クリエイティブな才能を開花させよう

MDuncan8 · ‎10 15, 2021

Hi - I noticed that once a Deal is created, and the options have been selected as to whether to log communications "all time" or "last 30 days" - there is no way to go back and change that. This is a problem because a simple click of the wrong box could lead to only 30 days' worth of activity being logged for a Deal that could take months. There needs to be a way to go back and make adjustments rather than having to create a new deal and merge the two.

MDuncan8 · ‎10 15, 2021

Hi - I've noticed that when I add a contact association to a deal record, the emails to that newly associate person are not logged under the deal record. Instead, I have to manually go into the contact's record, click into the email I just sent, and associate it to the deal record that way. This is not very efficient. There should be an option to associate the contact's emails to the deal record at the same time that I'm associating the contact to the deal.

globert · ‎10 15, 2021

Hi all, it would be great if we could make sure all deals have at least a contact or a company associated with it. By giving the option to turn mandatory at least one of the properties, we would make sure that no ghost deals would be created. Thank you.

mellis7 · ‎10 15, 2021

Where a parent company appears in a view, is it possible to show a hyperlink in the Number of Child Companies column, which would take the user to another view where they could see the parent company's children? (See screenshot below.)

LEnns · ‎10 15, 2021

Add Time Zone column to sales tasks so Sales people can order their day accordingly

JOB3 · ‎10 15, 2021

It would be beneficial to have a feature within the feedback survey tools that recognizes contacts' emails and limits the amount of times they submit a survey. This will allow HubSpot users to have clean data and not having repeated survey responses outweight other contacts' responses.

CDeBrincat6 · ‎10 15, 2021

Hello! So I created a workflow for a referral program, and in that workflow I used the Create Record to create contacts based on the information submitted in the form. If we do not have the email in our contact list already this feature work very well, but if we happen to have the contact email already in our system then the workflow step errors and we have no way of tracking or updating that information. I would like to propose that if create a contact fails in this step then the fields of that contact should be updated to reflect the referred information.

HLeocha · ‎10 15, 2021

WHO: MARKETING WHAT: Create CTA trigger in a COMPANY Workflow VALUE: Better optimize workflow automations In an COMPANIES workflow I'd like to trigger an action if a CTA button is / is not clicked after X amount of time like in a CONTACT workflow.

TonyGoodrow · ‎10 15, 2021

We share a number of documents via custom URLs that we would like to redirect to the document, without any of our users being associated sith the document and without the document being tracked.

Sheri · ‎10 15, 2021

Older database users tend to expand the size of the screen to see small print. When they do this, you limit the amount of information on the screen and you have to scroll. Typically, anything that is not the monitor screen, at first sight, is ignored. If you look at Goldmine, for instance, the screen is all in one block, horizontally. Not scrolling down. This allows someone to take a screenshot, see all the relevant information and work more efficiently. This may sound like a minor issue and the answer may be to "just get used to scrolling" but with the demographic of older baby boomers being the largest group in the workforce, it does affect them. And if they are the decision-maker in buying the software and using it, they need this feature. So on the contact screen, if there is an option to see it horizontally and keep the fields above the fold, that would help tremendously. I've attached a screenshot of Goldmine and know it's a horrible UIX but it's meant to show a horizontal approach on one screen above the fold.

クリエイティブな才能を開花させよう

Editing record logs post Deal creation

Easier way to associate new contact emails to deal records

Make associated contact and/or company properties mandatory when creating a new deal

Hyperlink Number of Child Companies Property to Filtered View of Children

Add Time Zone column to sales tasks

Prevent contacts from submitting multiple survey responses

Create Record Workflow Contact Creation

Company Workflow - CTA Action

Allow document share without association to any user

Contact Screen Orientation-option for horizontal with no scroll

実装済み

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