Currently, if you want to add or remove an association (Customer, Company, Ticket, Deal, etc.) in Conversations, you have to select on the associated contact, navigate to that conversation, and make the change. If the conversation is already associated with a ticket, you can also do this from the ticket. However, from the Conversation inbox, there is not a simple way to add Associations. If a new contact comes in you can associate it with an existing Ticket, Customer, Company, etc. from the Conversation inbox. I believe this used to be something that was allowed on earlier beta/alpha versions of HubSpot.    You can change associations from Conversations if you expand the "Email detail" box to have the email box detach. But adding/removing the associations will only save if you send the email. Again, none of this is simple.  ... View more

When viewing Deals (right navigation) that are associated to a contact or company record, ideally the sort should be earliest to latest, so May 31, 2019 should show before August 1, 2019. All past deals should not show for previously won or lost deals. If a salesperson wants to investigate previous history they can view all deals. This would allow the salesperson to focus on current or upcoming opportunities.  Preference is to have two tabs, current deals and past deals (won/lost).   It's almost like a sales person had zero input with the navigation of UI. I hope this makes sense and happy to expand, if needed.  ... View more

When merging two Contacts or Companies in Hubspot using the "Merge" option under the "Actions" dropdown, the current way it works is to replace the fields with the most recent data. The specific issue is that if a field is blank, and it is being merged into a field which is not blank, the ending outcome is that the field is blank simply because the item is newer. This is an incredibly inefficient and should be addressed.   ***If a field has a null value, it should be ignored if trying to be merged into a field with a value.*** ... View more

deletion concept In the course of the GDPR purpose-bound data, which are collected for certain campaigns must be deleted after a certain period. For this an automated deletion concept would be meaningful. Which means that the data, which were collected in a certain campaign after the period xy are deleted automatically. ... View more

It would be really useful if you could exclude a certain group of contacts from being viewed by certain users. This could be based on the team or owner they are assigned to. For example my HR team want to start using HubSpot to collect initial job enquiries and CVS but they don't want this visible to the rest of the firm. i know you can grant persmissions, but being able to exclude would be really useful. thanks! ... View more

In the Contacts view, there are columns the represent contact properties that the user can customize (add and reorder).  There is no way to add a column for the names of the Lists the contact is on.  That would be helpful. ... View more

For certain web forms / inquiry types we have to create new (form-specific) fields. Today we (our users) have to create new contact properties in any case. However, often these contact properties are only needed once to handle specific inquiries (for example on  event registration forms for booking certain workshops etc). A lot of the properties are not designed for long-term use (e.g. segmentation). Also, most users (besides the creator) are not interested in these properties, or they even disturb them.   Wouldn't it be benefical to have an option to create form-specific properties that do not appear on a contact record?     ... View more

When using properties to track activity that we need to report on, e.g., event registrations or product adoption, it would be very helpful to be able to bulk edit multi-checkbox properties by appending values rather than replacing them. Currently the only way to do this appears to be with a workflow or new import, but we are often updating properties directly in the CRM and hate to risk undoing work/data that has been compiled over time.  ... View more

Requesting a better way to organize all the contact properties (including the default ones created by HubSpot). Right now there's a limited grouping function for Contact Properties, but it seems like there's an enormous array of default properties that all (and only) exist underneath the "contact info" group. We’d like to be able to configure how the system segments contact properties. ... View more