Great minds think alike

CLewis6 · ‎Dec 6, 2022

We have an integration with Quickbooks and add invoices that have been raise in QB, to deals so that we can see how much has been invoiced against each deal. Unfortunately the way that field works is that it overwrites the total with the amount from the latest invoice that has been integrated, rather than totalling up all of the invoices that have been matched/integrated. This severely reduces the effectiveness of this integration feature. I should be simple for HubSpot to create a field that totals up all the invoices that have been added to a Deal - that field would be useful and meaningful.

JRousou · ‎Nov 25, 2022

I'm an Account Executive and I think it would be great if there was a feature that allowed me to delete historic data within a sequence and get a true reflection of the performance of a sequence with exclusions. For example, before enrolling contacts, into a sequence, I tested it using a test contact and clicked on the links within the emails to make sure that the sequence works as I wanted it. However, when I unenroll the test contact, they are still reported on in the sequence overview. It would be great if that contact could be deleted from the sequence in order to get a report that hasn't been skewed when it comes to reporting on the sequence.

PBaxter · ‎Nov 25, 2022

When you clone a list, the columns, sort order etc. should inherit from the list you cloned it from (not your saved default).

AlMaier · ‎Nov 18, 2022

Hallo zusammen, aufgrund der neuen Datenschutzrichtlinien bezüglich der Google Fonts ist uns aufgefallen, dass auch das reCaptcha von den Formularen von Google erstellt wird. Besteht die Möglichkeit auch dieses zu lokalisieren wie die Google Fonts? Gibt es andernfalls eine Alternative für den SPAM Filter ohne gegen die Richtlinie zu verstoßen?

MSanDiego · ‎Nov 16, 2022

Hello, Can we add a function to allow splitting deal amount by month? For example: Deal A - Total Deal Amount is $100 Deal Amount for February = $20 Deal Amount for September = $60 Deal Amount for October = $20 So when we create a report in August, we would only see $20, but in November, we would see the full $100. Thank you!

tmitch_sona · ‎Nov 15, 2022

Hi - I am finding it quite restrictive that you can't filter in a format like 'date field A' is before (or after) 'date field B' - you can only compare one or the other by a static date value. Please can we enhance advanced reports to allow this kind of filtering? For example, I'm keen to report on direct impact of content, so something like 'date of specific report download' has to be before 'date became SAO'.

KLeeWing · ‎Nov 11, 2022

Hey, I'm a CRM admin for an events company. We currently use table reports to monitor our lists of attendees. These reports are locked at 5 rows per page unless we put them on a dashboard. It would be helpful to see more rows per page, as these lists sometimes require line by line review. Because these reports typically pull from multiple objects, Contact/Custom Object list views won't work for this use case. (Also: rows per page is editable when you are customizing the report. It only goes away when the report is saved.) Thanks!

ltamborino · ‎Nov 7, 2022

I would love to add custom sender properties to add dynamic information in my template. Here is an example: Hi {{contact_name}}, this is {{sender_name}}, {{sender_role}} of {{sender_company}} Hope to see it soon 🙂

ERawls · ‎Nov 4, 2022

To whom it may concern, We would like for all of a company's associated contacts to be deleted when we delete the company. As it stands now, when we delete a company, we have to track down all of the associated contacts mannualy and delete them. It would be great if we could have this happen automatically because the current procedure can often cause orphaned contacts within our HubSpot database. Best, Elijah

AlisonOC · ‎Nov 3, 2022

In building out a Marketing Campaign, we're adding tasks to our calendar. When adding a task, the Notes field is very helpful in allowing us to add in details about that task. However, when that task is saved, it automatically double-spaces everything, making it extremely difficult to use this field for anything other than a paragraph. Lists, etc. are all formatted with that additional space and therefore not very helpful in this format. How it looks when editing the Notes: How it looks in the actual calendar when saved: It would be extremely helpful if that automatic formatting was removed so this Notes field on Tasks could be more versatile.

Great minds think alike

Total Invoiced field in Deals should total all invoices linked to the deal

Delete Historic Sequence Data

Cloned lists should inherit saved columns

ReCaptcha

Split Deal Amount by Month

Relative date field filters on advanced reports

Increase Rows Per Page in Table Reports

Add custom Sender proporties

Option to have all associated contacts delete when a company is deleted

Formatting Options for Task Notes

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