Grandes mentes pensam igual

Previously we were able to navigate directly from the member we were talking to, to their lists page, From this page, we used to have a drop-down button Manage Registration which gave you the option to either Resend registration email or Reset password.  So this meant there were 2 clicks to reset a password, and that my team could stay on the tab they were working on with the member.  Now, if a member calls or emails for a password reset we need to: Click Content Click Memberships Scroll the list and then click the list named KB Access: All Members - List Sync  Find the member using the search option Then click password reset or resend registration.   This new process requires opening a separate tab to the member profile and then 5 clicks versus the old process which was 2 clicks. My team’s morale is down about it, so they are working even more slowly. Please implore your leads to undo this terrible move. We need the button back on the member’s profile for efficiency. ... Exibir mais

When an IP address is excluded from analytics/activity tracking, form submissions from that IP address are automatically listed as spam submissions.   I recommend that an option be added to exempt those form submissions from the spam filter.   We use a large number of forms, and we sometimes need our own staff to fill out those forms. All of our staff are on a VPN, and that VPN is excluded from analytics tracking, so form submissions by our staff are automatically marked as spam.   We do not want to enable alaytics tracking for our staff; their activity on the website does not need to be tracked, nor do they need to be included in retargeting audiences. However, we do need to see the forms they submit.   To be honest, I don't understand why these two things are combined in this way, but I accept that someone, somewhere has a business case where it makes sense. It doesn't make sense for us. An option to always accept form submissions from a specific IP or an option to not apply the excluded IPs to the spam filter or some other way of unentangling these things would be greatly appreciated. ... Exibir mais

Per this thread, I am requesting that you provide us a setting to turn off this feature. It would be ideal if we could turn this off at either at the individual user level or at the admin level. This autosave feature is extremely disruptive to our workflow. ... Exibir mais

I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event flagged as attendees. so a business knows which are valuable contacts.   It would also be helpful to be able to use a workflow to send different communications to clients based on their association tag. ... Exibir mais

In the Helpdesk, we have two options for changing the ticket name: using AI or navigating to the ticket view to rename it manually. It would be ideal to have a feature that allows renaming individually directly within the Helpdesk to save an additional click into the ticket view. ... Exibir mais

With various AI platforms continuing to gain momentum, it would be super beneficial to have the ability to parse out leads from ChatGPT, Claude, Perplexity, etc. from into their own, new Original Source category: AI Search.   This way, HubSpot CRM users can more easily see data in their dashboards at a high level and can pinpoint which popular AI platforms are producing leads. This is especially important since, currently, the Original Source they get lumped into just covers any website that isn't their own (outside of search engines).   This new option allows marketers to make more informed decisions on their strategies and what channels to pay attention to more. ... Exibir mais

Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please!  ... Exibir mais

The new property sync property types have been tremendously helpful, but would be great if we can increase the limit from 25.  Very convenient to avoid working through associations, then searching dependent objects....hopefully this limit gets increased! ... Exibir mais

Currently, you can open an IFrame modal within the UI Extensions actions (https://developers.hubspot.com/docs/guides/crm/ui-extensions/sdk#open-an-iframe-in-a-modal).  However, you cannot close it without manually clicking the close "X" in the modal. This creates an extremely bad user experience for the case of opening forms within an iframe.  Now a user needs to: 1. Open the form (iframe modal) 2. Fill out the information 3. Submit the information 4. Then go and close the iframe manually (it should just close automatically in the last step) Some easy solutions to this could be to simply allow an iframe to be embedded within a react component (rather than as an overlay), then you are masking what is an internal/external resource - in this case you should be able to expose a panel of buttons to programatically close the iframe as you can any other overlay.  This solution would allow you to collapse steps 3 and 4 above by skipping step 3 and ensuring progressive updates in the iframed forms in step 2, and just providing a single "Submit" button.  Either way, even for static content, it's opening and closing can be controlled without leaving the 'hubspot' sandboxed react experience. Another solution would be to add a listener to the iframe, and allow the child window to communicate with that listener using some predefined set of commands.  This is probably more challenging, but would open up the possibilities for devs even more. ... Exibir mais