クリエイティブな才能を開花させよう

It would be really useful to be able to add an extra property to the associations, such as 'Account number' or any other property.   Why this is very useful: because some teams do not use the entity name for their work tasks, instead they would use other properties, for example, 'account number'. So if we mention our team colleague in a note, advising them that the accounts associated to the note can proceed to the next stage, they will have to dig in and find what their account number is. This leaves the door open for mistakes (when entity names are too similar) and it slows the process down. ...その他を表示

Sarebbe utile e più intuitivo poter personalizzare l'indice o renderlo colorato come nell'immagine esempio, rispetto a ciò che permette di fare ora con semplici numeri bianchi e insignificanti ...その他を表示

We need the possibility to list the association labels in a list / report between two related objects. For example we have contacts and companies connected with associations and different association labels. Right at the moment, I can create a table report with these related objects. I can filter the relations by labels. If I filter the associations, I can list the label name. But I want all related objects and a column with a (comma) separated list of the label names witch are on each relation. This is a short description of the problem.   The following description is a copy of the question in the community. Our setup has one associated object on top. This is a custom object related to contacts (and a company). This custom object is called Gremium (committee). The object has a property Name. The association to the contacts has a label called 'Präsident' and 'Vizepräsident' (president | vice president). All normal members has no labels on the association, only two people has a label. What I really want to have ist a list of all committees with all presidents / vice presidents and members with the 'function' (label name).   DataSource:     At first, I didn't configure any labels in the data source. Then I created the table report with one filter: name of the committee has to be known. Othewise I get all contacts with or without relation to a committee. Like this, I get no field association label.     Then I reconfigured the data source:   Then I get a field association label:   And at the end I reconfigured the data source again:   Now I see only the related contacts with the selected labels   This time with the name of the label. But all other related contacts are missing...   I hope, this describes my problem of my new idea. Thanks   ...その他を表示

The product object page should operate like the contact object page showing property association history etc, but it does not.   Use case: I am testing product integrations and can't tell which product properties are updated by which integration. It only shows which integration created the product. ...その他を表示

I am travelling a fair bit for work and jump between time zones.   Example: I am in the CET timezone and will travel to the PST timezone from 05/01/24 <> 05/09/24. I would like to block out my travel days or, even better, change my available times to the time zone I will be in during that period.    Hubspot provides me the possibility to add one customised meeting schedule, but that prevents people from booking me when I return = delay in sales = delay in revenue - y'll get me ...その他を表示

Hi everyone, I'm currently facing a challenge in managing communications with Co-Selling Partners in HubSpot. Our process involves associating these partners with multiple deals and companies. However, the system automatically syncs all conversations across these associations, which clutters the deals/companies with irrelevant information from other interactions. Problem Description: When I add a Co-Selling Partner as a contact to any deal or company, the system automatically syncs every conversation related to that contact across all associated deals/companies. This results in a lot of unnecessary and confusing information being shared where it's not relevant. I tried creating a new property at the contact level hoping to use it to deactivate the syncs via a workflow for contacts with this property enabled. Unfortunately, it seems that deactivating syncs this way isn’t possible. Proposed Solution: I believe a helpful feature would be the ability to manually deactivate the default syncing function for selected contacts. Specifically, it should allow: Adding a contact to multiple deals/companies without syncing their communication to those deals/companies. Maintaining visibility of all associations at the contact level to facilitate reporting, without the automatic sharing of communication. This feature would greatly enhance our ability to manage communications with Co-Selling Partners effectively, keeping all associated records clean and relevant. Has anyone else encountered this issue or found a workaround? Alternatively, if anyone from the CRM development team is around, could this feature be considered for future updates? Looking forward to your insights and suggestions. Thanks! ...その他を表示

We use custom project numbering for all Deals when they become projects (meaning we have a signed quote and are moving forward with the project). The project numbers become a part of the Deal Title and the Ticket Title (where our engineers manage their work). However, we need to also be able to use the project number with our invoices, but there is no way to use the current settings to create the correct invoice number from our standpoint. For instance, the project title "240101 Smith 123 Main St NY NY" is used in our cloud archives, our Deal Title and the Ticket Title (as well as any documentation that we generate for the project). We would like the invoice to also have the number 240101. If we have multiple invoices for the same project, then the numbers would be 240101-1, 240101-2. Multiple invoices are finalized at different times based on the completion of deliverables, so the current sequential numbering system doesn't work for us, as we can begin other projects before finalizing the next invoice for 240101 (using our example number). Being able to simply enter an invoice number at the time of finalizing an invoice would solve the problem for us. ...その他を表示

Hoje não é possível colocar campos que foram criados dentro da tabela de itens de linha no orçamento. É possível colocar na elaboração, mas não conseguimos colocar ele para aparecer no orçamento que enviamos ao cliente. Como temos algumas especificidades do nosso serviço, algumas informações de produto não são nativas do Hubspot e temos que criar campos personalizados que precisam ser visualizados pelo cliente. ...その他を表示

From the index view on any object type, we can check boxes to select multiple records and a Bulk Actions menu appears:   Please add the ability to "Bulk Associate" records to this menu.   This should honor the association settings and limits defined on the object settings. For example, if Ticket associations are not enabled, the option to associate a Ticket record won't appear.    Or if there is a finite number of maximum associated records, it would prevent the user from exceeding it via the Bulk Associate action.   It would be even better to set Association Labels in this same manner or remove associations entirely.     ...その他を表示