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.       ... View more

Similar to the way CTA and forms work, the CSAT/NPS web survey and all feedback surveys should be available to show on external web pages. This would be tremendous for HubSpot so that Product Teams and Customer Success Teams could gauge satisfaction with certain product capabilities in-app, similar to an Appcues like tool. Especially for after new features are released, this would be helpful.   EX: we recently launched new canalytics capabilities. I want to capture how happy my customers are with the new capabilities by placing a web survey on the Analytics page our our app.    For us, it's ideal for this feedback to be captured in HubSpot as it is our primary system of record.  Please extend this functionality available in the Marketing Hub as a core part of HubSpot's offering over to the Service Hub Surveys! ... View more

I took advantage of the opportunity to use the future Tasks view early, and one thing that I would like to see added back in is the "Due this week" option in the filters, or even better, the opportunity to look at open tasks between a date range. I often used that to quickly see how many more tasks I had ahead knowing that the later half of my week was busy or to determine if I could take a long weekend. The new view does have the ability to filter and look at the next 7 days, but that bleeds into the next week if I'm looking on a Tuesday for example. If you did develop a Tasks view that would let you filter by date range, that would also be helpful for enabling reallocation of tasks that are scheduled during a time where the user will be unavailable in advance, determining what needs to be moved up and what can be pushed back. I know scrolling ahead in future tasks allows that, but to have the ability to refine to a date range would simplify things. ... View more

Hi All,   tl;dr Filtering by condition "[PROPERTY A] is none of [X]" ignores records where that field is blank. This is just plain inaccurate, and has been fixed and broken, recognized and ignored by turns for at least a year.   Explanation and Rant I am building a report on deals using the new report builder. Several of my filters use the language "[PROPERTY A] is none of [X]". These filters do NOT return all deals that fit these criteria because they ignore all deal records where [PROPERTY A] is not known. Support reps seem to be unaware of this bug, or even unwilling to consider it a bug at all.   To put this in simple terms, consider a test involving a line of bottles. Some have blue sand them, some have red sand, some have yellow, some are empty. If I ask you to show me all of the bottles that don't have red sand, and you don't include the empty bottles in your answer, YOU WOULD FAIL THE TEST.   Filters in HubSpot used to work correctly. Then, after an update (about a year ago if memory serves), they stopped including blank entries. Alarm bells went off for many of us as all of our reports suddenly showed vastly different data overnight. Calls were made to support and within a week, HubSpot had released a "fix", of sorts, where you had to specify with each filter whether you wanted to include blank values. Not fixed, obviously, as the filter itself had already specified, logically, whether blank values were to be included, but ok. Then that option went away as the issue was actually fixed. Fantastic! Now the issue is back. I spoke to support a month ago and my rep checked to see if there was any "chatter" from dev about it. Sure enough, there was a known issue. Great, HubSpot's on it. Now, a month later, I call back twice as the issue is persisting and neither support rep is familiar with this or even concerned that reports DON'T DISPLAY THE DATA THEY PURPORT TO DISPLAY, and when they check the chatter, there's no known issue. They also didn't seem super anxious to report this as an issue.   So this is me reporting it as an issue. A really, really big issue. I realize that everyone who reports something broken or missing holds it up as the most glaring, important, deal breaking, earth shattering issue imaginable. But in this case, it's kind of a big deal. ... View more

We are running up against a consistent issue where we want a specific list of people to use a organizational email address and we want to be able to lock that email into the primary email field.    Why? Issues arise when there is more than one address associated with their contact record. (i.e. Maybe before they joined us they where receving email at a gmail.com address) If they fill out a form with a secondary address, the primary and secondary are flipped in HubSpot. The same thing happens if an import with a secondary address is done from another one of our systems.  It appears to be a "system of record" issue that we are trying to solve organizationally, but we are not there yet.    Would love to be able to lock down primary email addresses in some cases.    I found this post that is similar to the issue we are experiencing.  https://community.hubspot.com/t5/Email-Marketing-Tool/Secondary-email-becomes-primary/m-p/415578 ... View more

We saw recently that the Email Builder has a section where editors can leave comments. This would be a fantastic feature to have on the Blog section as well. Our current process is to write the blog within the Hubspot blog so that we don't have to deal with formatting issues that can occur when copying over from say Word or other platforms.  Then, our team reads the preview and provides edits via email/chat etc. Having the ability to leave comments on the blog draft within Hubspot would help speed our process and keep everything together in one spot.  ... View more

I really wish that from the Campaign Performance view, at the top where it says Goal Conversion, you could click on the number that's displayed and it would give you the option to view the contacts who make for that number - throw me into contacts view (like you used to I think), or prompt me to make a list;  I just think its a nice shortcut from a user experience perspective.  ... View more

On the record page for a contact, we see their name, job title, and just below we see a row of very useful buttons: Note, Email, Call, Log, Task and Meet. This is a feature request to have the same buttons appear when we click on the preview button for a contact. I did a mockup — please see the second image below. Thank you,   Erik     ... View more

(1) As a manager, I need to see what each sales team member's task load is and how they manage it (e.g., overdue, queues being worked, etc.).  There is no filter for user in the  Today screen view.  I would like to see the summary view to see if I need to do a deep dive into the data.   (2) It would also be nice for a manager to be able to assign queues for users, especially for new sales staff still in training.   (3) Once you select a user, all filters should recognize that user when selecting a new filter.  The program changes to the default user when you select a new filter to view.  This is a time waste for managers.   (4) What happened to the ability to export tasks?     ... View more