Great minds think alike

Would like the ability to see the products that my customers are using in the customer drilled down look. Where I can see the clients associates to the customer, deals, etc. ...read more

Reports end up having the edit level of the dashboard they are tied to. As an admin, we sometimes have a user with access to create reports/dashboards and they may overwrite the filters/titles I've set which leads to inaccurate data. If I create a finalized report and add it to a view only dashboard, the other users with edit permissions can still add my report to another dashboard and gain the ability to edit it from that dashboard.    I'd love to have a setting where I can completely lock the filters on a report created by an admin so other users can't modify the filters (at least not save them) regardless of what other dashboards the report is added to.  ...read more

Need to add MoM, QoQ, and YoY filters on reporting. ...read more

I'd love to be able to create reports or object views that filter based on if a contact owner, or other 'hubspot user' field has a deactivated user selected. Currently I have to manually add all deactivated users to my filters. I'd rather have an option where I can make a report like- Active deals where deal owner is a deactivated user. Same for Contact and company records.   This will allow us to reassign ownership of these contacts much faster instead of me manually updating my 'reassignment' reports each time a record owner is deactivated. This would help streamline our cleanup efforts significantly. ...read more

I'm not sure if I'm missing this, but I'm not seeing a way to complete tasks within the new prospecting solution actively. Yes I can click the check mark to mark it complete, but I'm not able to execute the task  As an example - I have emails I need my team to personalize and manually send. Right now, all they can do is see "You have 47 email tasks." but no way to actually 'do' those tasks. Am I missing something?  ...read more

 hi,  The open rates in the metrics in view details, do not have the same value as the open rate shown in the mail of the workflow.  Could anybody explain it?   Thanks a lot. ...read more

Hello,   I feel we need a multiple choice list module in the survey creation. Effectively, I'm looking to ask "Which of the following are you using or would like to use" then present a list with check boxes. Such as the example provided.   Al the best,   Todd ...read more

Any user assigned to any user property on an object seems to have edit access for "Owned Only" edit access.   This is a problem for us since we use the user properties to track multiple different people who have influenced an object historically, not just the owner(s).   Our suggestion would be to be able to mark a user property as an "owner" property, and otherwise just use them as user properties without ownership of the object they're assigned to.   ...read more

I want to work on both but it's hard to manage the time. For just one. As a mom and a person with PTSD, I must meditate as well as stay active mentally and physically. But I need income now so I could finish my Falline now....and it's $20 -$500 risk. However the more I practice And study in theMedia  Arts the better and more rationally understand how to utilize time, and most of all keep up with ever changing and available currently Technology. ...read more