Great minds think alike

Yo_Be_Low · ‎Feb 24, 2021

We have created a lengthy list of properties that need to be referenced in a contact's left-sidebar. Most of them, however, are unused because it's extremely rare for a contact to exhibit all the properties we track. This leads to an extremely long left sidebar and it's hard to see the properties that are being used (for that contact) amongst all the properties that aren't being used. It would be much more visually efficient if the left sidebar was collapsed by default to show only the properties that had values. There would need to be a "Show All" control that allowed you to see all the available left-sidebar properties so you could add values as necessary.

PLichstein8 · ‎Apr 27, 2022

Sales is about a funnel. The feature that allows the capture of business card data in the HubSpot mobile app is great. In many instances the automatic capture does not capture all the data oon the card. That is fine for most contacts as most contact do not move very far down the funnel. Nobody wants to do extra work of entering the data on the card but not captured into contacts until it is clear th contact will have value. Unfortunateley there is often some time between capturing the photo of the card and understanding the value of the contact. Can you automatically attach the photo of the card in the notes for the contact so it can be refeeerd to if the contact moves down the funnel and it is worth the effort to put ll the data from the card into the system?

San · ‎Feb 23, 2021

Setting to allow: The contacts coming through the website's job postings (form submission) should be accessible to the HR team only and not to other members (including super admins) using Hubspot for confidentiality.

Viddy · ‎Apr 24, 2022

Hi team, posting on behalf of my customer They are looking for a more intuitive way to view previous company records on the contact record as well as pull that data into a report or list. Currently, they are setting up the CRM to import the data over, with the suggested workaround of creating a custom property, they are still unable to import and view the data associated to the contact's previous company. It would be beneficial to be able to import and view previous company data for existing contacts in a chronological order 🙂 thanks team!

kolbenpreble · ‎Feb 24, 2020

We all have custom properties for deals. Why can't we display that infromation on the deal card on the contact record?

amygroden · ‎Feb 24, 2020

As a company focused on content marketing, I continue to be baffled why HubSpot does now allow you to see who viewed a blog post and create a list of those contacts, the way it allows you to do that for emails and web pages. ???! Some of our most advanced ideas and thought leadership comes from our blog posts and we cannot easily see which prospects and customers are interested in these more visionary or subject-focused topics. I would think this would be fairly easy, as you can click on an individual record and see what blog posts they viewed. You just can't product a report based on the blog topics or article. Why is that?

MCascio · ‎Feb 18, 2021

It would be great to be able to edit the current view or re-order the objects displayed in preview pane. Right now, our view makes no sense. For example the State object is nowhere near the Postal Code and it just takes extra time to get data that should be right next to one another added into the record.

JenM · ‎Feb 19, 2020

It would be helpful if we could associate multiple contacts to deals via object ID on an import. If there was a way to put multiple contact object ID's in a column of the spreadsheet, formatted with a comma or semicolon in between the numbers, this would save a bunch of time.

LPiette · ‎Apr 21, 2022

It would be useful to be able to filter contacts by the deal they are associated with (in a similar way to how it's very easy to filter contacts by their associated companies). *Use Case* We are a charity that runs programmes for cohorts of participants Programmes are tracked as "deals" and participants are saved as "contacts". Programmes ("deals") are also related to partner organisations which are saved as "companies". We frequently deal with participants ("contacts") by cohort ("deals") and it would therefore be very useful to have an easy way of filtering participants ("contacts") based on the programmes ("deals") they have attended/filter by cohort ("deal"). This could be achieved if there was a filter for "Associated Deals" on the Contacts page and you could create "Associated Deals CONTAINS XXXX" or a Drop-down multiple select of deals. It would therefore be very useful to

MilesHeadStart · ‎Apr 20, 2022

I understand that you can update the Last Contacted property by logging a meeting, call, or email - but sometimes I connect with contacts via social channels (like Twitter or LinkedIn) or other places like online forums. These are still leads and our interactions are valuable to document accurately. The problem is, our only option is to log these as "emails" with a note, which is okay but it would be nice to have another option to more accurately depict the nature of the channel and cut down on the time of having to enter additional context. One idea to make this happen: have the ability to create a custom property for these values so users can set their own "channels" of communication to update the Last Contacted Property to fit their needs. Let's be real - email may still be the big fish in sales, but in today's age there are countless other channels of communication with leads. Only having the option to log a call, email, and in-person meeting is dinosaur energy in our digital age. Cheers HubSpot friends!

Great minds think alike

Hide unused properties in left Contact sidebar

Retain image of captured business card in notes for contact

Contacts through career form submissions on website only visible to HR team

view previous companies record & history on contact record

Ability to Adjust Information Showed On A Deal Card Using Custom Properties

Create a list of contacts who viewed a blog

Edit or re-order the objects displayed in preview

Associate multiple contacts to deals on import via object id

Filter Contacts by Associated Deal

Add Other Options to Manually Update Last Contacted Property

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