Great minds think alike

Would be nice for Super Admins to be able to edit and save any existing view, regardless of the owner/creator.  You can only edit the views that are "Created by me".   For example if one Super Admin creates a "default" view for users, and it needs to be modified/updated, no other Super Admin can edit that View.  They have to do a clone and save it as a new View.    Yes, you can clone the original which preserves the sharing, but if that View was bookmarked by any users, that bookmark is now broken.  Same if the URL to the View was provided via email.   The ability to also change the "Manage Sharing" on existing views would be helpful also.   Additionally, the "Created by others" list doesn't show who created the View, so no way to contact the owner to ask them to make a change.   *Also, there is no good corresponding "Label" for the idea category for Views. ...read more

Custom Owner Propierties work well for Users and Permissions; when assigning the following permissions to a user [See Contacts > Team only], HubSpot takes into account users from HubSpot User Property + User Custom Properties.    However, it doesn't work well when trying to filter a list or a report by Owner or Team properties; some examples:    1. When trying to filter contacts by Owner, it's only taking into account official HubSpot owners and no owners from custom owner properties.  2. When trying to filter contacts by Team, it's only taking into account official HubSpot owners and no owners from custom owner properties.  3. When trying to filter dashboards or reports by Team, it's only taking into account official HubSpot owners and no owners from custom owner properties.    I th would be great if Team/Owner filters take into account users from custom properties. Custom user properties are essential for big companies that share customers between Business Units (same Contact/Company, different owners).   ...read more

When we create quotes necessarily the personal email address is connected to the quote. However, we favor team email addresses, and if we manually change the email the profile picture will get lost which doesn't look nice.   We seek to create offerings featuring team@company.com including a personal profile picture rather then employee@company.com, as inquiries to thes addresses will most probably never be answered. ...read more

Love the ability to customize association cards but would really love to be able to have the option of customizing them by Team. Same goes for deal properties shown in the board view. I imagine this would function similar to the "Team properties sidebars" and how it works differently than the default side bar. I expect this feature would be included in any package level that gave you Teams functionality. ...read more

Currently there is no way as a HubSpot client, or by HubSpot themselves (via Support) to do a user export which includes the two filters that are on the User & Teams settings screen: Permission Set & Status. These two fields are there as filters in settings, because they are the most useful filters to have, so it equally makes sense that they'd be needed for export too. Super Admins should be able to export this list with these two extra columns in it. The current available data for user export includes: User ID First name Last name Email address Last login date Assigned teams Assigned role Permissions My use case, is I want to take the full list of users and conduct an audit of them, going out to teams to clarify who does/doesn't need access and what level of access everyone needs - I'll also do some general clean up with first/last names, and team & role updates. These two fields I'm requesting would make the former task far eaiser, but can't be exported. So, I'll have to manually note down hundreds of times from HubSpot to excel to record it. To pre-empt the suggestion I could use Permissions, the Permissions (not Permission Set) is a very long string of permissions text and not user friendly to work with teams to determine permissions. Thanks Ryan ...read more

Hi    The current export permission simply provide on/off functionality, you can either export everything or nothing.    It would be great to break this into more granular levels such as    - by object (including individual custom objects)  - by level i.e. can export all records / can export filtered records etc.    This would be a feature that many security teams would be pleased with, it allows us to restrict access in line with other business systems. Currently everything needs access to everything when most user just need reports or some need contacts etc.   Hoping this gets looked at!   Thanks ...read more

Who is this feature for? Everybody who wants to control the visibility of sensitive data in the activity feed (like not to share data between departments or when setting up business units and the units have shared contacts).   What is the goal? At the moment you cannot control who has access to all the sensitive data visible in the activity feed: if someone owns the contact or has "everything" or "teams only" contact object permission, that user will be able to see the activity feed. There is no way to distinguish between what is displayed there (and I don´t mean view filtering here). You wouldn't want emails or meeting logs with confidential data being able to be seen by members of other teams.   What value will this add?   It would give a crucial security layer to all those cases when a contact has to be shared but data should be displayed restricted.   Examples for the solution: There is now a new beta feature that adds Notes to the permissions and accessibilit can be set.  Also the associated elements on the right side of a contact record can be customized based on the needs.   Activity feed should have the same visibility control as well! ...read more

If a e.g. support rep works with 3 inboxes, country A, B and C, we want that any outgoing email of inbox country A will be email domain A and not B etc. It often happens, that DACH inquiries will be answered by UK mail and vice versa. There neither isn't any double check process "what is the send-email-address?", it just goes to easy making mistakes there. ...read more

Hello everyone, we are relative new to Hubspot, and we came from another CRMs software that are more "restricted" in allowing users to delete information. We know there is the option in Hubspot to restrict user permission to delete objects, like tickets, contacts or deals. However this is only a part of the equation, because they can still delete everything there is inside each object.   So far, we have tried 2 scenarios:   1) Make all users "View Only" - This scenario almost solved the problem for us, because with View Only permissions, a user cannot delete any "e-mail, note, os calls" inside the object. The only issue with that scenario is that is not possible to change the object status, like a ticket status for example, move through the pipeline, etc. So we had to throw away this idea.   2) Set all users to Edit only those objects they own. Is this case there is some level of security, because if a user own a ticket he can move through the pipeline, and other users cannot delete any information inside. However it's still possible for the owner to manipulate the recorded information inside, like, deleting e-mails, notes or calls. This is the scenario we are using, however not ideal for the standards of security we are used to in our company.   So, what we would like to see as a feature: a check-box with "Allow users to delete activities and communications". That would solve everything.   So far we have seen this idea have been requested several times by users: https://community.hubspot.com/t5/CRM/Is-there-a-way-to-prevent-my-sales-reps-from-deleting-notes-and/m-p/441910 https://community.hubspot.com/t5/HubSpot-Ideas/Colleagues-deleting-contacts-tasks-notes-etc/idc-p/440465 https://community.hubspot.com/t5/HubSpot-Ideas/Prevent-users-to-delete-activities/idc-p/440464 ...read more