Gute Ideen sollten geteilt werden

When completing a call, the orange box used to have a complete call and create follow up task included together. It has now changed to complete a task only, now having to manually create a follow-up task by clicking, edit and going through the menus.   It may seem small but doing this through the whole day really does have an impact on the speed we can work at. The one-click format before was much more efficient  ... Mehr anzeigen

I would like to be able to lock the top row so that when I scroll down, the column headers remain visible.  This applies to all table views in HubSpot- Deals, Contacts, Companies.  ... Mehr anzeigen

Currently images uploaded via a website form exist in HS but are hard to find. You must go to Marketing > Forms > Client's Form > Submissions tab. This shows all submissions made using the form. Hover over any contact and click the View Submission button. You’ll see the links in the pop-up window. Currently there is no way to use this in a workflow to automatically put these files within the file manager (Marketing > Files and Templates > Files) and organize them in ways other than by contact name. It would be nice to be able to include these file upload fields within workflows to better organize them and use in other ways.  ... Mehr anzeigen

What: When logging an email or activity to a record, you are already able to create a follow up task. It would be helpful to add the ability to associate this task to a task queue.   Why: Customer tends to use task queues over any other task view in portal, which means follow up tasks easily get forgotten. ... Mehr anzeigen

It would be good to be able to use the filter options grayed out below in workflows of calculated properties.   Use case:   Company pages can have multiple different custom object Xs associated. A company's associations to X often use the same association label. Some X and company associations are 1-1, others are 1 (x)-many (companies). Company information needs to be copied to X upon association.   1st workflow (company based). Trigger, # of associated Xs is known. The company info is intitially copied on restricted properties in X via a company workflow for all associated Xs using the same association label. 2nd workflow (custom object-based) Trigger: Trigger property is known. (Property set by associated company as it completes workflow 1.) Ideally, the second workflow would only enroll an object X if number of associated companies was updated in the past day. Instead, it runs on all associated Xs of the company and the workflow requires filtering that isn't always as intuitive as filtering at the start would be. Repeated unnecessary enrollments can also affect reporting and cause end user frustration when trying to view workflow history in the activity feed.   The info is filtered and moved out of the restricted properties and into visible properties.* *Direct copy into the visible properties is not done because associations are 1 (x)-many (companies), so format data is used before updating the property. ... Mehr anzeigen

Hello!   When I type a date into a date picker field and tab out of it into the next field, the date picker pop up box stays open. If I'm going from one date field to another, another pop up box opens up for each field. I don't like having to switch from keyboard to mouse any more than necessary. Having to click somewhere else on the screen to get rid of the pop ups is only slightly annoying, but it happens so many times in my day that it turns a slight annoyance into a large aggrivation. 🙂    I know it's not a huge deal or anything, but maybe nobody's ever brought it up before and maybe there's a really easy fix? Like just set the pop up to go away when you tab out of that field?   Thanks! ... Mehr anzeigen

Hi team, posting an idea on behalf of a customer! It's great that our current chat widget allows users to attach a screenshot to submit in the chat.   That said, there's this feature that Google has for in their feedback module: https://stackoverflow.com/questions/4912092/using-html5-canvas-javascript-to-take-in-browser-screenshots   Basically, for the"Feedback Tool" pop-up window that appears in the bottom corner of the user's device, there's a button in the pop-up that allows users to create a screenshot from the current screen to submit directly with their feedback.    So it'll be pretty cool if the chat widget has an option that allows user to snap a screenshot from their current window with a button! ... Mehr anzeigen

I'm creating tasks by a workflow and I want to use a due date according to a date field from contact's property. Right now I can only choose "in 3 days" and so on, but I'm not able to handle specific due dates.    This is my usecase:  - Sales reports a meeting by a landingpage, herein the sales writes infos & defines follow-up-tasks - by a workflow, the report gets sent to his team by mail and in addition all tasks according to the report gets created & assigned to specific team members  --> I need to set due dates correctly, please allow to set a due date with a personalization token.  ... Mehr anzeigen

It would be great additional training and guidance to be able to embed sales email templates in a Playbook. The way we have our Playbooks set up there is typically a post Playbook action such as an email or a call. It would really help our team get up to speed faster if they could see the template within the Playbook.    Another huge benefit would be able to use Playbooks within workflows. For example, if the workflow is logged create a task for sales to email blank or follow up in one week etc.  ... Mehr anzeigen