Great minds think alike

YiRui_Chua · ‎Aug 11, 2021

Hi team, Raising this for a customer here. Currently, we have personal conversation notification settings for assigned/ unassigned emails. It would be great if we can have team inbox specific notifications (e.g. receive from 1 email but not the other) Thank you!

IDeSilva · ‎Aug 11, 2021

Hi, Is there a feature to be able to identify the contacts that have received a particular email more than one time. At the moment this can be only achieved by creating a custom property with a counter setup I believe. However, this won't backdate so we are not able to see the count from the start.

lgibbons · ‎Aug 11, 2021

In our sales analytics reports, we have a user showing up as unknown user, which shows deals that have been automatically generated from our website. Are you able to change this to "Automation" or "Automatically Created" this will help avoid confusion in our team.

DTurnbull · ‎Aug 11, 2021

Since transition to Service Desk from Zendesk, we've found it really hard trying to find Conversation thread entries based on the keyword search. Sure, it shows which threads have the word, but the thread entries are not filtered. So what this means is, you have to scroll from the bottom to the top using your eyes trying to find the word you're search for in the thread. It's a productivity killer.

KBoettcher · ‎Aug 11, 2021

Ideal functionality would be the ability to convert emails to the classic editor from drag-and-drop. Additionally, the ability to filter emails based on Drag and Drop or Classic Editor.

netsquire · ‎Aug 11, 2021

For some reason, Sales Hub Templates and Snippets have their own font and type size settings. It seems like you would want every email message to be uniform and use the default user settings for font and type size. Leaving that aside, if you don't touch font or type size when creating Templates and Snippets, you would assume that when used in email messages, HubSpot would use your default setting. But this isn't the case. Templates and Snippets seem to have some arbitrary default setting of their own, which defeats the whole purpose of having a system-wide font setting. This results in wasting time on font size adjustments when sending an email made from one template and several snippets. HubSpot should fix this bug. The account default should apply to all email messages in Sales Hub.

RAnderson · ‎Aug 11, 2021

There are multiple company details that only apply to the company (Products/Services/Contract details, etc.). However when viewing a contact (Or emailing them in HS or outlook), these cannot be displayed. We would like to be able to see the company details (we select to be visible) when viewing the contact or emailing them. The issue with creating a matching field at contact level is that a change in one place could cause the company and contacts to fall out of sync. E.g. One of the 5 contacts has a product added. A workflow now adds this product to the company. (What about the other 4 contacts?)

MarianaG · ‎Aug 11, 2021

It would be nice to be able to export or report on the content of live chat. That way we would be able to assess what are common requests people bring to this channel, similarly to how we can view the ticket description under Tickets.

davecriswell · ‎Aug 11, 2021

It would be valuable for our support teams to be able to see the most recent CES and CSAT value in the contact sidebar so they have better context on what the customer experience has been prior to the current interaction. Currently, the Last NPS Survey Rating is available to view on the contact sidebar, but no other feedback survey data.

e5an · ‎Aug 11, 2021

/settings/v3/users/teams Or parent team ids, or both. Since there can be a hierarchy to HubSpot teams, that must be one of the properties on a team so it's kind of strange that the API doesn't return it already. { "results": [ { "id": "100", "name": "Test Team", "userIds": [ "123" ], "secondaryUserIds": [ "124" ], "childTeamIds": [ "101", "102", "103" ] } ] }

Great minds think alike

Team email specific notification settings

Identifying contacts that have received the same email more than once

Change Unknown User to "Automation" in sales analytics reports

Conversation Search by Keyword improvement

Convert Drag and Drop Emails to Classic Editor & Filter

Sales Hub Font and Type Size for Templates and Snippets Don't Honor Account Default

Company details visible on contact

export/report on live chat content

View feedback survey on Contact View sidebar

Teams API (Settings, User Provisioning) should show child team ids

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