Great minds think alike

jcj87 · ‎Feb 4, 2020

AS admin in companies with more than 50 users, we should be able to manage permissions to merge contacts since it implies "manipulating" the database by anyone who can edit contacts even if he is not aware of the impact merges could have.

SVanDuyse · ‎Jan 28, 2022

We'd like to be able to limit the view/edit/use rights for Products to certain teams/users, just like with all data objects. Specific use case: client has 2 divisions. All data is split for the specific teams, but overarching sales managers need to see everything. Only Products database can't be split in teams.

SupportSystony · ‎Sep 14, 2022

Hi, Simple request. We need more fonts on email templates which are used for one-to-one email. users now have to change the font when they select a template from HubSpot through the Outlook HubSpot Sales tool. Or even when you send an email from the contact record in HubSpot, the number of fonts is very limited. Now users have to change the font on the email (in Outlook) when using an email template due to the limit of 7 fonts that are available. See attached image. Thank you.

ADocio · ‎Oct 28, 2022

Well, I would like to show my anger to the developers team, because they have made a change without giving an optimal solution to what was already there. When you enter an owner property, there used to be a search box, so that you could identify the user name according to the ID. I do not understand what was the reason, nor who was the genius who approved this change, but I can tell you that it was a mess. Please, I would like to ask you to implement again that search box, as it is something very useful and necessary for many of the developments and integrations that are made. It is something that in my work I have to consult very often. I don't understand why it was removed if it worked well. Please, give us a solution.

mtruss · ‎Mar 16, 2021

Problem: At the moment, Insights does not work for every field properly. (More info here: https://community.hubspot.com/t5/CRM/HubSpot-Insights-Database-enriches-wrong-address-information/m-p/419158#M125703) You already implemented an option to disable it completely. (https://community.hubspot.com/t5/HubSpot-Ideas/Option-to-turn-off-HubSpot-Insights-on-company-records/idi-p/178713/page/2#comments) This is not ideal, as some information is correct and we want to benefit from it. Solution: Provide the option to enable and disable Insight on a field basis instead of as a whole.

FPastorelli · ‎Nov 1, 2022

I think one of the biggest problems with hubspot forms is that, whenever there is a reason to make changes to a form (for example add new fields, edit dependent fields, change GDPR settings etc), you need to do it one by one on all the forms. It would be much easier if you could create different template forms (for example one for newsletter signup, one for lead gen, one for book a meeting etc) and then clone from these templates. Once you need to edit a form, you can just edit the template and have the option to edit all forms that are using the template. Using the same form is often not an option, because of different CTAs, the form being added as an asset to different campaigns, or different languages for example. I really hope you will work on this, its a really messy job right now...

ElishaDignam · ‎Nov 30, 2020

Within our database, we have a lot of duplicate companies because companies have multiple URL variations (i.e. www.brand.co.uk / www.brand.com /www.sub.brand.com, etc) When we're merging these company accounts, we're losing visibility of all the different URLs as it's just keeping the most recent one. Please can you amend the process to keep a fields records when merging, and not delete anything? Perhaps set up a review process which asks what you want to do with company data in fields that are both (keep, replace, keep both).

JimL · ‎Aug 24, 2022

Right now in the CRM, access to Dashboards and Reports are combined (Dashboard, reports, and analytics). We need the ability to separate out Dashboards and/or Reports so they can be managed independently of each other. We have Roles where the user needs to be able to create and edit their own Reports but not have the ability to create or edit Dashboards, just view them. Having them combined in the CRM permissions does not allow us to manage this, and are constantly having to clean up Dashboards that are inadvertently created.

Jon-RevenueOps · ‎May 10, 2022

I am dealing with an issue where we are using the enterprise custom sidebars on the left-hand side both for team views as well as dependencies (if field has X value, show these additional fields). I am realizing that the preview function only shows the "About this Object" section and then moves on to other information about other objects. It would really improve the preview functionality if those additional sections and dependent sections would show up in previews.

bkbjpm · ‎May 24, 2023

HubSpot team, Thought I would share this small enhancement request. When you go to merge two contact records into one, I oftentimes don't select the right record to properly facilitate the needed merging. Per the graphic below, you have the contact on the left (labeled #1) and the contact on the right (labeled #2). The graphic below is showing that contact #1 will be merged into contact #2. But there are times when I select the incorrect contact for merging and what I actually need to have happen is to have contact #2 to merge into contact #1. So the enhancement request would be to have a button or something that I would click that would allow me to change the order of these two contact records. Contact #2 needs to go to the left and Contact #1 needs to move to the right.... As it stands right now, when I realize my mistake I have to exit this screen and search on the correct contact, go to the contact record, then click the Merge link which then takes me back to this screen. From a UI perspective this is not ideal. Would be great if you simply had functionality on this screen that would change the order of these two records. Hope this make sense.

Great minds think alike

Merge contacts permissions

Be able to partition products by teams/users

We need more fonts on Email templates for one to one emails

Missing search box on owner properties

Disable/Enable HubSpot Insights for each field seperately

Create "template" forms that allow you to automatically edit fields of all forms cloned from it.

Merge companies & keep ALL URL variations

Dashboards and Reports - separate out permissions

Preview doesn't include sections below the "About this Object"

enhancement request: merging two contacts

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