Gute Ideen sollten geteilt werden

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

Can we restrict editing permissions access to any companies, but still allow editing access for contacts? ... Mehr anzeigen

Hi, It would be interesting to be able to restrict access to the "goals" page, accessible via "parameter" and then "reports". From the user rights management page for example. This would prevent everyone from being able to consult each seller's revenue targets. These objectives are often confidential. Do you think this could be possible? Thank you in advance. Best regards. Yoann ... Mehr anzeigen

Because I can't adjust permissions for individual custom objects, I'd like to restrict view access to specific properties within the custom object.    As an example, if I have a property, "Credit Card Number," I'd like that value to be either blacked out or nonexistent for a segment of our users. This would be great to apply to standard objects as well.  ... Mehr anzeigen

I need a quick way of exporting the list of users in HubSpot so I can regularly check with HR that all of these people are still working here. At the moment I have to copy and paste each line. ... Mehr anzeigen