Great minds think alike

we need invoices as a single object report data source really bad. . . especially since hubspot dev rolled out the center column card editor where we can embed single object reports.    This would allow both sales and account management to track how much we are billing each customer monthly right there on the record!    thanks in advance ...read more

I need the ability to Mark when a Contact becomes an official customer, and then lock certain aspects of the record to all but those with specific permissions.      My problem is that once we have a registered custoemr, I need lock the address, main contact, main email, etc. so that it matches our billing system and only the accounting team can modify.  I understand how to limit user permisions, but I need the ability to lock just certain fields to everyone, including the contact owner, while letting them modify other fields. ...read more

Having that little Preview button in the column of associated companies/contacts/deals would make it even mroe useful!!! ...read more

If both the contacts have different Member Birthday/ date of birth, it clearly means they are different people. It should be rejected. Can you change the parameters for duplicate detection. Thank you. ...read more

I recommend HubSpot add a field called First Interaction Date, similar to Last Activity Date. We are trying to see contacts who auto-converted (converted to a paid account BEFORE a sales rep reached out to them), but there is no current field to show this.  ...read more

1) There is currently no property that allows me to view the total customer lifetime value in a column on contact lists. This would be very effective in quickly visualizing the total historical value of customers on contact lists.   2) In addition, being able to visualize total closed deals would also be a great metric to visualize on contact lists.   3) Relative to the above metrics (Customer LifeTime Value & Total Closed Deals), it would be awesome to be able to view the average order value of a contact on a contact list as well.   I'm surprised these aren't already accessible metrics on contact lists and hope they are implemented soon.   ...read more

We are trying to add contacts to HubSpot but are getting an error message saying the "email address already exists". I try seaching for the contact and can't find it in HubSpot. What could be going wrong and how do I fix? ...read more

Under Settings -> Contacts -> Record Customization, you are able to customize tabs, sidebars, and cards. However, there is an area ABOVE the left side-bar that is uncustomizable. It takes up a lot of space when looking into a contact and doesn't give much useful information (I don't personally need to view email addresses often). It would be nice to have the ability to edit this so that I can have the information that I prefer in this "top" spot. Thank you for your consideration!  ...read more

  So when assoociating a contact and a company with a deal, the default activity being measured is set to '30 days'. How to change it so that it is set to 'All time' by default?    It would be great if I can say 'By default, I want the timeline activity to be set to 'All time'   ...read more