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rraven · ‎mai 23, 2022

TLDR: I want my support manager to be able to update lists I create. More details: The list views feature is incredibly important for many teams, especially Support. We created list veiws that effectively serve as "queues" for teams to work through. The problem? Only the creators can ever edit them. I know that there is a "Copy" Feature, but often times we want to update the lists that exist for the team all at once. We've added new fields, found a way of working, etc. If the original creator isn't available or just doesn't have bandwidth, this becomes an onerous process to roll out "duplicated" views to the team. This leads to confusion, time issues, and lack of compliance as team members get frustrated and create their own views which then spiral completley out of control.

Fernando · ‎mai 20, 2022

I want users to be able to enroll contacts in workflows, but I dont want them to do any more than that.

SamuelBanks · ‎mai 17, 2022

Hey HubSpot We love the use of Conditional Sidebars in HubSpot, however, when we input data into a field that triggers a conditional segment/view - we need to remember to refresh for the segment to show. Whilst not ideal, this is okay, but our main concern is more for end-users who are not aware of the conditional logic in place so may miss the new section that shows after refresh / requires information to be inputted. Can this be made, that upon save, HubSpot auto-refreshes? Thank you Sam

STrotter · ‎mai 13, 2022

There is a way to keep users from bulk deleting contacts, but I do not see a way to limit the ability for users to bulk edit. For instance, we use a "drop down menu" selection with a list of tags/keywords. We do this because I cannot find a tag function anywhere, but that is for another post:). It is a viable workaround for us. The issue is, if you bulk edit, and choose "replace" instead of "append" value, then all of the other tags dissapear. I am sure there are other reasons for wanting to restrict it, but this is ours. Thanks for listening.

Amy_Brierley · ‎mai 13, 2022

I would love to give sales managers access to create templates for their team, however i don't want to give them super admin permissions for our whole account! Please amend the permissions functionality to allow this.

michaelpalmer · ‎mai 11, 2022

Our sales admin needed to set up a meeting for a sales team member but they can't. They need user with super admin access. So now only the very top access has to create a calendar for the team member. This is a bottle neck and Friction. Please add this to role setting so that in the future I can grant this capability to our Admin team and not give out the power to delete the app.

SamuelBanks · ‎mai 10, 2022

Hey HubSpot It would be great to build out the functionality of "secondary teams" in HubSpot. Currently, HubSpot really only uses the Primary team for most tools and fields that reference it i.e. a) If a Sidebar is assigned to a team and that user has two sidebars assigned to them (1x Primary and 1x Secondary) it will only showcase the primary team's sidebar. b) If a contact/deal/ticket is owned by a user, it will only reference the "Primary Team" as the value of that user, it won't reference their secondary team too. It would be good to build out the purpose of "secondary teams" beyond just a user structuring perspective in HubSpot. The ability to have a contact owned by two team values, or combining the sidebars assigned into a joint one. Hoping this gains traction, Sam

LMcCormack2 · ‎mai 9, 2022

There is no ability to filter a list of users that are active. Over the years, many users have been deactivated and it would be ideal to have a filter options that removes deactivated, uninvited & pending to easily monitor login activity without all the noise of inactive users. How is this not a thing? 🙂

Jnix284 · ‎mai 7, 2022

who: theme customers, especially those with more than one child theme what: ease of use, ensure correct theme is used, limit theme to specific users value: more control, less guessing Allow admin to set permission access to specific themes for users/teams and/or determine a global default theme. (ex: only child theme is accessible to marketers) (ex: child theme A is accessible to team 1, child theme B is accessible to team 2) Most customers running their website with a theme from the marketplace use a child theme. Once the child theme is setup, the parent theme doesn't really need to be accessible from the theme choices. Also, customers who have a current theme and are working to develop a new theme, may not want users to access the new theme until it is launched. Ideally this would also eliminate the issue with duplicate system, blog, and email templates from appearing in the dropdown list (only those of the active theme should be in the list).

BMarney · ‎mai 5, 2022

A individual producer's ability to maintain data integrity appears questionable at best and is highlighted during the import process. Here are a few of the issues I'm running into with HubSpot Imports & Data that I haven't had with other softwares. 1. I can import a list of contacts and if some of them are assigned to another 'contact owner', I am not notified during the import process what contacts failed to import. 1A. I am being told that in HubSpot this isn't actually counted as a failure, but rather on the contacts who were already assigned to another owner, the other fields updated, just not the contact owner. So essentially, I could have just changed all the information for a contact that I don't even own. Furthermore, the contact owner who just had the information on one of their contacts changed, has no idea. **If one item in the row fails, then the whole row should fail and be reviewed. If data is owned by a contact owner for the purposes of selling directly to that individual, they should have control of the information or be informed when information is adjusted** 2. There is no ability to check for conflicts before importing except manually comparing line by line to the system list of contacts. **Many softwares have the ability to run a test import before submitting the final import. A conflict report is provided after the test is ran.** 3. Contact owners are not notified when ownership changes. **ownership can change for many reasons - admin change, user change, toggles such as "auto assign to company owner" change - but the person who enters the contact is not notified. They also aren't notified if the contact is already in the system. It just dissappears.**

Les grands esprits se rencontrent

Permission to adjust other people's list views

Permission to enroll in workflow without edit permission

Conditional Sidebars Refresh On Save

Restrict users from bulk editing contacts or companies

Account Access - Create and edit customized quote templates

Creating Calendars for Team Members should be a setting in roles. NOT Super Admin Access Only

Improved Functionality for Primary & Secondary Teams

Active (only) User List Option

set website theme at user level / limit theme access

Import Reporting & Data Integrity

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