Gute Ideen sollten geteilt werden

Today you can give access to Dashboard and reports, but I would like to split this to two. So I can give our reps possibilities to create a report but not a dashboard as we have a limitation on numbers of dashboards. ... Mehr anzeigen

Our sales team does not have access to export contact records, but they do need the ability to export reports. The current permission is all or none, so now we (marketing admins) have to pull the reports and send it to them. It would be great to modularize these permissions. ... Mehr anzeigen

We have numerous people in our organization that refer back to our emails which are very rich in content.  It used to be that we could share a preview link to the emails so people could refer back to them.   With Hubspot's security update we can't share our emails with our team members unless they have a Hubspot account. We don't want to overburden our people, especially our leadership team, with the hassle of logging in to view these emails.   This has created a very frustrating process for our Marketing team of downloading a PDF extension to save a clickable version of the email preview page, then uploading said PDF to our website, then sharing that link to our people.   Please consider new ways of allowing paid subscription users (like ours) to share email preview links. When I heard that this was a security issue, I was confused. How is this a security issue? If anyone can explain why it's a security issue I would appreciate knowing.   If anyone has a better workaround than this, I'd appreciate that as well. ... Mehr anzeigen

I receive an Excel file from SharePoint every month containing a list of company personnel.  Is there a way to automate or import this list, add to HubSpot any new employees that are in the list but not in HubSpot, and remove anyone as a HubSpot user that is not on the list.     Also in the settings page, is there a way to sort the list of users by last name?  For example, it would be nice like in Contacts>Contacts to add a column such as last name in order to sort the users. I have to always adjust my file to sort by first name.   ... Mehr anzeigen

We are increasing our use of HS and one thing we had the ability to do with our previous system was to create knowledgebase articles that were for internal users only. While you can do this in HS you have to create a list of users based off of existing contacts which means internal users have to be contacts - which was not recommended by support when I asked but there was no other work around that I could find. You should easily be able to choose existing users as a pre-created "list".  ... Mehr anzeigen

I would like a simple way to export the company owner's email address when exporting company views. When looking at the companies page, I can see the company owner and the company owner's email address in one column. However, when I actually export the view, only the company owner name is exported--it does not include the company owner's email address. I looked to try and find a separate field to add to this view that included the company owner's email address, and this field does not exist.    Yes, there are workarounds. I can go to the HubSpot user page and copy all of the user names and corresponding email addresses to a text file, and then using some formulas make it into a usable list to bounce some vlookups off of to finally get this information into my spreadsheet--but this seems like a silly amount of steps to take to obtain information that is already contained there in the view.   I appreciate your help!!   I appreciate your help!! ... Mehr anzeigen

After I turned off all the permissions of a user, they still can see marketing tools like chat flow and account setting. It is better if we can limit someone else permission to none of the Account Setting, Marketing, and Service Tools (not even the view option).   Companies that are working with third parties who are doing work for them, but are not full-on employees of the company that we'd like to keep segmented away from sensitive data?   They would like to restrict the contact information of each other in the portal.   This will give HubSpot and its partners to go into the industry that is working with Sales Agent (e.g. Insurance).   I think some CRM possess this kind of feature. ... Mehr anzeigen

How 'owner's are displayed should be cleaned up. Right now, for instance, if i look at our companies, it has the owner as both the User's full name and email. This is extra unnecessary infromation that muddys up the data.    So instead of the current: Owner = FirstName LastName (firstname.lastname@emailExample.com) we should be able to chose a view that is just Owner = FirstName LastName    It makes reports much more digestible   Thanks ... Mehr anzeigen

We are looking to have a global admin view that allows the admin to log in as a specific role to see what they see. Our organization's Admin who oversees our CRM has the ability to long into the CRM, select a user or role, and navigate through the system.   Why is this important? In many instances, we are working through "rights" issues with those we are supporting and are unable to view and modify until they share there screen which creates inefficiencies and limits the ability to work outside of standard business hours to test changes before rolling out to the groups.   The roles that should have this ability should include “Super Admin” and “Admin” ... Mehr anzeigen