Las grandes mentes piensan igual

JessicaReed · ‎sep 23, 2019

I am wondering if there is a way to upload the 'attachments' on a contacts page to be in folders instead of just uploading into a bit of an unorganised mess. If that makes sense. For example with recruitment purposes, if we could create a 'Compliance' folder within EACH contacts page in the attachments section where I could upload any right to work documentation, passport details, etc etc & then another such as a 'Contract' folder that we could keep all contractual documentation, your employee signed contracts, employee details & bank details and so on, together in an easy to find location without having to root through all uploads. I believe the attachment section could still automatically uplaod everything but then ideally i would like to be able to file these documents into easy access locations.

ScottH · ‎jun 12, 2017

Should be able to make a 'Company Lifecycle Funnel' widget with conversion rates between each Lifecycle stage (see 'Contact Lifecycle Funnel' widget for example).

hroberts · ‎sep 11, 2020

This idea delivered Google Meet functionality to events booked through Meetings links: https://community.hubspot.com/t5/HubSpot-Ideas/Add-Google-Meet-link-to-Meetings/idi-p/196737/ However, the Calendar Sync integration, which can hook up to the Schedule functionality on CRM records, does not do this. Events scheduled from the CRM that are added to users' calendars via Calendar Sync, do not get Google Meet links added to them automatically if the setting is enabled in the user's Google Calendar.

lrodriguez · ‎feb 6, 2019

It would be very useful if HubSpot automatically assigns the Deal's currency to the Custom Deal Property formatted as currency or if at least it gives the option to select the currency you want to use on the custom property, as of right now the amount that is set on the custom property is the one chosen on the Account Default settings. Thanks!

JonathanDC · ‎jul 21, 2017

It would be great if we had multi-language support for the email subscription pages. We should be able to tailor all of our pages to our clients' preferred language.

samara1 · ‎may 11, 2022

It would be perfect the option to hide some properties from some users. We need to do this kind of configuration in almost all customers we have. Just blocking the edit does not prevent users from seeing the information in the properties, which is what we need.

lalexander · ‎feb 11, 2019

Hey team! It would be great if it were possible to customize the default deal name. When creating a new deal from a contact/company record, for example, some customers may want to automatically pull in both the contact and the associated company's name. Others may want the deal creation date pulled in automatically or the deal creator's name. If there were any opportunities to pull in known info when creating a deal from anywhere other than scratch, I'd love to see those as potential pieces of info to include. Thank you!

kagillespie · ‎oct 4, 2017

It would be very useful if Enterprise customers that are hosting multiple domains could have more than one active email preferences page. If the domains are completely unrelated and a contact is subscribed to one domain, why do they have to see all active email types from the portal? Why not just one domain?

DBellamy · ‎may 1, 2017

There should be more styling options for the messages add on.

Herschel · ‎may 9, 2019

Issue: Tickets Owner and associated Conversation Assignee are not linked. Use Case: Our support team rotates who is on call. Whoever is on call during a specified period of time will answer incoming client issues for that period. To facilitate this, we have the Conversations Inbox set to unassigned for new incoming messages. We also have it set to automatically create new tickets, which also have the ticket owner as unassigned. If a support rep claims a Ticket they set themselves as the owner, BUT the associated Conversation is still shown as unassigned. As a result it diminishes our team's ability to work out of both the Ticket and Conversation areas concurrently, as ownership of something in one area is not reflected in the other. This reduces the usefulness of the Conversations Inbox. Solution: When an unowned Ticket (automatically created from a new Conversation) has it's owner set, also assign the associated Conversation to the same user.

Las grandes mentes piensan igual

Create folders within 'attachments' section to easier manage documentation.

Company Lifecycle Funnel report

Google Meet integration for Calendar Sync

Allow Custom Deal Properties that are formatted as currency to be multi-currency

Multi-language support for email subscription pages

Hide and block properties from some users

Customize default deal name

Email Preferences Pages for Multiple Domains

More Chat Widget Styling Options

Assign Ticket Owner to Associated Conversation

Entregado Recientemente

Recientemente en Beta