Great minds think alike

It would be very useful and helpful if super admins were allowed to edit views created by other users. If a view created by a user currently needs to be customised, we have to clone the view, edit it and delete the original view. As super admins, we also provide many centrally managed views for all users. However, only the creating super admin is allowed to edit these, which always causes additional work. ...read more

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?  ...read more

We should be able to customize our Navigation Bar items to get to what you want easier. Personally, for example, I often need Lists, Marketing Emails, Contact View, etc. It's annoying to pick from the dropdown all the time for the items that I use daily.  Other softwates have - I think shoud be standard. ...read more

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. ...read more

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! ...read more

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 🙂 ...read more

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. ...read more

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.  ...read more

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? ...read more