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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 ... Mostrar más

Good evening, Community. I have a Sales Enterprise account, and we would like to be able to configure some features of the Tasks section.   I've been looking into settings, but I can only modify the default values shown in the following image.     It would be great if HubSpot allows us to configure some features, for example:   Modify and only have the options "Today" and "Tomorrow" Set a range from 8:00 AM to 12:00 PM with a period of 30 min. For priority, increase alternatives, for example "Medium" and "Low"   ... Mostrar más

Love the new sync capabilites that come with the Operations Hub! Coming form Piesync this makes thing so much easier. However, when one-way syncing Hubspot contacts to Outlook365, we would appreciate the ability to manipulate/modify fields as they are replicated. One scenario we encountered is the File As field in Outlook, that could easily be populated by concatenating 'Last Name'&', '&'First Name' from Hubspot and targeted to the respective field in Outlook.  We now work around the limitation by creating a "File As" custom field in Hubspot, and running a workflow to populate it with [Last Name], [First Name] upon creation or change of the record. This custom field will then be synced to the correponding field in Outlook.  It would obviously be much more elegant to implement that on the sync connector, because the field is used on Outlook only and has no use in Hubspot. Perhaps one can dream of some sort of advanced sync mode that would allow the use of regular expressions for field mappings? Cheers, Daniel. ... Mostrar más

I have the logging turned on so any email send/recieve from outlook (connected) will create a contact in my hubspot CRM, it appears at top of all contacts list, you can populate the fields, or just delete, is there a way I can add that individual person to the never log list quickly i.e. right click, or a drop down option? at the moment I have to go to outlook and click little arrow at bottom right of the ribbon and manually add each one,  ... Mostrar más

There used to be a toggle to disable adding a contact to deal records when you email through a deal. This quietly changed in the back ground. My organization requires this feature to prevent cross contamination of sensitive information.   We only want to keep the primary contacts in place for each deal. We deal with various other people on a deal and cannot have their contact records going into each of the deals. There are many emails we send out routinely to the same individuals (ex: banks, city, service providers which we track within the deal record but do not want to be associated as the Contacts for each deal. Meaning, mulltiple people are emailed withina  deal who are not teh clients. Therefore we can have 100 deals with several people on each Contact record for that deal that have no business being on there as it beomce impossible for users to figure out who the clients are based this.   Additionally extremely sensitive information was shared on a deal which was seen by my users which legally they cannot look at. Thanks to this malfunction emails unrelated to a deal were added to the time line. This has to be changed.    We are not using Gmail and use the inbox and the deal record for client management. It is not possible to work with Gmail given the CRM's use. This is a huge issue for my company.   I'd like to see this brought back and have the ability to turn this off system wide. Manual contact creation for deal records has to be brought back. ... Mostrar más

Inside the Contact record, on the left, I have a ton of properties which I want to keep handy.  But I don't want to see them if they're empty.    Suggestion:  Show me only the properties with a value At the bottom, include a "Show more" link that I can click on to see everything and add information when I want to (and obviously a "Show less" to collapse it again and get it out of the way) This is logical and hopefully easy.      ... Mostrar más

Talked to support and seems that HS does not support this.  So and idea for enhancement.   Have the system verfiy the input of an email address, like is seen almost everywhere else on the web.....  That the input from 2 different fields is identical.  Not checking that the domain name is correct or valid.     For Example Email field #1 = sctto@emailaddress.com Email field #2 = scott@emailaddress.com This would not pass simple validation, as the two entries are not identical.   Scott ... Mostrar más

Please fix "expand all" function to do what it says or rename the function from "expand all" to "expand everything but comments". It confuses my team and probably most other users.  Though it would be best to view the comments in expand all mode. Thanks 😃 ... Mostrar más

Hello,   Yesterday I innocently uploaded a list of about 300 existing contacts with some updated data for some of their contact properties. This triggered a workflow and all 300 contacts received an email they shouldn't have received. Obviously, this was not my intention, I was simply trying to update some contacts.   It's hard to remember every single one of our workflows and the triggers for each one, especially when we have a fair few people internally within our business creating them all the time.   Just before I finished my upload it would've been nice if I got some sort of notification to let me know if this would trigger any workflows. This would've saved me a lot of bother as I could've cancelled the upload and changed it so it didn't trigger the workflow.   Thanks! ... Mostrar más