Great minds think alike

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     ...read more

Hello everyone! I would like to propose something about the quotes.   When today i have downloaded all the quotes i genereted in this period, i have discovered i need to open all the files to understand to which contact is the quote.  This is because the file's name is a casual number genereted during the downloading, and not the contact id or the company id number.   So, this is a big problem for me cause i need to check 1.300!   Please, check my comment and please introduce this change. I think it will help a lot of people in the community!       ...read more

It would be really useful to connect Facebook 'appointments' feature to Hubspot meetings. This way, there can be an increase in the number of bookings.  Currently, Hubspot meetings only syncs with Google calendar and Outlook.  ...read more

In the Conversation Inbox, there are set file types that can be attached, even when uploading them. This makes no sense. We are a software company where we send "license files" and customer configurations (think of ini files) to our clients. Most all of the reservice requests we get involve one of these two tsks. Because the file formats are specific to our application. We cannot send these via the conversations Inbox. We can reply to a ticket however, but this is now contrary to the idea of how an inbox functions in a team enviroment.  These attachments are mostly text files, or non-executable bianary files. So it isn't a security concern. It just seems like an artificial limitation. I can see blocking .exe or .pst files. However you allow .mov files and .wav files which from a security standpoint are much more common to include malware.  ...read more

When I click on a "company" normally I have 3 columns that come up but I was always able to collapse the right side column with the "Contacts" "Deals" "Tickets", ect in it.  Today the page changed and it looks different, the phone number is under the company name (Which is fine) but the right hand column no longer can be "minimized" to make my notes bigger.  This is a nightmare.  The page is way to cluttered now.  At least when you could minimize the right column, you had a choice to keep everything on one page so it is all at your fingertips, but not being able to collapse it and have the notes open wide to see your information is very frustrating.  It is hard to read the notes,  You have to keep scrolling and clicking on the note to see what is in it.   There is no longer a quick "Pin" note icon at the top, I am having to click all over the place to see things and its adding extra steps all over.  This is not making anything easier.  It is SO much more cluttered when it does not have to be.  Give the collapse column back at the very least.   ...read more

The ability to clone a quote so it can be used again is great, however it gives the same quote ID to the clone, can this be changed?     ...read more

Hi,   The conversation inboxes are displayed in a different order, in different places, as follows: - in settings page they are displayed in alphabetical order, while - in conversations page, as well as the mobile app, they are displayed in the order they have been created.   I made 2 new test inboxes to see what I am talking about (see the screenshot below).     So I think I think it would be logical to have them sorted alphabetically everywhere (by default).   This helps a lot because if you work with many inboxes and want a particular ordering, you could just rename them in a way that would affect the display order (e.g. using prefixes like 1-, 2- , 3- etc).   A similar issue is with the snippets too. When you create the snippets you have to option to see them ordered alphabetically but when you acces them from the email window, you see them ordered alphabetically but in a reversed way. See below:       So I would suggest that the display order should be alphabetically and in the right order, in this case too. For those who are fine or prefer the "creation date order" the dev team could add a combobox button in settings, where the user is able to select weather he want the inbox/snippets to be ordered by creation date or alphabetically.   Thx for you attention with this matter. ...read more

When linking to an article, some of the posts do not have images that auto-populate. This makes me want to add in a photo because we all know text-only posts don't perform as well. Once you add in your own photo, you can not link it to the article and have to depend on the text link. Wish we could link the photo or be able to replace the auto-populated image. ...read more

I use FreeAgent for my account software. It would be great to get the same functionality set up as the two follow accounting marketplace integrations into HubSpot.    https://www.freeagent.com/   Xero https://app.hubspot.com/ecosystem/20053466/marketplace/apps/finance/accounting/xero   QuickBooks  https://app.hubspot.com/ecosystem/20053466/marketplace/apps/finance/accounting/quickbooks-online ...read more