クリエイティブな才能を開花させよう

If a company wants to use HubSpot as its system of record for CRM it needs to have the ability to be the repository of all documents related to its customers.  Contracts, NDAs, MOUs, SOWs, etc. etc. etc.   As it exists now, HubSpot's "attachment" feature (for Companies, Deals, Contacts, etc.) is not a fitting document repository.  At the very least, I need the ability to search for an Attachment by file name - which does not seem to be supported.  I spent so long today searching for an NDA - going to the Company record...continually hitting "Show More"...scanning the list of partial file names for NDA...eventually finding it at the Deal level (because it wasn't associated with the Company).   I can think of so many ways to improve HubSpot's Attachment feature, but for now I'm going to keep it to "as an account executive who needs to find a particular file associated with a Company, Deal, or Contact I want to be able to search for the file by its filename".   If you want some more ideas to improve (although there are several obvious ways) I would refer you to the 8 related ideas that have been submitted on this topic in the past 12 months:   7/25/22 - https://community.hubspot.com/t5/HubSpot-Ideas/Manage-errant-email-attachments-in-the-attachment-section-of-a/idi-p/670556 6/13/22 - https://community.hubspot.com/t5/HubSpot-Ideas/View-all-attachments-in-the-same-place/idi-p/648547 5/23/22 - https://community.hubspot.com/t5/HubSpot-Ideas/Be-able-to-explore-and-search-through-Deal-Attachments/idi-p/637352 5/16/22 - https://community.hubspot.com/t5/HubSpot-Ideas/Better-attachments-management/idi-p/633413 2/21/22 - https://community.hubspot.com/t5/HubSpot-Ideas/Attachments/idi-p/580428 2/16/22 - https://community.hubspot.com/t5/HubSpot-Ideas/Attachments-Section-Improvements/idi-p/577414 1/5/22 - https://community.hubspot.com/t5/HubSpot-Ideas/Make-attachments-searchable-and-suppress-irrelevant-attachments/idi-p/550302 12/6/21 - https://community.hubspot.com/t5/HubSpot-Ideas/Attachments-OVERHAUL/idi-p/537445   ...その他を表示

ADD FOLDER FILTER   Currently, when you send a one-to-one email, you can select Templates, and choose to filter the Templates by the Owner.   It would be very nice to have the option to filter by the Owner AND the Folder.   We are given folders to organize our Templates when creating them, but no access to the folders specifically when search within a Contact Page.   **Folders are accessible on the Mobile app, but not on the Desktop.       FIXED ORDER FOR TEMPLATES   We organize our Templates by name and want the most frequently used Templates in order.   We use numbers in the Template Name to achieve some order, however it's a very finicky system. As you can see, '10' comes after '1', skipping '2', '3', and '4' etc...   Please fix this... or better yet... Please give us the the option of arranging a FIXED order for the Templates we want to see listed here. ...その他を表示

When searching files, results only appear if the searched term/s are a whole word in the file name. For example, entering the term "glass" will show the file "Glass Cup" as a result, but not the file "I need glasses". It definitely should show every file that contains the searched terms, even if it's part of a larger term. ...その他を表示

Currently, the file preview makes very bad use of screen space:   It's hard to see anything in this window, even with small documents.   The value of having a "preview" per se is negated by the fact that still the entire file needs to be downloaded, so why not just display the file using the entire screen?     (at that point, the question comes up whether the UI elements are even needed or whether the file could just be downloaded and displayed with "Content-Disposition: inline") ...その他を表示

When you upload files to HubSpot via a landing page, email, social post, etc., the default File URL Visibility is "Public".   I wouldn't want every image (or PDF) I upload to be indexed by search engines.   Yes, we are now able to adjust this setting for HubSpot Files, but this is not scalable when you're uploading a dozen images to HubSpot a week.   I would like to see an option to set the default URL visibility of our uploads to "Public - no index" (or "Private"). ...その他を表示

It would be helpful to be able to add an attachment from the "Create [Object]" record form. Currently, when creating an object record (i.e. a ticket), users must create the object record, go into the new record, and then attach the file. It would streamline the process and save time to be able to attach the file during the initial record creation step.   I see that there are already enhancements being made to the functionality of attachments (see the thread linked below). Perhaps this could be a part of that.  HubSpot Community - Attachments Section Improvements - HubSpot Community ...その他を表示

I have uploaded several similar files for my sales team, and added them all to a named FOLDER for easy reference/access. It would be great to be able to access the URL for the entire FOLDER (not just the individual files) and share the folder domain with my team ...その他を表示

Hello, we are new to Hubspot, for our working process it would be nice to have a possibility to search through hubspot based on the filename of object / attachment. E.G. the attachment is invoice, that have the specific filename, and we would like to search the attachment - and see the deal, which is connected to; or... searching the files with filename - after showing the file properties - we can see the deal connected to this file.    thanks ...その他を表示

For folks that are migrating from another web hosting company to hubspot, we wanted a way to omit the "hubfs" from the file name.   For example, currently after you upload an image into a folder, you get the following file URL: https://yoursite.com/hubfs/yourfilename.png   We would like it to actually be "https://yoursite.com/yourfilename.png".   This way, we can simply upload our files from our current hosting company into hubspot and not have to modify any of our current links.   In addition, people who are ocd like me can have a more clean and easier way to find files.   Thanks! ...その他を表示