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It would be helpful to have notes auto-save as you are working on them.  I have lost a lot of notes by closing the incorrect tab and have no way to recover the information already collected.   ... Exibir mais

When you reply or forward an email from HubSpot, the editor does not include the email trail so, if you need to forward an email but edit or remove one of the previous emails in the thread before you do, you have to create a brand new email which then breaks the conversation chain.   Is it possible to get the email thread included in the editor? ... Exibir mais

HubSpot needs to implement a Collapsible Tree element to all areas that have a history.  For instance, in a ticket, a contact Card, etc.  If I am looking for a conversation that took place four months ago, as things are now I have to scroll down forever, waiting for HubSpot to pull up the older conversations so I can scroll past them.    It would be very useful if I could just collapse May, April, March, February, etc to get to January and scroll through those.  Expanding that idea also to years would be great.    ... Exibir mais

Id LOVE to be able to create checklists in my snippets.     In sales, there's quite a few things I need to check off with each deal and they might not correlate to a certain deal stage in the pipeline.  I know I can just create tasks.  But a simple checklist of to dos that lives inside of each deal could be great....   ... Exibir mais

We strongly require the ability to turn off the automatic association of Outlook emails to objects associated with the contact in HubSpot.    Ideally, we want to be able to log emails form Outlook to the contact record only, then we manually associate the email correspondence to objects that are applicable to the email thread.   Currently, when emails are getting into HubSpot via "Reply All" from Outlook (utilizing the HubSpot BCC), the email doesn't just get associated with the contact records, but also many other objects (services tickets, deals) that the contacts are associated with.   We are seeing A LOT of emails getting put on service tickets that they have nothing to do with, crowding up the ticket timline.  Even more problematic is unrelated email correspondences are opening tickets that have been previously closed.  But an unrelated email correspondence is being logged to the ticket, reopening it.  This is causing our support ticket pipeline to be littered with previously closed tickets that should not have been reopened. ... Exibir mais

Feature Request   Requesting an option to set a default font type, size and colour for all notes created within my CRM.    You can change the font of your CRM emails and marketing emails and it would be great if a similar feature could be implemented for the notes tool. ... Exibir mais

It would be great to see the complete email thread when answering to a 1-to-1 emails from Records, for example, to have the possibility to add notes directly on the original email.      ... Exibir mais

Falta una opción para insertar checkbox (casillas de verificación a las guías, ademas sería bueno poder hacer tracking a la cantidad de veces que fue marcado y descargar guias rellenadas en cierto tiempo o por cierta persona. ... Exibir mais

My team is looking for call triggers, it would be VERY VERY beneficial if we could filter notifications to 3+ email opens, and not all activity.   I know this exists in the marketing email report, but having the ability to be notified via email, or the extension would be beneficial  ... Exibir mais