Great minds think alike

If one of our users attaches an attachment to a ticket/contact/company/deal that we request (i.e. an invoice for a customer), why do I have to download that attachment to my computer and then re-attach it to an email written to the customer in that ticket? Why is there no option to just attach an attachment that already exists for that ticket? This seems like an obvious function. Please help. ...read more

Hi! My team and I switched from Intercom to your solution some time ago, but we miss the "snooze" functionality for emails and chats. Is this something that you plan to implement in the future, or is it on the roadmap down the line? For instance, we would like to be able to "snooze" an email until tomorrow at 9:00 AM or a few hours later. I'm sure you understand what I'm trying to convey. 🙂   ...read more

It would be helpful to be able to add an attachment from the "Create [Object]" record form. Currently, when creating an object record (i.e. a ticket), users must create the object record, go into the new record, and then attach the file. It would streamline the process and save time to be able to attach the file during the initial record creation step.   I see that there are already enhancements being made to the functionality of attachments (see the thread linked below). Perhaps this could be a part of that.  HubSpot Community - Attachments Section Improvements - HubSpot Community ...read more

At the moment, some custom properties can't be added as columns to the task view under Sales> Tasks and the columns that can be added are limited to certain default properties. I would be useful to be able to add any property besides of the ones currently availeble in the "edit columns" button ...read more

We often have to log meetings against our Hubspot deals after they happen (last minute, unplanned etc). When logging the meeting and noting who was there, you can't add internal attendees. Given we are often sending two or three team members to a meeting, it would be great if you could add Hubspot users as attendees so there is a clear record - rather than trying to remember to name them all in the notes ...read more

The HubSpot Activity Feed is basically a straight data dump with no way to sort the data. Even though all of the data is categorized, there is no way with Dashboard filters or the Forms analytics tool to view the data beyond just counts.   For example, when customers fill out forms on my page, I want to have the ability to have the columns showing the Contact, Company, Date, and Form, where I can sort by any of the columns. Currently, there is no way to do that, and I can only go to Contact | Activity Feed | Activity type | Forms, and only see data dumped there by date, with no ability to sort for anything.   HubSpot already has all of this information categorized, so it is just a matter of allowing for the information to be displayed. ...read more

We need to change the activity owner for emails/calls etc so that we can update our reporting (we've had an email address format change since we started using HS, so now the legacy activities are showing up on reports as separate to new email format).   Please could this be added? ...read more

Being able to mass edit and delete contacts, companies, deals, and custom objects is very helpful, and it would be nice to be able to filter list views and mass delete and edit for activities and meetings as well. You could filter based on date, user, activity type, meeting/call type, meeting/call outcome, etc. This would be super helpful for CRM maintenance and cleanup. I would picture this as an option in the dropdown to select Tasks or Meetings as Objects (alongside Contacts, Deals, Companies, etc) to select property filters and mass edit/delete. ...read more

When you connect your email to Hubspot, it tracks all your emails even to internal company contacts unless you turn on the do not track feature.  This issue then makes the emails/sales report incorrect when looking at emails sent.   It would be nice if there was a bulk delete or way to "select" the activity/emails you want to delete all at once to clean it up for reporting.   Deleting each one is very teteious and time comsuming.  Thank you! Debbie ...read more