クリエイティブな才能を開花させよう

If you go to a contact, you are presented with 6 tabs: Activity Notes Emails Calls Tasks Meetings   On the activity tab, you are presented with the option to both filter and search the contents of that tab:   Unfortunately, that's where the search fun ends as all the other tabs have no ability to search through their contents. Have 10k messages from a rep, but want to find the one that went to or came from  X client, Y company, or is related to Z attachment on the contact's profile? get ready to scroll.... a LOT so essentially I'm asking for each of those tabs to get their own searches, hopefully tailored to the content they surface: Notes:  search for text content in the notes search for attachments to notes by file name search for notes created by a specific user search for notes from a specific date basically search for anything that can be stored in the notes area Emails: search for text content in emails search for emails in this tab that are from a specific user/email address search for emails in this tab that are to/cc a specific user/email address search for emails to a specific organization search for emails that have attachments with a specific name search for emails that have an attachment Calls: search for text content in logs search for specific participants search for specific attachments Tasks filter by type, priority, date... all the task type stuff Meetings: basically same deal as calls Essentially, make it so that each of those tabs is able to filter down the information presented in them into something more palatable/consumable that is able to surface the content in each tab with filtering options tailored to each dataset.     ...その他を表示

From a privacy audit standpoint, we'd like to be able to view a log of the HubSpot users that have viewed individual contacts in HubSpot and had access to individual contacts' PPI (protected personal information). ...その他を表示

It would be really great to be able to change the gray text on a gray backbround to black. Gray on gray is not a good idea and very tiring to the eyes. What is wrong wtih black?! In the contacts and companies trying to scroll through properties and information all in gray is not easy on not-too-young eyes. The other possiblity that might be helpful is to be able to have a white background rather than a gray one.  ...その他を表示

Having a 'box' or 'card' view avialable for contacts and companies would be very helpful and would eliminate the need to scroll through information a gazillion times a day. At this point, there is a lot of wasted space on that page for things I don't need, while the things I do need are all in one very long column. ...その他を表示

I need to email a list of our ICP (ideal customer profile) tiers. I am doing this by adding the report to a dashboard then drilling down to display the company names per tier.  I then email the dashboard reports so the data can be viewed without having to log into hubspot.  However, the display only shows a limited number of records and it is therefore incomplete.   1 - please have option to display all records 2 - please have option to display all records as Excel/csv attachment so it is viewable to our executive team.    ...その他を表示

For records customization, change the default view inside of a record depending on the value of a property.   For example, if you select a specific value for the industry property in a company record, you can specify what properties are shown on the left-hand side inside of that record.  ...その他を表示

Please add pull-down options in Time Zone for when creating new companies.  When adding a new company using the domain, it automatically fills it in.  When adding a company manually, I've tried typing EDT, MDT, GMT -4, etc.  A pull-down option would be most handy! ...その他を表示

When creating a contact on the HubSpot App, it is not possible to add the contact to a list. It would be helpful if we could add contacts to list when we're at events so that we don't have to go through recent contacts and manually add when the event is finished.   ...その他を表示

I find it to be really akward to have to go to "all views" to access options to clone, delete, rename, manage sharing or create report from a view. There is already a button in the UI to pin the view.     It would be awesome if these options   We available when you are looking at the view ...その他を表示