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The main reason for this would be to allow only tickets that are currently open to be shown against a contact.  We work with the same contacts a lot to support their organisations and they can have, over time 100's or 1000's of tickets. However they only ever have a few open ones.  When we're working in the contact record to support them, we'd like to be able to focus on just the open ones so that we can go through these with them. \ I know we can see the tickets in filtered view, but that is another click away and takes us away from the contact record. If we're on the phone it's great to be able to see current tickets they have with us,.  ... Mostrar más

Suggesting the ability for the FB chat box to transfer conversations to another Inbox.   For example our chatbot does this: So it would be nice to transfer sales to the sales inbox instead of logging it in the IT one. ... Mostrar más

Currently, it is not possible to restrict hyperlinks in the name properties. These name properties are used in forms created in hubspot which then are embedded to websites.   Anybody can insert links here for phishing.   Request to hubspot team to restrict links in the default fields wherever it is possible. ... Mostrar más

Lists are usually created for different purposes. Checking fields Export records ... etc The current situation is, that selected fields apply to ALL lists which makes it extremely cumbersome if you use lists for different purposes and need different fields to efficiently work on records. ... Mostrar más

Admittedly I'm a former user of SalesForce so I expected similar automation and email integration processes/options within HubSpot.  Hubspot is far behind SalesForce in this area.  The following would greatly improve the function:   1) Don't auto generate Contacts, Companies, or Leads from Outlook emails without some form of pop-up window or sidebar checkboxes explictly asking for the user to confirm having these generated and added to their CRM.  Maybe still provide an over-ride checkbox in preferences for those HubSpot users that want Hubspot to auto-generate and populate their CRM's?  HubSpot's autogeneration of new contacts and leads for every email I send has cluttered my CRM with useless data that now negatively impacts all of my lists, reports etc with bad contacts.   2) SalesForce's sidebar add-in shows all recipients, allows me to click which Company and Contact recipient I want to log and which ones I don't.  If there's a recipient that's not in my CRM it asks if I want to add a new contact.  It didn't auto-generate anything without my opting into doing it.  It eliminates bad data being autogenerated and clogging up the CRM   3) I tried to uncheck the "Log Email," checkbox in settings.  This kind of helped, as now I need to check the box in each email if I want it logged to recipients of that email.  But again, it's an all-or-nothing fix.  Either I can't log the email at all (leave box unchecked) or it logs the email to all recipients and auto-generates new contacts for any of the recipeints that aren't already in my HubSpot CRM (check the box).   Please look into updating the add-in to offer something similar to SalesForce's add-in.  Again, maybe have an over-ride checkbox in Preferences for those HubSpot users that want to automatically log everything into HubSpot and auto-generate contacts, companies, and leads.  However, based on all of the community threads, industry blogs, etc that I've read, most users want to have the ability to (1) select which email recipients have the email logged into their Company/Contact, and (2) select which email recipients need to have a new Contact generated for them.   ... Mostrar más

when selecting users/teams or any drop down really....add in a select all button at the top ... Mostrar más

There is the wonderful possibility to make mass changes on single data fields. But if you want to add a value in a multiselct field, all other data will be deleted. This is quite annoying. This function would be simply ingenious and in the meantime it would be really helpful if an alarm message appears and stops you from doing so. Thanks for the quick adjustment in advance. Translated with www.DeepL.com/Translator (free version) ... Mostrar más

Hallo dev-crew,    during cesting some forms and workflows  i stumbled upon an quite inconvinient mechanism around the Implementation of GDPR or (EU-DSGVO here in Germany)   Scenario:  We want to use an form which sets the subscription and triggers a workflow in which an e-mail with an whitepaper is  send out. A quite simple thing but then I whanted to test the whole thing..  For testing forms & workflows I use one test-contact in which I delete the Permissions/DOI-Stutus and so on so I can test it as a "new" contact. So I filld the form checked the subscription checkbox, got the DOI-mail and clicked on confirmation..   The error The  workflow triggerd and I got an error, because "the subscription has been removed" and the mail could not be send.. So I wonder why. Why does the newly filled form with exact same e-mail not trigger the subscription to be set? Later-on I talked to the Support (very cool guy called Philip)  and he said, this is intended to work this way. an reenrolling to a is only possible via the "unsubscribe" link and NOT via refilling a form. Does this make any sense? Does anyone store all the e-mails? Does It mean, that as long a an unsubscribed person does not have the correct Link he/she will never be abled to resubscribe? Is it so uncommon, that a person resubscribes after have deleted subscription?    Solution? IMHO there should be an machanism that  sends out New DOIish mail to ensure that this really is the subscriber, and when the link is clicked the subscription can be re-set. and thats all.   Greetings from Germany  Claus  ... Mostrar más

SansanとのAPI連携について、 同期できるプロパティは、固定されています。   「部署」は同期するプロパティになっていませんが、 同期するプロパティになりませんでしょうか。 （とても重要な項目なので）   どうぞよろしくお願いいたします。 ... Mostrar más