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I know through the payments tool we can issue refunds but I would like to be able to report on the number of refunds and refund amounts that have been issued and the refund reasons within a certain time frame. (i.e. we issued $5,000 in refunds YTD) ... Afficher plus

I would love the ability to set my email signature to only appear in the first email in a sequence, rather than show up in every follow up email too. Gmail and other email services allow for this setup so I think it makes the email thread look more natural.  ... Afficher plus

Per request of user: Have a setting that allows one to  seamless autorefresh a specific dashboard at set intervals (5 sec, 1 min, real-time, etc.) .  An example would be one that would allow reports on a Sales Activity Dashboard update real-time instead of 15-20 minute intervals or requiring a manual refresh. This would allow managers effortess monitoring of activity with up-to-date information.  Current workarounds are adding a Chrome Extension that refreshes the dashboard page or possibly using an integration like Dear Lucy for real-time reporting.      ... Afficher plus

It would be nice to be able to create property fields and be able to copy over time stamps from pervious activies / future activies so sales team doesnt have to manaully go in and update created properties.  ... Afficher plus

Para los roles superadministradores debería haber un tipo de alertas configurables. Cuando cualquier tipo de usuario haga una descarga de material (Usuario interno de la plataforma)    Yo sé que esto se puede limitar con los permisos de los mismos, pero siempre sería bueno estar informado sobre esto y que rol lo hace.  ... Afficher plus

It would be really helpful to have 2 different types of workflows. When you get into larger, more complex portals with a ton of workflows, you realize there are 2 very different types of workflows.   Workflow Type One is an operational workflow. Copy property A to property B. Update Property Y because of X action etc. Generally, these workflows are just noise to the portal users.   Workflow Type Two is a user-impacting workflow. The client was sent Survey D, Enrolled in a marketing campaign, etc. These are helpful for users to see and know in the context of their everyday work.   What I would like is on the activity view to be able to see operation or user-impacting workflows, so that users aren't overwhelmed with the operational workflows and miss the user-impacting workflows.  ... Afficher plus

Hi !   I tried to obtain some data about the subscription trend in my Hubspot Forms and can't seem to find it.   Most of my Forms contain the following properties : - Firstname - Lastname - E-mail - Phone number - Post (Zip) code - Type of subscription 1 - Type of subscription 2   On the "Analyze" section of one my form, I can find data about all properties being completed during form submissions, but nothing about subscription types. I would be very useful information though. I could see if the user prefers to opt-in the subscrption 1 or subscription 2 or neither on that particular Form.   Also, it would be very convinient if we could create a Report that could aggregate that information about multiple Forms. I need to know if people are more or less inclined to opt-in to receive my Newsletter, depending on the form type, the location of the form on my website, and so on.   Thank you for considering this idea (Reports and Metrics about Forms). ... Afficher plus

Having custom properties that parse information (such as Street, Zipcode, State, City, Country, etc...) is useful since backend automation script use this information. However having this information listed separate on newlines in the contact sidebar is a burden to the sales-team who are mostly reading the information.   It would be incredibly useful to have multi-line boxes where certain fields contain linked custom properties. Example below: A text box titled "Primary Address"   This contact's primary address is <address> <city> <state> <zip> <country>.   This would allow the information to appear in a condensed way in the contact sidebar. The sales team would greatly appreciate something like this.  ... Afficher plus

1. Head of Support mais dans les faits n'importe quel head of qui souhaiterait avoir des KPI sur l'activité de son équipe. 2. Mesurer la performance de son équipe avec des KPI pertinents 3. Actuellement, les KPI mesurés avec les rapports Hubspot sont faux car ils prennent en compte uniquement le temps calendaire et non pas ouvrés. Les week-end et la nuit, mais plus globalement toutes les périodes hors ouverture du service, sont compris dans les calculs ce qui les faussent complètement. Exemple : pour un service ouvert de 9h à 18h, si un client envoie un ticket le lundi à 17h et que nous lui répondu le mardi à 10h du matin, le temps de première réponse selon le rapport Hubspot sera de 17h alors qu'il devrait être de 2h. 4. Le module Explore de Zendesk permet de tout calculer au choix en heures calendaires ou en heures ouvrées. Merci ... Afficher plus