Gute Ideen sollten geteilt werden

Strand · ‎Apr 12, 2021

I couldn't find anyone else posting this. It would be great for us if we could set primary and additional roles, like we do with teams. We have many users who would need access based on multiple roles that they have, and this would make it a lot easier to maintain, than having individual permissions, or a lot of extra "hybrid" roles.

CH44 · ‎Apr 8, 2021

Export account activity history reports: It would be helpful to be be able to export account activity history for a user for their entire time as a user, or for at least a year at minimum. This information is helpful when doing reviews, audits, and managing employee issues which often don't come up within the 90 days currently stored.

JWestbrook · ‎Apr 1, 2021

I have two separate teams who create contacts in our hubspot account. When person from Team A creates a contact and wants to assign ownership to another person on Team A, there should be a way to hide people on Team B.

AlvarodeJose · ‎Mär 30, 2021

Buenos días, Propongo una idea de mejora, sobre la gestión de los duplicados en HubSpot. Ahora mismo, únicamente quien tenga permisos de edición sobre todos los contactos y compañías tiene la función de gestionar duplicados habilitada. En el caso de que uses HubSpot para varios equipos, limitando el acceso al CRM en función de esos equipos y qué contactos estén asignados para cada equipo, la opción de gestionar duplicados aparecerá desabilitada, impidiendo que cada equipo pueda gestionarlo. Únicamente para aquellos roles con acceso total será posible, dificultando enormemente la tarea y corriendo el riesgo, si se habilitan permisos, de grandes interferencias entre equipos. La solución que propongo es habilitar la gestión de duplicados tal y como está ahora, para aquellos roles con permiso de edición, pero teniendo en consideración el team/equipo al que pertenece cada usuario, de tal forma que pudieran gestionar sus propios duplicados. Espero que sirva de inspiración y punto de mejora, y pronto podamos ver la herramienta mejorada. Un saludo, Álvaro

vxydias · ‎Mär 16, 2021

Very simple enhancement that can save time. Please add my Hubspot account rep contact details. I always have to search my outlook inbox to find who my rep is. Luckly I dont them often but would be great if it always updated on your end by adding that to my profile details

Anonymous · ‎Mär 10, 2021

It would be really nice if the Users & Teams function could differentiate between internal users and agency partner users. We have an issue with similar names between our team and agency team members that causes mixups with mentions on contact records. Even if we uncheck all of the contact, CRM and object permissions, they still have basic permissions for contacts and appear in the list of people to mention. I know that different agency partners serve different purposes and this use case might not apply to everyone, but if they could be classified separately it would really help.

JessicaYoung · ‎Mär 8, 2021

A function that gives you the ability to set up customised user permissions/visibility for certain team members, so that some properties can be seen and others cannot. Eg, a team member would be able to view the name and company name, but they cannot view the individual's email address or phone number. The user would instead see 07********* or *******@gmail.com for privacy reasons.

Bob2245 · ‎Mär 8, 2021

Hi, I'd like to propose adding another level of CRM Object Access in User & Teams management. Right now, I can control who can View, Edit and Communicate with objects. Preferably, there's also a separate category: Create. Right now, that's tied to Edit. If I turn off Edit, I can't create any objects, but I can't edit them either. In my use case, I have object data being imported via API. That data is created elsewhere, and Sales Reps working in Hubspot should not be able to add or remove it. They should however be able to edit record properties like the final sales price. Right now, this distinction can't be made. A mockup of my suggestion:

DinDjarin · ‎Mär 1, 2021

It would be useful to have the option to assign maker-checker functionality to specified property fields. Having used HubSpot and seeing how easy it can be to change data this is a useful measure against operational risk.

danax · ‎Feb 24, 2021

When you login to Hubspot, the top right corner shows the account name, not the username. There is nothing identifying to indicate who is logged in - and this can create an issue when people from the same company are accessing Hubspot from the same computer. The easiest way to fix this would be to show the name and email of the person logged in somewhere at the top of the screen. What would be even better, would be to allow users to customize skins for their own viewing experience. Aside from personalization, this would allow people to easily identify their set-up when logging into the app on a shared computer.

Gute Ideen sollten geteilt werden

Additional Roles on HubSpot Users

Export account activity history for 1 year+

Block visibility by teams - make more sophisticated

Mejorar la gestión de duplicados en función del equipo asignado (particiones)

Add my Hubspot Account Manager contact details to my Profile Screen

Agency Partner User Type

Customised Admin Permission/Visibility

Separate CRM Object Access into Create and Edit

Maker-checker functionality

Login & Color Customization

Vor Kurzem umgesetzt

Vor Kurzem in der Beta-Version