Gute Ideen sollten geteilt werden

Currently, I don't like how there is no way to restrict users from adding a new custom view to an index page. . .     This results in the following problems at the enterprise level:  1) Lot's of duplicate views  2) Inconsistent columns / properties included 3) Innacurate filtering 4) Having to log in every account to remove a view just to delete/archive an old property.   In a perfect world, it would be awesome if we could set permissions up so that the team lead is the only person able to add custom views.    Thus non-managers need to run their requests through them or the admin. Standardizing would greatly improve their experience with views.  ... Mehr anzeigen

It would be nice to clone permission set instead of starting all over again for a new one ... Mehr anzeigen

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. ... Mehr anzeigen

Hello team HubSpot, We're using the Azure SSO and users are having issues with the sign in. To give you a background, we somehow have four HubSpot Enterprise applications registered under Azure. This isn’t the the best practice and I want to get rid of this. I enabled SSO on one of the app and decided to disable other three apps. As a result some of the users got effected and faced issues doing sign in and disconnection of inbox and calendar. My concern is could please link all hubspot services to the one app where we are using SSO and unassociated all the other apps . ... Mehr anzeigen

I am trying to give access to a team to view live chats that come through our "reservations" inbox but I don't want them to be able to reply or be "active" in these chats. There is currently no option for a normal user to have access to what has happened in this inbox but not be able to reply to it. We do still need this person to be able to reply in other inboxes. ... Mehr anzeigen

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).   ... Mehr anzeigen

Hello   Currently snippets are visible to everyone who accesses HubSpot.  We need an ability to mark them private or only share with the team.    Thanks Arun Iyer ... Mehr anzeigen

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 ... Mehr anzeigen

When Sales Reps choose to add a countersigner to a quote, the option is a picklist of HubSpot users. However, that list includes deactivated users. Two ideas to resolve: option of assigning a default counter signer, per pipeline, so that if a countersigner is necessary, the Sales Rep does not need to think about where it should go.  Make "Deal countersigner" part of role permissions so at least the list to choose from are people that should actually be a countersigner   Additionally, if neither of the two options work, deactivated users should never be available as an option to choose in a quote once they are no longer active.  ... Mehr anzeigen