Great minds think alike

It would be helpful to see if multiple people have a ticket currently open because when new tickets come through and someone assigns themself, it doesn't always refresh as quick so people are over lapping each other on tickets.   If we were able to see multiple people have this open it can open conversation about that ticket. ...read more

Our CSR team now uses hubspot instead of Zendesk. We are enjoying using it but there are a few things that Hubspot don't do which Zendesk did.   The most common complaint is to do with emails coming direct from an ERP system, like Xero or net-suite.    Whilst the emails comes from the system address , the reply to address in outlook, gmail, zendesk is the "company sender"- see example below   "raw" : "\"Mark Roberts (firstname@alloys.com.au)\" <system@sent-via.netsuite.com>" Currently when we hit reply it goes to the system address instead of the from address.    Can a feature be added so it replies to the from address instead and sets the contact based on the from address ...read more

Rather than using the save function that only goes to the senders record, it would be good to be able to save an email to a particular contact record that I select from within Outlook.   I have the Outlook Hubspot add in currently, which means when I want to save an email I 'forward to' XXXXXXX@forward.hubspot.com But this only goes to the record of the person who emailed to me - when I might prefer to save the email to another client record instead.   To save to a particular contect record there is a 'work around' - after you forward the email to your forwarding address to have it logged on the contact record, you can then go into the Hubspot record and associate the email activity with other contact records This is a painful and unfortunate waste of time !! It takes quite a bit more effort to locate the record in Hubspot, often wait for the email to syncronise to the client record, then associate with another record.   When I get generic emails from suppliers, or emails from a supplier that pertains to only one or two clients, then I would prefer to just save on the applicable client contact record rather than the supplier record. (or needing to go into the supplier record each time and then associate with the relevant client record).   Suppliers end up having hundreds, or even thousands of emails against their contact record with the current system - which is unnecessary. We do not usually wish to reply to a supplier email - we just wish to save that against the supplier record so that we can evidence that the supplier has responded, but we more importantly need to save the email against a particular client contact record that we choose.   ...read more

The fact that custom object associations are only many-to-many is a big detriment. Two big reasons. Cross object associations can't be display on views. For example, because company-to-contact relationship is a one-to-many. This means a contact can only have one company and thus there is no conflict when adding company information on a contact view - which is permissible by the system. The same things applies to workflows that may be used to copy data from a property on one object to another. For instance, if you have data on a company and you want the contacts to inherit that data via a workflow, that's possible. But if you want to contact to inherit data from an associated custom objects, it's not possible. ...read more

We work in a service industry where the quotes vary depending on the project details.  Every quote we do is based on sizing, colours, etc. So having only products in the quote doesn't work for our company. It would be great if we could just enter the product information and amount manually for each quote. That way we wouldn't have to do the quotes on a word document but it could be all done within HubSpot. ...read more

I'd love to be able to position the submit button above the recaptcha button on forms.  ...read more

We need to be able to view which sales rep has shared which document. Having this to report up to our Exec team is huge. We want to see who is using them the most. It would be similar to the meeting reports where you can see how many meetings they have booked in a particular time frame, along with the type of meeting.  ...read more

We need to have multiple teams collaborating on specific issues; for this to work, it would be essential to have a "clone ticket" feature and to be able to associate them, so both owners receive notifications. ...read more

We have many windows / reports on most of our Dashboards.  After I am done reviewing the Dashboard components - I have to scroll back to the top in order to access the Dashboard Selection Dropdown.  It would be helpful if the Dashboard Selection Option was frozen at the top of the page so that it was always easily and quickly accessible. ...read more