Great minds think alike

cberglund · ‎Apr 28, 2021

This is a stadard feature of other CRMs to be able to create a list of contact with an AND / OR option.

MartinK · ‎Apr 28, 2021

Don't understand why ip_country has a different format and thus can't be copied into country unless you build a massive work around. There should also be an automatic translation of country into region code when enabled. At least on company level.

AnJan · ‎Apr 25, 2021

We are using the Hubspot user field type to select Company / Contact owner. We have a rather long list of users, so I would like to filter/customize what is shown in this pick list, and/or rearrange the order of users shown. E.g. our "Super Admin" comes up as a first suggestion for being a Company owner. I would like to remove this type of users from the pick list.

StephanieB · ‎Apr 23, 2021

When adding a property as a filter or table view, it'd be great to be able to filter the properties by group or jump to a specific group. Right now, you have to know the name of a property to find it or aimlessly scroll until you reach the group you want. With almost 1,000 properties this can take forever and feels impossible sometimes. If you type in the name of the group you do see the group but then only the properties within that group that also contain that word.

JdeWeerd · ‎Apr 23, 2021

Hi all! When you create an export from HubSpot, there are not secured with a password. You can add this manualy after the export - in Excel for example - but sometime people forget to do this. Wouldn't it be better if we can create a password within HubSpot, before exporting HubSpot data? What you guys think?

Suzie-Mamava · ‎Apr 22, 2021

When I get looped into a big email chain, HS auto adds those new contacts. Because they're all with the same company, I bulk edit multiple fields (state, org type, etc). Instead of doing one by one, I'd like to be able to bulk edit several fields at once. That would streamline getting everyone updated.

mauimarketing · ‎Apr 19, 2021

There is very rarely only one contact that is involved in any one deal. Partners, group members and even other companies are coming to the table. In communicating and convincing groups, we need to inform all the stakeholders of each otherʻs information in email or other documents. We need to make a personalized list (table) of fields from the contact that will impact the delivery and completion of the deal. In my case, itʻs the name, birthdate and gender of each person attached to a deal. I can personalize using tokens only on the first contact added to the deal but no other contacts attached to the deal. Joe Yes, that is a limitation that we are going to run into here, unfortunately. I have tested this on my side and can also confirm that it is only possible to use tokens to pull in information from one Contact and the rest would need to be entered manually.

JGallagher · ‎Apr 14, 2021

I need to add partners of CVompanies I add into Hubspot CRM. I would also like to rebe able to repotrt on these as well. Example. I add a Company called MarketFacilitators. They have 3 partner companies P1 P2 and P3. I would like to se who else has P3 as a partner in my database. This give me greater insight into dealing with each company and leveraging already existing relationships.

lbrown27 · ‎Apr 14, 2021

is there any way to export the property history (the changes that I see from within the contact record/history) or do I have to just scroll page to page; could I at least sort or filter or *even better* plot on a timeline 🙂 I want to visualize the customer journey and have a hard time doing so in Hubspot despite knowing the data is there.

MMachi · ‎Apr 12, 2021

I have two suggestions to improve the merge process at the contact level. First is the ability to display additional information when choosing a contact to merge. In the case below, if I want to merge another contact named Joe Smith or Joseph Smith with this one and I search for a name like that which may be very common, how do I know to pick the right "Joe Smith" from that list, especially if there's not an email associated. It would be a nice enhancement to allow the user to select an additional contact property to display beside the name to help narrow down the options there. Additionally, this screen should allow for the ability to choose which contact to merge into, similar to how the Manage Duplicates page does. For example, if I wanted to set up a merge but keep the record on the left as the record to merge into, that's not possible from that contact screen. But the Manage Duplicates process does it this way and it would be a great enhancement.

Great minds think alike

Filters for contact - OR option

Match format of company ip_country and country/region

Customize Hubspot user field picklist

Filter properties by group when searching in workflows, lists, contacts view, etc.

Secure data exports with a password

Bulk Edit multiple contact fields at once

Allow for use of personalization features to be triggered if there are multiple contacts on a deal

Adding Partners/customers to Companies I deal with

Contact Property History

Contact Merge Enhancements

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