We need to be able to limit access to the file area in a contact record for certain users. We want to be able to upload contracts, but yet, don't want everybody with a Hubspot login to view those documents. We also don't want to limit those people to only view contacts they own as we need our admin person to access info for the contact... just not the contract. Being able to adjust user permissions specific to the file area would be a big benefit.
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It would be great if Google Doc format (.gdoc) was a recognizable format by HubSpot, both in Sales>Documents and in the Attachment Property for Company/Contact/Deal Records. When uploaded now they are converted to a .docx (Word file) and this forces a download which is not practical at all. An attached Google doc would then just open in a new browser window. Uploading a .gdoc link to attachments would be a way to accomplish this. Our work around is just to post our link to a pinned note at the top of the deal record for the time being.
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Currently, a video embedded natively via HubSpot on a landing page will have its quality set to 'auto'. Despite having a bunch of quality options available via the seetings in the player. For certain types of video, in my case screen casts, anything less than HD is pretty useless. So it would be great to be able to force the quality settings to be whatever you want it to be (even if that means a bit of lag in playing the video).
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Add a feature that allows users to shortcut to the folder where a file(s) is stored. This feature exists on tools like Google Drive. Like many HubSpot users, I organize my files by multiple levels of folders. It can often be daunting for users to add files to a specific folder within unorganized File Managers, or File Managers that are especially organized with multiple levels of folders. Currently, to add a file in a specific location, there are three ways to do this. 1. Add the file to the File Manager home, then Move the file. 2. Navigate to the correct folder in the File Manager, then drag & drop the file into the folder. 3. [For when you don't remember where the correct folder is located] Search for a file that exists within the desired folder, open the link, identify the URL address, then travel level by level through the folders to find the file, then drag & drop the file into the folder. All three of these methods cannot bypass the fact that level-by-level folder navigation is required. It would improve the customer experience for both users and admins if a "go to folder" shortcut were added in the File Manager.
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Much like the way Dropbox allows you to have a local folder on your Finder / File Explorer on your computer, it would be nice if there was a "Hubspot File Manager" folder where I could selectively sync specific folders and easily navigate subfolders to quickly upload content to Hubspot that then syncs in the background without needing to navigate to and solely use the web base file manager. This way i could add it to my favorites in Finder to easily use that as my working files folder to save project files to.
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I like to force the user's download-manager to start a download for .PDF instead of showing the .PDF in a new window/tab. Any ideas? I used this HTML <a href="content/file.pdf" download > pdf link </a> <a href="content/file.doc" download > doc link </a> I also used the download file option in the email hyperlink but it opens up a browser instead of downloading the PDF. The reason we like to have the downloaded PDF is because we want the presentation PDF to show pop ups rather than go to new tabs or links.
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It would be useful to have the ability to clone folders within the File Manager. For example, we have repeating projects which require the same folder structure for file organisation. It would be handy to be able to clone a template parent folder, rather than create the structure from scratch each time.
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As with any content management system, file organization is paramount. With a growing number of people having upload rights in our portal, and teams beyond marketing gaining access (sales, customer service, etc.), we need to have a way to track down who "owns" files. When a file is uploaded, we need to be able to identify who did so. When duplicate files appear, we need to know who to contact to reconcile the files and eliminate duplicates. When files are named or filed incorrectly, we need to know who to speak with to change the behavior. When a file is replaced, we need to be able to identify who took that action. As far as I can conceptualize, the easiest way to do this is to add a "Last Modified By" column to the file manager. All file management systems have this, so it would make sense for HubSpot to do the same.
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If you are looking for the best software to merge multiple PST files into a single file, then SysTools PST Merge Tool is the best utility for it. The tool offers multiple options like Join PST files, Merge PST Files and Merge Outlook contacts. It is compatible with all latest versions of Outlook including Outlook 2019, 2016, 2013, 2010, etc. The tool also supports to split PST file size in MB/GB, you can choose the size according to your needs.
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Although we can see how the file is being used when clicking individual files, it would be handy to show as a column on the File Manager how many 'things' use the file. For easier sorting and cleaning up of unused files.
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