. At the moment they can hardly find the tickets, contacts, companies they are looking for. In addition if they look at a specific contact, they can only see the LONG LIST of properties. On the Desktop we display our users much more tailored views so they have every part where it should be (and the rest is not displayed on the overview). Would be gerat, if we could at least have customizable tabs as there are on desktop.

fbue · ‎Dez 13, 2024

It would be greate to have the possibility to also setup "Create Forms" for specific Teams (like the team views). This would help so much making sure that f.e. each specific teams has by default the most important ticket propertys visible when creating a new ticket. -> we are working with the Business Unit Add-On, so we have to set up many things differently for our teams as they work so individually.

fbue · ‎Dez 13, 2024

Similar to the posibilites of the custom UI extensions I would be great if we could add some links/action items to the global toolbar. In our case I would for example love to add "internal" help button. This way our users could much easier rais a question to the internal support, as Hubspot support is not the right go to for any "account specific" questions etc.

TATIANAJG · ‎Dez 12, 2024

Publicar información para los clientes en forma de estados de WhatsApp utilizando HubSpot es importante para llegar a nuestros clientes, deberian desarrollarlo.

LSanchezContr · ‎Dez 11, 2024

Currently, within HubSpot settings, it is possible to enable approval permissions separately for email marketing content, landing pages, and website pages, ensuring these can be reviewed before being sent or published online. However, this functionality falls short when dealing with the frequency of updates that content often undergoes in a real work environment. The limitation lies in the fact that each user can request approval for a page only once. HubSpot team, please consider the possibility of allowing users to submit approval requests multiple times. Furthermore, once the content is approved, users should also have the ability to publish it, just like the approver. This enhancement would align more closely with the dynamic content strategies businesses require. #Users & Teams & Permissions #Account Settings

J_Wright · ‎Dez 11, 2024

Hi HubSpot Community, I'm curious about AI permissions within the CRM. Currently, it is not possible to limit AI access to specific CRM objects/properties. If I toggle on the CRM data it is open to all objects/properties. It would be nice to have more control for sensitive data by limiting the objects/properties the AI can access. Is this something that might be available in the future? I'd appreciate any insights or updates on this functionality. Thanks!

DMann97 · ‎Dez 10, 2024

Is there any way this could be a setting? So we could make the decision of whether we want deactivated users to show up as selectable for ownership assignments or not? We are running into an issue with trying to make sure ownership is properly assigned / historically tracked for all deals, current and past, so we know who worked with whom. We have some deals were ownership was not properly assigned at tht time, and we cannot now fix it, because deactivated users are no longer allowed for ownership assignments. I actually see that there was a request in recent years to remove them from ownership assignment... which seems to be what some folks wanted. But it's not what we needed at all. It's the exact opposite.

ABackoffice · ‎Dez 10, 2024

Buenos días, todo comercial debe hacer antes de que empiece el año una previsión de las ventas que va a realizar en función de los clientes ya existentes y otros de nuevos. Para hacer esta previsión, HS solo tiene la previsión general, pero ES NECESARIO, poder incluir en cada cliente lo que preveo que me va a comprar, ya sea a través de un negocio, o una página nueva, y que cuando me lo va comprando se vaya descontando) independientemente de la previsión que ya existe. gracias

laurabren · ‎Dez 9, 2024

We have a large number of users with frequent turnover, so we're often deactivating users. Because we cannot filter incomplete tasks by deactivated users only, we have modified our process to delete, complete, or reassign any assigned incomplete tasks prior to deactivating a user. In the UI, incomplete tasks assigned to a user will appear in the section at the bottom titled, "Review user's records and assets." The number shown will specifically reference the number of incomplete tasks. When clicking on the number of incomplete tasks, or clicking on "View all," however, you are taken to a page of ALL tasks assigned to that user. If the user detail page is specifically showing incomplete tasks, it doesn't make sense that clicking on either/both of those links would not filter down to the incomplete tasks as well. Because "task status" isn't shown as a quick filter at the top of the index page, it's especially annoying that each time, I have to go into "More filters" and add "task status = not started" to find the lingering incomplete tasks I need to address before deactivating the user; completed tasks will always default to the top too. This adds a ton of unnecessary clicks and really slows down the user management process.

Gute Ideen sollten geteilt werden

Enable no-hyphenations as a rule on account

Custom UI & other customizable possibilities for the Mobile App

Team View for "Create Forms"

Customize Global Toolbar

ESTADOS DE WhatsApp

Approve hubspot content

AI permissions within the CRM

Having the option to assign ownership to deactivated users

previsión ventas anuales por cliente

Improve user deactivation flow - assigned assets (tasks)

Vor Kurzem umgesetzt

Vor Kurzem in der Beta-Version