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To clarify, we have a third-party account we manage on HubSpot along with our own internal accounts, the Account Management team manages both and although we have a filter to sperate, visibility is as you imagine a GDPR breach as you cannot split a team (our managers need to be in 2 teams)… we cannot send reports on meetings – calls - emails as all report data has no property filter available….. also we can not allow access to view their team data as it cannot be split by a property value. Hope this makes sense.   ... Afficher plus

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. ... Afficher plus

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. ... Afficher plus

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). ... Afficher plus

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.**     ... Afficher plus

It would be great if there could be more detailled permission settings for access to lists. For some users, I only want to give them a read access to all or even better only to certain lists. As of now it is only possible to completely close or grant access. So everyone who is able to see lists, is also able to delete them or change filter options etc. ... Afficher plus

It would be beneficial if multiple departments can collaborate on a single support ticket. This way multiple tickets do not need to be created for a single case issue.    Idea: If a single support ticket could host multiple pipelines and statuses and when one team creates a note, logs a call, sends an email, etc then everyone listed as a collaborator (or owner) of that ticket can view the activity. If the single ticket can host multiple pipelines and statuses then each department can follow their specific process and retain metrics for their worked tickets.    Essentially, having multiple owner lines so each department that is collaborating can own the ticket.  No matter what activity is done on the ticket all owners (or collaborators) have visibilty. So when one department resolves their portion of the case then the next department knows it's their turn.  This will help support agents know which department they are still waiting on for action in order for them to resolve the case.  Being able to see who is viewing that ticket live so multiple people aren't doing the same thing at the same time. ... Afficher plus

We need to see who is using the email add-on, as they may be unaware their private emails are being stored on a company CRM system, which would be a huge breach of privacy. As SuperAdmin I want to be able to inform these people to be careful, as they may have downloaded the Add-On with no prior engagement with an Admin or Super Admin. ... Afficher plus

Can an option be created to have a display name for agents who are responding to emails and chats? I noticed the Hubspot team only appears as a first name but in our account you have to put in at least one character in the last name field.  ... Afficher plus