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Hello! I work for HubSpot's Customer Support department. I am working with HubSpot user Stephanie, and she has a great idea for a new feature for record customization! Currently, when a default view is updated, it does not automatically update these changes for all individual users. Let's use the "About this company" card as an example. Instead, users must individually navigate to a company record, look at the "About this company" card, and then press Actions > Customize Properties > Reset to system defaults. The feature request is to add a setting that allows changes made to the default view to update the view for all users in the portal, without them having to manually do so themselves. I know this would really help Stephanie in her use case, and I am sure there are many other users who want this feature! (see related community post). Thank you! ... Afficher plus

We need to configure user permissions in HubSpot. Specifically, I want to set up the following rule: If the Company Owner is X, then Y should be able to view the company but not create a Deal for it. ... Afficher plus

Similar to workflow tree structure.  It would be great if the teams functionality was displayed like this away from the folder like approach it currently is.  ... Afficher plus

Currently within users profile you can add their Job Titles which can then be used as personalisation tokes in emails etc.    However it would be great for those users who are contact owners to also have the ability to add their bio in their profile which can then be oulled forward into marketing emails or alnding pages based on a contacts owner. This can then be self managed individually and easier to pull through using tokens. ... Afficher plus

I am rather surprised this doesn't already exist, but I've confirmed with HubSpot support that it does not and they sent me here.    We are a Partner Agency and use Partner Admin access with our clients. When I need to add additional employee access to a client account, I do so through Partner > Client Access Manager. I am presented with the following list of permissions (below). However, I can't find a list of these permission sets anywhere to actually see which gives access to what features.    They said my only option was to update permissions and log in as the user and see what they had access to. lol. Seriously.    I'd like a list that shows "Developer" and all of the access they have, for example.    If you know of where this exists in the wild, I would love to see it!    Full list of permission sets in Client Access Manager:  Service manager Sales rep View only Partner admin Content marketer Standard user Marketing manager Sales manager Content Hub developer Developer Service rep ... Afficher plus

Deal splits should have their own permission set - a user shouldn't need the ability to delete a deal to remove a deal split.      ... Afficher plus

  The ability to create custom-configured association cards for all object types (including Orders, Quotes, etc.) would greatly increase the functionality and flexibility of the object record pages and object preview sidebars. This functionality was temporarily available (as a bug) in the now-defunct Card Library.     Who: all users   Goal/Value: greater visability into object record associations   ... Afficher plus

Olá,  Minha sugestão é uma melhoria na parte de usuários.   Seria interessante conseguirmos além de comparar os acessos també clonar o acesse de um usuário a outro. Essa opção hoje só existe para clonar o acesso de um usuário que está ativo para outro que irá ser liberado. A sugestão é que essa mesma funcionalidade tambpem exista para usuários já ativos. ... Afficher plus

When creating deals and tickets, we have the option to: Add timeline activity from [Contact] to this ticket Add timeline activity from [Company] to this ticket   We do not want these options.   These check boxes have been accidentally selected when creating tickets, which causing correspodence to mix between tickets, tickets to reopen unexpectedly due to replies on other issues. We have directed our team to never use this feature, but it has been selected by mistake.   Please allow us to remove this feature entirely or at least allow us to permission-gate who can use it. ... Afficher plus