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From the Contacts page, it would be helpful if we could create a filter that searches notes for specific keywords and then populates the list of contacts that have notes on their record with that keyword or keywords.   For instance, if we create a note on a client's record for a specific Feature Request. From the contact's page, we can create a filter for notes with the keyword "Feature Request" or for example, a specific feature like "Send Bulk Message," and then generate a list of all contacts with a note on their record containing those keywords. ... Afficher plus

* Posting on behalf of one of our Users! *   "I'd like notes to have an option to strike through the text, similar to the highlighting option." ... Afficher plus

Can we have a Last Registered Webinar/Webinar Date (and an accompanying Last Attended Webinar) property that will store the last registered/attended webinar information for a contact?   This information can come from Gotowebinar or Zoom.   For me personally, it's OK to have this property to be overwritten. I would find this useful for notification workflows (natively via Hubspot workflows, OR via a 3rd party took like Zapier) ... Afficher plus

I think it would be a great idea to have additional options for our Meeting availabilities. Specifically with the Minimum Notice Time...   An option of 2 days / 48 hours instead of the currently available options of 1,3,7 days,etc, would be amazing.    Thanks 🙂  ... Afficher plus

Hi there, I think you should be able to see your teams' activities EXCLUDING those done by sequences. So taking automatic ones out.. This surely is important to any sales manager! Thanks a lot ... Afficher plus

Auto-population of close date by default is causing me problems!   As an admin, I want to be able to change the default lenght of time used to populate the close date that is used for automatic definition of the field and to be able to choose not to automatically populate the field.   There is a related idea with nearly 50 upvotes that is categorized as "Sales Reporting":  https://community.hubspot.com/t5/HubSpot-Ideas/Disable-default-closed-date-on-deal-company-contact-level/idi-p/21210 ... Afficher plus

I would like to add some "subcategories/focus areas/topics of interest" as an option for the customer to select which are linked to the main subscription type.     In practice, the idea is to have customers select what interests them the most and create personalised newsletters and marketing emails for that client. Later on, the customer could visit their email preferences and update his/her interests and a specific "subcategories/focus areas/topics of interest".   So far I have added a new property that the customers can choose while they are registering to the subscription type. However, they won't be able to update it later.  Is there other marketing people that feel the same need? ... Afficher plus

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.  ... Afficher plus

We are working with clients in 70 countries including Germany, Austria and Switzerland which adds a level of complexity since we do not only have to identify the right gender but also need to select if a last name is German thus using Herr / Frau (English: Mr./Ms.). The forms we use do not ask for salutation and we wouldn’t want to add yet another mandatory field that contacts have to fill. What I have created is a set of name lists: - German female first names - German male first names - International female first names - International male first names Also, I have created a list with the top3000 German last names. My plan is to check the following: - first name is in one of the female/male lists IF not found, don’t set a salutation. A) IF only in International male/female first name then everything should be clear and we add the respective Ms. or Mr. B) IF the first name is in both lists (e.g. Diana) THEN check the German last names (Schmidt) for a match. E.g. Diana Schmidt is female AND most probably German speaking thus set Salutation to „Frau“ If her last name is not on the German last names list, we would either not fill the field or set it to Ms. I have all those nice and extensive lists with thousands of names. I have imported them into custom properties using radio select field type and try to actually build the workflow. What I am struggling with is the combination of check first name, compare with list A, B, C and the German last names. Anyone with a similar challenge and a solution? If not, adding such first name, last name list for recommendations on gender and language dependent salutations would be a great functionality to add to HubSpot. Alternatively, the freedom to make such checks across multiple list in an easy way would be great. ... Afficher plus