Great minds think alike

afagan · ‎Jul 14, 2020

We have a custom property set up for our tickets called "secondary ticket owner" to allow multiple agents to be assigned to one ticket. We would like it so that the notifications settings gives you an option to notify an agent as they would a normal ticket when they are set as a secondary ticket owner. We are working to set up a workflow for this right now so that an agent will get notified internally when they are set as secondary ticket owner, but would like to give agents the option to turn off/change these notification preferences.

Shmaya · ‎Jul 14, 2020

Would really love to have this option! Would be great to be able to quickly see notes on deals without having to open the full details (which takes a few seconds).

TM1 · ‎Jul 14, 2020

How do I set "About This Contact" dropdown in left sidebar to default collapsed? As well as custom sections! Thanks!

joaoreynolds · ‎Jul 14, 2020

It would be great to have some simple markdown support in things like notes, events, meetings, calls, tasks, including comments. I'm thinking basic things like: Headers Horizontal Rules Bold/italic lists I know markdown for headers would conflict with the way snippets are included... But headers is what I'd use most. It would save a lot of time when writing formatted, more readable notes.

tannerm123 · ‎Jul 13, 2020

It would be nice to have some kind of loading bar or progress tracker for exporting data. This would be helpful to know whether the export will take minutes or hours so I can do other stuff while it loads.

rwong · ‎Jul 13, 2020

Hi team, creating an idea on behalf of a customer. At this time, if there are more than 5 file attachments under the Attachments section in the right panel of the contact (or any other) object record, only the first 5 files will be shown. Then, user would need to click "show more" to bring up more file attachments. This can be a lengthy process if there are many file attachments shared with the contact. As such, what would be useful is a "show all" option for all the associated file attachments to be shown - either in the Attachments card itself or in a pop-up modal for users to browse through (like in the file manager).

MattF · ‎Jul 13, 2020

Either through hovering over a deal or added to each tile, a view where reps and managers could add notes that would be easily visible through the overall view instead of navigating into the record for each deal. An in-practice example being: me, as a manager, can add notes to a Deal either by adding in the Board view or on the record itself, but most importantly being able to view them on the Board view. Keeping track of a rep/team's pipeline is difficult in itself without having notes as reminders, so this would help alleviate the back and forth of multiple windows being open to see a quick note of where you left off. Possibly even using the "pinned" feature as what to display in the hover over scenario.

Msyvrais · ‎Jul 13, 2020

Having a rich text, text box in the contact properties to add short notes to would be ideal for easily identifying some content in the text box - currently SF and HS sync do not support syncing notes with notes so making information easily accessible in the contact record in salesforce means using custom properties. Free text is a good work around but can get congested without headers/bold/italic/colours etc.

jdubois_SRFC · ‎Jul 13, 2020

Allow the ability to add property values to the these listed records on the right hand modules on a Company page for easy navigation. i.e. Job Title

esephton · ‎Jul 10, 2020

I'm using Hubspot as a Customer Success Manager and my biggest pain point is that once a deal is "won" then there is no longer an automatic association of engagements with the contact e.g. emails, marketing emails, intercom or zendesk interactions, up to the deal or company level. This means that there isn't a single view of the customer/account (we're B2B) and it's not possible to click on every contact to get a good idea of what's going on with recent engagements with the customer. This is something we could bring in a Customer Success tool to do however Hubspot is so close as it's got everything in there, it's just spread across the different levels of contact, deal and company. So in summary, I would love to be able to automate so that everything that happens with a contact is shown on the deal record (and possibly company record too)

Great minds think alike

Notification Preferences for Custom Property Updates: Multiple Ticket Owners

Option for notes to display in deal previews

"About This Contact" dropdown

Simple markdown support for timeline events

Loading Screen for Exports

"Show all" file attachments option on contact/company/deal/ticket records

Notes on Deal Board view

Rich Text - Text field within contact properties

Customize Associated Contacts Records on Right Hand Module on Company Page

Allow data to roll up automatically to Deal and Company record, even on won deal

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