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Feature: Within either default or user created fields, there needs to be the ability to search for multiple entries   For HS default field "Email" it's possible to enter a primary email address and second (third/fourth....) email address.  The addresses other than primary are not searchable via a view filter or via a contact work flow.   Reason for need: My company has contacts who have erroneous second email addresses entered in the Email field.  This is causing problems with ticket routing.   I have no way to either flush these out via a filtered view or perform any automated fix via a work flow.     ... Mostrar más

It would be great for Hubspot to create a way for users to customize the color of the background to differentiate between Companies, Contacts, Deals & custom objects.  Sometimes when going from the company screen into a deal screen, they tend to look the same and it would be nice to have 1 color for each to help identify.    ... Mostrar más

Necesitaba encontrar una forma de poder revisar cuando otros usuarios hicieron modificaciones en nuestro CRM (informacion de contactos o empresas). Para ello, estuve creando un workflow que me avise cuando se modifica una propiedad de un contacto o empresa, pero no puedo configurar que solo me de aviso cuando es otro el usuario que modifico una propiedad y no cuando yo tambien lo hago.   Estaria bueno lograr esto para poder tener un chequeo diario de cuando otro usuario modifica propiedades de los contactos o empresas. ... Mostrar más

Seria excelente y un gran avance poder ver rápidamente que usuario modifico alguna propiedad de un contacto, pero no tener que ingresar uno por uno a cada propiedad para validarlo, ademas no tenemos forma de saber exactamente que contacto fue modificado por otro usuario a menos que nos avisen.   Si se pudiera agregar una propiedad que se actualice automáticamente como "ultima actualización por" que es manual, pero seria bueno si esta propiedad se actualizara automáticamente indicando que "tal" usuario hizo modificaciones en un contacto y luego otra propiedad podria indicar que propiedades fueron modificadas por ese usuario.   En mis tareas diarias eso me ayudaría muchísimo! espero que lo puedan tener en cuenta, muchas gracias!     ... Mostrar más

Sería de mucha utilidad que se pudiese exportar el listado de contactos y/o empresas que se muestran en la sección de Manage Duplicate. ... Mostrar más

The feature is essential for companies which make use of different client segments.   The goal is to make sure that whenever you delete a segment you have created in a customized property, that you will be notified to see in which client accounts the segment will be deleted and if you want to change the segment choice for the specific clients.    The value it adds: you will not lose any information of your clients and as they will be segmented to another segment if one segment is deleted; it can still be possible to make sure the marketingtools and salestools can be done correctly.    Examples with bars: If you want to make it more simple for example, like a customized property with restaurant only and want to delete the segment bar. Furthermore, if i delete this segment than all of the clients that were a 'bar' are not linked to a segment anymore. So why can I not get notified like, do you want to add the clients, who were segmented in a bar first, place them in the restaurant category after deleting the segment bar.    Example with restaurants in short: If I want to adjust client segments and I want to delete the segment; restaurant (gastronomic). Than I want all the clients that are categorized with this segment to pop-up to make sure that they will still be categorized, only in a different segment. Somehow right now. Nothing pops-up when I delete a segment, so i won't get notified which client will not be segmented anymore after I delete a segment   I hope this is clear enough for everyone. In case not, just send me a message.      ... Mostrar más

Hi Team!   Posting on behalf of my customer:    it will be great if we can search for contact by City in the search bar. Currently, The search bar can only be used to search for name, phone, email addresses, or company at the moment. Extending the fields we can use to search with will be very beneficial!   thank you 🙂 ... Mostrar más

e-signature limit up to 3.000 contracts ... Mostrar más

The Problem: When merging contacts, currently the 'most recent value' is retained in the post-merge record. This is not always the value that is desired to be retained. The Solution: Ability to pre-select a setup of properties that should always be reviewed prior to merging contacts (an Admin global set up, not a user-specific) When in the merge function, these select properties show for reviewing the retained value. When reviewing the pre-merge properties, the ability to map the desired value to be retained for each of the properties is key This will be different for each Hubspot customer so the ability to customize what properties to include in a pre-merge scenario is important The allowed number of properties to include in the review should be a reasonable number to make the function manageable yet flexible enough to be useful - so maybe 15-20 max Not every property is relevant to review when merging as some properties should retain the most recent value. This customization for an Admin to set will allow for the review of the most critical information.   A default property example would be: Contact Owner Other examples: For our company we have a list of product integration-specific properties that affect list memberships and workflows... so all of those I would be interested in reviewing on merge Custom properties we use for reporting cohorts Custom properties we use for form submission date recording etc. Other ideas that are around merging and should be considering IF/WHEN work is done on the merge feature: Merge permission setting Review of contacts that have been merged ... Mostrar más