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Hi!    To my knowledge, it seems like it is not possible to prevent users from removing/editing a record's associations as long as they have access to edit HubSpot records. However, in our use case, we would like for users to be able to edit company records, but not their associations.     Is it possible to somehow restrict this through either permission sets or another solution?  ... Afficher plus

Whenever a user is deactivated, the current best practice is to go through all assets individually and pinpoint where the deactivated user may be present (such as 'assign as contact owner' action in workflows). While it's easy to filter for objects deactivated users owned and bulk re-assign them, the deactivated user management for views, reports, lists, workflows, sequences, etc. is seriously lacking. It would be great if we had the ability to view/export all assets where a deactivated user is present! ... Afficher plus

I send emails on behalf of sales reps with personalized token links which include email and calendars. Because these emails are deployed from up to 40 or so reps at a time, it is very cumbersome to manually review one by one which users have their email and calendar status active. These are data points which are available as a column view, but the export does not include any of this information. My idea is as simple as including the following data points, which already exist, on the user export: Calendar Status Email Status  Invite Status    Thank you. ... Afficher plus

Hello, I'd like to request adding a custom availability for team members and multiple time zones support for round robin meetings.   We have team members scattered across the world.  In ideal case we want clients being able to book a meeting with us 24/7 and have the meeting assigned to whichever team member is awake and available at chosen time.   We had this option with Calendly and it worked really well. I think in today's virtual world where borders no longer apply this is a must.  Thank you 🙂 ... Afficher plus

It should be great to have the possibility to share collaboration with other users. Same as existing collaboration on deals. Exemple :  I'm sales manager. Iwould like to share contact with other user (sales) on my team but I need to stay the owner. Each user on my team has only acces with contact they own. ... Afficher plus

It would be nice to be able to limit who can and can't make and remove associations in HubSpot so we can ensure the CRM stays clean and accurate.  ... Afficher plus

I'd like it if we could set up a way to prevent two contact records from being merged. Sort of like you can't merge two company records if one is a parent company of the other, there should be a similar type of way to say that two records may look the same, but they are different.  ... Afficher plus

Whilst it's possible to add an alias to a user email but this doesn't help in call cases. It would be really useful if the actual user email address, linked to that user could be amended for cases where it has been entered incorrectly or doesn't match associated, linked accounts. Currently, if this happens, we have to follow a long process of creating a new account, moving everything across from the incorrect account and then removing that account. It would be great if we could just correct the main account and then add an alias to it if necessary.     ... Afficher plus

Currently, a user can be a 'primary' member of only one team. The user can be added to other teams as an 'additional team member', but many team features are unavailable to these 'additional' users (see list of restrictions below).   This is problematic and causing us considerable pain because some users need full access to multiple teams, e.g. an individual who is multi-role, or management/supervisory staff who need to monitor what goes on in the team. This is particularly true in smaller businesses. The one primary team restriction seems unjustifiable .   Restriction's on 'additional team members': https://knowledge.hubspot.com/account/assign-users-additional-teams These users will not be included in any team reports, routing rules (e.g., conversation routing rules), team notifications (e.g., form submission email notifications to a team), or workflow rotation actions. They will also not be able to view any custom records views set up for the team.   The solution is to allow users to be primary members of multiple teams.   Any feedback? ... Afficher plus