Grandes mentes pensam igual

Would like to be able to create an attachment card filtered on name, create date, or created by that I could then put in its own tab (or any tab) on the company view.  ... Exibir mais

For certain product release betas, admins don't have immediate access to turn them on/opt in -- you must select "Request Beta." I'm not sure why some are "gated" like this vs. just being able to turn them on/off, but I digress.   As far as I can tell, there is no expectation communicated to the customer as to if/when their request will be reviewed. Furthermore, when the request to join the beta is granted, customers are not notified when it is suddenly turned on.   This presents a few problems:   Betas are notoriously buggy; not a problem in itself if you are aware of the risks and can monitor for issues, but this is hard to do if you don't know if/when the beta is turned on. Some betas don't allow the "enroll just me" option; if something suddenly changes in the UI, we are unable to notify users proactively about the upcoming change.   Just today, we requested access to the new "customize associations" beta (for which we were really excited!). At some point later in the day, we suddently began experiencing HUGE issues with rogue calls being associated to completely unrelated deals. We scrambled for 20 minutes tring to figure out which workflow was misfiring until I thought to check the product updates page and indeed confirmed that the beta had been turned on.   I love betas. I understand they're betas for a reason -- they're not always perfect. But please: if you're going to require us to request access, please communicate a timeframe in which they'll be turned on/approved AND/OR notify admins when they are. This is such a poor experience and makes all of us look bad. ... Exibir mais

I think the marketing Home page should live under workspaces under the new navigation!   Also, would love to be able to add custom reports to the bottom of that page similar to the customer success workspace! ... Exibir mais

I would like the ability to create a shortcut to be placed in the top area of the new UI.   The new beta UI leaves a bit of empty space in the header and for me, who jump around to different departments/customers/tickets multiple times almost every minute, it would be grand if you were able to pin objects (ticket view/deals/dashboards) to the space right of the search bar for easy and fast access. Preferably you'd be able to pin a shortcut to a specific view, for example "My open tickets".   I work in customer support and I check older tickets, company information etc. all the time, and I work closely with our project coordinators and other teams in their own tickets. Anything to save a click or two would make me more effective in my area.   ... Exibir mais

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.    ... Exibir mais

There is an urgent need to create custom properties on account users/"Hubspot Users".   An example of the need for this are user attributes required to connect user records in Hubspot to other systems, like HR platforms.  Most systems use employee ID values as the globally unique identifier for a user/employee rather than the email because the email can change when there is a name change for the user.   Now that system users can be assigned to CRM objects in a custom property field, there is a lot more flexibility to use Hubspot Users which is great, but need to be able to consistently identify these users. ... Exibir mais

Hi   We use different teams to structure the users and security of the crm data.       At the moment, I have no possibility to see the history of the members of a team. I want to see form when to when was a user part of the team. Who added the user to a team, who removed the user from the team. From the other side, I want to see from a user, when did he join a team and when he left a team, who did the moduification. e.g. a user can be part of more than one team, so it would be nice to have a timeline (table) with the history.   Thanks and best regards Bernhard  ... Exibir mais

If you have multiple brands or business units, using the brand kit functions in Hubspot is a complete mess. The customer experience is completely inconsistent making the use of the brand kits almost pointless. I would like to see much more consistent use of the brand kits for each business unit.   Here are examples of the differences in choosing colours in various places in Hubspot:  Landing pages show Favourite brand colours (a list of all brand colours from all BU) CTA's show only our TEG brand colours when you are in ALL business units, eg when you are in a brand that is NOT TEG the TEG colours are still showing, not the actual brand colours. When editing a Theme in settings, the TEG brand colours show when you are in ALL business units (like in point 2). Emails show the CORRECT brand colours per business unit in the content editor, however in the text editor (changing colour of text boxes) the favourite brand colours show like in point 1. Forms (when creating under Marketing > Lead Capture > Forms) it shows the CORRECT brand colours per business unit. However when accessing Forms under (Settings > Tools > Marketing > Forms) it is showing the TEG brand colours when you are in ALL business units. It's a very inconsistent user experience. And I find it so confusing and time consuming as a Hubspot user, as if Hubspot can pull the correct colours for one of the Form sections and one of the sections in Email, why can't it do it for the other sections? And why is it so different across all uses of colour pickers/brand kits?    Canva is a great example of a really easy and user intuitive use of brand kits. You can create brand kits for multiple brands and wherever you are in canva you can switch between brands at anytime and all colours and fonts within that brand are available to you, so you don't have to constantly put the RGB/Hex codes of colours in ALL the time (which is what you have to do with Hubspot). This would make it much easier for marketing and non-marketing colleagues to use Hubspot, as you can easily see what colours, fonts and logos they need to use for each brand by just clicking the colours.  This would save a LOT of time and provide a much more consistent and user friendly experience.   ... Exibir mais

Hi, I've created a dahsbaord I'd like to share with a customer, on their activities, however the HubSpot logo on the email I receive to send to the client deminishes our close partnership by adding a thrid party, unnecessarily.   Please can you allow the optiin to replace your logo with the account (our) logo? ... Exibir mais