Las grandes mentes piensan igual

DHeywood · ‎mar 29, 2021

The target accounts overview is a brilliant overview of interactions/engagement and I'm currently rolling it out to manage our strategic accounts. A significant area where this falls down through is the ability to group companies, for example where our strategic account focus is a combination of parent and child companies. At the moment, i'd have to flag all those as a target account, but would appear as separate entries, making holistic management a little more difficult to get the measure of. This is equally true on a company record too - the ability to roll up all child company data/activity into the parent company (toggling onoff would be great!) would make mangmeent of complex corporate structures much easier

CVilla · ‎jul 29, 2020

I would love to see a DELETE button besides the Merge and Dismiss for managing duplicates. Now the process take a longer time just to delete non relevant contacts in this list. You have to copy the email/ contact you want to delete and open a new tab and go though several steps. It is time consuming. Imagina going through 2000 contact in a month with this process? If the delete button is available, you can just do it in one click and done. Please add this button and will make a big difference. Also would like to see a posibility of doing bulk delete in this list.

AGnaedinger · ‎dic 14, 2021

Contacts in our system often want to recieve our various marketing subscriptions to both their work emails and their personal email addresses. Rather than having to make two separate contact objects for a single human person, we should be able to subscribe secondary email address, while maintaining a single contact record. Essentially, we do not want to have to maintain two separate contact records for the same real-world individual just to be able to send marketing emails to both addresses. If there are work-arounds for this issue, or other solutions, that would be great.

sethedwards49 · ‎oct 28, 2022

I would like for when I start searching a contact by number on the mobile app it will begin populating the contacts that match. Right now, you have to type all 10 digits. I try to do this while someone is actively calling me, and I need it to fast otherwise I miss the call

SMartinPrevex · ‎oct 28, 2022

It would be nice if could customize the center of contacts and companies in the same way we can customize the sidebars

LRaposo · ‎oct 27, 2022

Since HubSpot Insights data typically loads the state in as an abbreviation, for those of us who changed the state/region to a drop-down (vs single line text), it would be extremely helpful to have an option for a load list of states by abbreviation so the Insight data would populate correctly. Create an option for States by Abbreviation

SPriller · ‎dic 9, 2021

It would be great to not only have the option to write done notes, and journalize calls/emails but to record audio memos.

SOzaydemir · ‎oct 25, 2022

To be used within the company or contact notes

Gus_Röttgering · ‎mar 12, 2021

It would be really usufell to have the attached files linked to the attachment field on the right side bar. The link that is showed on the property isn't clicable and sometimes there are too many activity in progress to track the box with the changes. If we can create a workflow that attach these files to the attachment field on the right side bar of a given contact that would be awesome.

RyanAbilar · ‎dic 7, 2021

It's really a pain when you export something from HS and by the time you see the exported file, you would only see userid's / Id's. Perfect example is the Original Source Data 2 on the company object. I tried creating a new field that copy the value and ensured that the new property I created is a single line text. However, it doesn't work. The exported file still showed userid's. If you wanted to build a pivot of the companies in an excel sheet, and group them by users, you would need to have one screen with your user page so you can manually look them up, and another screen for your excel. (imagine this painful stuff). The workaround of creating a new property is already unacceptable but I still tried. So how much more with manual steps to get the name of the users?

Las grandes mentes piensan igual

Parent child relationships - target accounts

Managing Duplicates

Allow a Contact to Receive Marketing Emails via Multiple Email Addresses

Search Contact by Number

Customize Center

Load List for States by Abbreviations

Audio memo

Ability to pin multiple notes (instead of just one) and order them in order of importance

Workflow to add uploaded files to the contact attachment field on right side bar

Export text values of Original Source data and other fields that ONLY appears as ids when exported

Entregado Recientemente

Recientemente en Beta