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Currently the quote number is read-only which doesn't give us the ability to change the structure or update with a workflow.  Quote number example = Quote number: 20211008-002352535  😥   The current quote is extensive in length and is creating challenges for our channel customers in transcribing the quote number accurately when placing this on their Purchase Orders to us.    A more simple quote format would be welcomed. ... Exibir mais

Hello.  I am writing to see if Mautic can be added to DataSync.  I currently subscribe to Piesync and have all my systems tied together.  From what I understand, DataSync will overtake Piesync in the near future.     Thank you. ... Exibir mais

Sometimes a table has a lot of data. When you scroll down it would be very convenient if the headings of each row could be fixed. ... Exibir mais

As an admin user, we cannot see or view what the user sees or views making it rather difficult when testing or helping users and problem-solving through their issues - would be great to have the ability to view their settings from their eyes and see what they can see/view.   ... Exibir mais

Currently the sorting feature for the ticket status refers to the internal ID instea dof the external name. this menas that when you sort by ticket status it will not sort alphabetically, this is a huge pain for us. I'd love to see the ability to sort this similar to how you sort deals by stage!  ... Exibir mais

I'm looking for a solution to exit people from an email nurture workflow before the end if they meet a certain criteria at any point in the workflow. I don't want to create a if/then branches all the way down the workflow if for instance they have scheduled a meeting or are now associated with an opportunity.    The last marketing automation solution I worked with had this feature as "early exit" criteria rather than creating a bunch of if/then branches for the same thing. ... Exibir mais

My onobarding team is using the conversations inbox with Sales as a handoff tool - Our sales team closes the sale, then intros the customer to our general onboarding email address (since we have multiple onboarding specialists). Once an onboarding coordinator assigns the incoming email to themself, they will be replying to the customer in the thread.    Unforutunately, since the incoming email was sent by someone from our company - the email is being associated with our employee, not the customer. It is possible for me to disssassociate the employee from the email, but they've already been created as an unnecessary contact in our system and I will have to remember to go delete them. Plus - I have to remember/know the email address of the customer I want to be associating to the email. There isn't a helpful dropdown as I start typing the person's name to show me potential contacts that would match, so I'd have to remember to copy the email address from the email thread before trying to associate it to the proper contact - which adds a lot of steps.     It would be ideal if we could set up a rule for the inbox that says "if you get an email from *@ourcompanydomain.com - do not create a contact record and do not auto associate this email to a contact record. Then, we'd be able to go in and associate the email ourselves with a helpful pop up window that suggested potential contacts as I started typing. Once associated, I'd like the ability to connect this email with any associated open tickets on the contact's record - all without having to leave the conversations inbox. This will streamline the process for my onboarding coordinators immensely.  ... Exibir mais

Hi Dear Team me and my team have suggestion about adding WhatsApp as option for the contact owner to click on it from the app and reach the client ( his/her contacts) also once we click this button it recorded as 1 contact under ( number of contacted )   This really will save time and make the app mobile friendly more kind regards, ... Exibir mais

I would love to see HubSpot put some time into getting it's Service Hub and Knowledgebase KCS Verified, https://www.thekcsacademy.net/tools/verified-tools/   One of the challenges of a support team is creating and maintaining a knowledgebase that provides their customers with access to content to self solve.   HubSpot Knowledgebase and Service Hub does not fully reflect the needs of a support organization that wants to create/update content as a by-product of resolving tickets and conversations. For example, how to flag a KB for fix/update/edit, how to create a new kb within the Conversations Inbox or Service Hub Tickets pipeline.   That said, it does do a good job of making knowledge available to insert into Tickets and Conversations.   ... Exibir mais