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It would be great if HubSpot allows users to upload a file when creating a new record via internal forms. I tried uploading a file through the "Create Deal" form, but even when a custom property with the "file upload" field was added to the form, the field only accepts text input and there is no option to upload files.    At this point in time, the only way to do this is to attach a file to the deal record after it is created. However, this involves a few additional steps and it would be a lot more user-friendly if we could upload files directly to the deal record through the internal "create deal" form.  ... Mostrar más

Presently there are generally 2 options for the cookie banner. Opt-in or accept all. This doesn't come close to covering the breadth of global cookie regulations and basically forces us, if we want to be completely legal, to make everyone in the world opt-in for cookies when that isn't necessary.    We need the ability for people to opt-out. There should be an option to add a decline button and a preferences link to the notification banner when you aren't requiring opt-in. You should also be able to add a preferences link under "do not sell or share" per CCPA requirements. It appears to me that the general functionality exists, we just need to be able to access the preferences, with the default set to accepted instead of declined, and then have a way to add the correct buttons to the banner and the footer of our pages.  ... Mostrar más

Currently, when we create a product, it can only be sorted in one category / product folder. If a customer has several offers and he wants to sort his products by offer, he will have to follow the following case: 1 offer = 1 category / product folder. Currently, we cannot add the same product in several categories. The current solution would be to create a new product for each folder but this requires not having the same reference/UGS...   Would it be possible to give us the possibility to add / associate a product to more than one category? ... Mostrar más

Idea: Add a Comment Box for Draft Social posts that need Review, Edits, Feedback and/or Approval prior to publish with @ mention  Role: Marketers (esp Social Media Managers) Goal: Streamlined approval process for social posts Value: Faster publishing, Easier editing, Helpful for compliance, Remain on Hubspot platform Details and examples: on Canva, content designs allow for team members to give feedback in a comments field. Adding this feature to HubSpot would help companies who have a compliance department or companies seeking collaboration tools. Keeping all stakeholders / decision makers on HubSpot platform would be smoother and easier for tracking. Compliance, senior mgt, colleagues could review posts in bulk, by campaign, by date, by user, by social channel etc. Notifications for @ mention would send alerts Thanks!!! Hope to see this one added. 🙂      ... Mostrar más

Hello Friends, I bring to your attention the fact that the File field type only functions as an actual File upload field IF you use it on a form.  Within the CRM, it functions as single-line text.  This is a significant limitation.   Here are some challenges that it presents: 1. Cannot enforce business process - One should be able to require a file to be attached to move along in Deal or Ticket stages.  This way you can ensure that a Deal or Ticket (or custom object) cannot progress to the next stage until the requisite Files are attached.  Consider a BDR > AE handoff mid-funnel. 2. Cannot support an approval workflow - if the above were true, then a document could be uploaded and "submitted" for review within a pipeline, which could serve as an approval workflow.  This request comes up often as other CRMs do this very well.  Consider a Change Order approval process, or an Invoice Approval process being built directly in the CRM! 3. Poor documentation - A completed Deal or Ticket record should have all necessary documentation attached to it in an organized manner that is reportable.  The Attachments association pane allows for attachments on records, but nothing of the above   I am really curious as to why this is not (yet) possible, but I believe that it would have a major positive impact on the user experience and allow HubSpot to stand up stronger against other CRMS where this is possible.  I would welcome an opportunity to hop on a quick chat with a member of the product team to talk through this use case and demonstrate the value that this would bring to the CRM. ... Mostrar más

It would be extremely helpful if the comment feature that is currently available in emails and landing pages could be accessable within the social tools of HubSpot. This would allow internal teammates to leave comments/feedback on social posts before they are published. ... Mostrar más

Hi,  It would be beneficial to some of our customers to have an additional rolling calendar date.    Currently, our rolling date can be set to a number of weeks - e.g. 4 weeks.    If the week starts on Monday and you look at the calendar on Wednesday or Friday, the calendar will not show 4 weeks in advance.  1 February is shaded as the calendar start date is Monday so 4 weeks from then is 27 January.  ... Mostrar más

Deal, Contact, or Custom Object page's UI is not customizable (unlike CRMs like Podio or Salesforce, where I have more flexibility), and the only way for me to add buttons or other things would be to use the CRM extensions that appear on the side of the page.   CRM Extension works perfectly for core entities (Deal/Contact etc) but does not support Custom Objects and that's the only way I have to actually customize the page with actions that my team can perform to 10x their performance.  ... Mostrar más

If a company wants to use HubSpot as its system of record for CRM it needs to have the ability to be the repository of all documents related to its customers.  Contracts, NDAs, MOUs, SOWs, etc. etc. etc.   As it exists now, HubSpot's "attachment" feature (for Companies, Deals, Contacts, etc.) is not a fitting document repository.  At the very least, I need the ability to search for an Attachment by file name - which does not seem to be supported.  I spent so long today searching for an NDA - going to the Company record...continually hitting "Show More"...scanning the list of partial file names for NDA...eventually finding it at the Deal level (because it wasn't associated with the Company).   I can think of so many ways to improve HubSpot's Attachment feature, but for now I'm going to keep it to "as an account executive who needs to find a particular file associated with a Company, Deal, or Contact I want to be able to search for the file by its filename".   If you want some more ideas to improve (although there are several obvious ways) I would refer you to the 8 related ideas that have been submitted on this topic in the past 12 months:   7/25/22 - https://community.hubspot.com/t5/HubSpot-Ideas/Manage-errant-email-attachments-in-the-attachment-section-of-a/idi-p/670556 6/13/22 - https://community.hubspot.com/t5/HubSpot-Ideas/View-all-attachments-in-the-same-place/idi-p/648547 5/23/22 - https://community.hubspot.com/t5/HubSpot-Ideas/Be-able-to-explore-and-search-through-Deal-Attachments/idi-p/637352 5/16/22 - https://community.hubspot.com/t5/HubSpot-Ideas/Better-attachments-management/idi-p/633413 2/21/22 - https://community.hubspot.com/t5/HubSpot-Ideas/Attachments/idi-p/580428 2/16/22 - https://community.hubspot.com/t5/HubSpot-Ideas/Attachments-Section-Improvements/idi-p/577414 1/5/22 - https://community.hubspot.com/t5/HubSpot-Ideas/Make-attachments-searchable-and-suppress-irrelevant-attachments/idi-p/550302 12/6/21 - https://community.hubspot.com/t5/HubSpot-Ideas/Attachments-OVERHAUL/idi-p/537445   ... Mostrar más