クリエイティブな才能を開花させよう

annemarien · ‎8 26, 2020

We've conducted an internal review of properties and one of the needs was to see the values in dropdowns/checkboxes, and the only way was to manually copy out the values. Would be useful to be able to export them instead. Also do you need an idea category of "properties"? I can't find the best category for this idea.

jditmer0 · ‎6 25, 2024

The overview tab in the middle of each record is very customizable, so we should have an option to make this the default tab. As of right now, if we select the overview tab, it will revert back to the activities tab and we keep having to switch to the overview tab to get the customized view we are looking for. The cookies will save the last viewed tab on the middle column, but not for long (maybe 5-20 minutes). If we select the overview tab, it will revert back to the activities tab within 30 minutes or less. Considering this is right smack in the middle of every record and the overview tab is highly customizable, I would assume for this to be a pretty important feature to impliment.

04534 · ‎2 19, 2025

Hey we really need improved permissions in all of hubspot (Badly)! There's no consistency across objects. Recently I was trying to assign access to playbooks for specific teams and inadvertantly removed access from parent teams that should be able to see everything their child teams can access. Please fix this, getting hard to administer hubspot with the lack of consistency / patterns / rules of permissioning. Use your founder's idea of "Frameworks" to make this easier for everyone else. Let me know if you have questions!

DEnglish6 · ‎10 20, 2024

It's crazy to have a feature such as Business Units, to support large organisations, but then restrict the dates, times and currencies to the master account. In our case, we have a business with Business Units set up across multiple countries and timezones. Unfortunately, we cannot set the correct currency for deals or the local timezone settings for the web chat tool.

Oeyaas · ‎5 15, 2024

Hello HubSpot Community, We're here to provide some feedback on the account default settings feature. Currently, these settings apply universally to our entire account. However, as a company with two distinct brands, we find this setup cumbersome. Having to manually edit company information for each quote due to the lack of business unit customization is time-consuming. We propose allowing customization of default settings by business unit. This would streamline our processes and reduce the risk of errors. We believe this enhancement would benefit other users managing multiple brands or entities. We hope HubSpot considers this suggestion for future updates. Picture of Account defaults

RSmith0808 · ‎9 12, 2024

We can now create custom call and meeting properties, but it would be ideal to be able to add them to the call/meeting cards when logging or scheduling them so when someone is logging the activity they can easily select the options created. Use case scenario: We're trying to report on activities around particular products so I created a custom call property called Product Family Focus with options that can be selected (multi-checkbox). But, to have our reps actually use this, it would need to appear when they to go log or schedule out a call or meeting when they select the call/meeting type and all the other options. (Preferably somewhere in the white space shown in the orange boxes below). Take it one step further, allow Admins to make it a required property if needed so people don't miss capturing important information.

StaceyM · ‎4 27, 2017

I work in a team spread across 4 different time zones. It would be helpful if each of us could have our local time zone associated with our HS profile and that would carry through when I'm scheduling activities or assigning tasks.

BEastom8 · ‎10 10, 2023

This is a huge issue and there seems to be no reason for it. It is impossible to Delete or Void an invoice after a certain point. If an invoice is accidentally marked paid it's locked. You can't delete it, void it or unassociate it, so it is just permanently **bleep** up. This is unacceptable. Nothing should ever be impossible to undo. I have clients now that show multiple paid invoices because one was marked paid with the wrong amount. So a new one was created with the correct amount and now they show double paid. To not be able to correct this is absolutely laughable.

jditmer0 · ‎5 29, 2024

Right now we are limited to booking only 5 items for some reason. I can't understand why it would be a good idea to limit the number of bookmarks. Please let us book more than 5

dlaguna-AbH · ‎6 25, 2024

Sería genial tener un lugar en Hubspot donde estén centralizados el uso y límites de la cuenta de manera similar a como vemos los contactos de marketing. Es cierto que en cada herramienta vemos cuántos elementos tenemos pero a la hora de dimensionar una cuenta y su uso, no es productivo ni eficiente. Una única consola para ver por ejemplo : Número de usuarios, equipos, conjuntos de permisos totales y su límite en nuestra lucencia o suscripcion. Número de Assets ( Workflows,listas, correos, landings .... ) y los límites Números de informes, paneles e informes personalizados ... Número de propiedades personalizadas... Y así con todos aquellos aspectos que conforman los límites de cuenta y que es necesario tener en cuenta a la hora de gestionar portales y administrar cuentas grandes y potencialmente escalables. Esto facilitaría mucho la labor de los administradores no solo para un mayor control de la cuenta sino para crear procesos con los equipos en cuanto a reducir elementos y solo crear los necesarios. ----- It would be great to have a place in Hubspot where account usage and limits are centralised in a similar way to how we view marketing contacts. It's true that in each tool we see how many elements we have but when it comes to sizing an account and its usage, it's not productive or efficient. A single console to see for example :Number of users, teams, total permission sets and their limit in our license or subscription. Number of Assets (Workflows, lists, mailings, landings ....) and limits. Number of reports, dashboards and custom reports ... Number of custom properties... And so on with all those aspects that make up the account limits and that need to be taken into account when managing portals and administering large and potentially scalable accounts. This would greatly facilitate the work of administrators not only for greater control of the account but to create processes with the teams in terms of reducing elements and only create the necessary ones.

クリエイティブな才能を開花させよう

Export a single property's sub-values (e.g. dropdowns, checkboxes)

Set Default Tab for Middle Record Column

playbooks permissions and sharing is a nightmare!

Business Unit Customisation: Time, Date and Currency

Simplifying Account Defaults: Customization by Business Unit

Customize Call and Meeting Cards with Custom Properties

User specific time zones

Delete or void Invoices (don't make mistakes permanent)

Navigation - Bookmark more than 5 Items

Consola de consulta de límites de cuenta

実装済み

ベータ