Las grandes mentes piensan igual

When adding a line item to a quote, I'd like to have the option of searching for our product using the "Description" field. As of now, I am only able to search for the product using the "Name" or "SKU".    I understand this feature is available when you're in the "Products" page. Due to not having this option, I use two separate windows - one for the "Products" page to search for my product description and another for "Quotes".   Product searched limited to "Name" and "SKU" fields. Is it possible to add the "Description" field?   ... Mostrar más

In our HubSpot account, we have the same properties across multiple object types (e.g. segment). It would be super helpful if these properties were 'conditional' and could sync up with one another without the use of a workflow.   For example: the company object is our 'source of truth'; so if the segment on the company object changed values - it would automatically update the segment property on associated deals and contacts without a workflow enrollment. This would mitigate room for error and I believe many accounts would find this feature useful ... Mostrar más

We need to arrange contact views by their type. Right now, we can set views by teams or for everyone. But for Super Admins or those managing multiple teams, seeing contact details that match their specific types (like Marketing or HR) is crucial. Each type has different info needs, so customizing views accordingly is really important. ... Mostrar más

I want to by default sort deals that appear on a card I have in the overview tab on the Company record layout.  I am wondering whether there is a way to set default sorting (e.g. so that they appear sorted by close date by default).   I know users can sort when viewing the card but I would like to make sure that when it first loads the records are sorted by a specific property I set as an admin ... Mostrar más

This would greatly help with the SFDC integration. A validation rule, or restriction that would allow admins to restrict the number of associated companies per contact and force a new contact to be created if a the contact has a new email/domin, etc.  ... Mostrar más

The current invoice format does not allow for the address of the company sending the invoice. This would be helpful, as most account receivable departments at the customer will need the address of the invoicing company for a multitude of reasons, e.g., to follow local and state tax regulations, if they will send a physical check, where to send a 1099 if applicable, etc. ... Mostrar más

HubSpot automatically logs out users after 24 hours of inactivity. Most of our platforms and tools log out users overnight with no activity. We would love the ability to customize this idle period to better align with our security policies. Thanks! ... Mostrar más

I recently transitioned from a different CRM to HubSpot and am quite impressed with its desktop version for its intuitiveness and ease of use. Unfortunately, my experience with the mobile app hasn't been as positive, leading me to uninstall it and instead use HubSpot through a mobile browser.   There are two main issues I encountered with the mobile app: 1) The app doesn't allow customization of the deal layout, which makes accessing needed information challenging. The data is scattered, making navigation within a deal frustrating. According to the support team, there's no workaround for this limitation.   2) While the app displays deals in a "pipeline view," I prefer a "list view" to get a comprehensive overview. Regrettably, the mobile app doesn't offer the option to switch to this view.   Solving the issue would make my life way easier. Thank you. ... Mostrar más

As with some other properties, it is possible to refine the filters with dates.    It would be an excellent addition to be able to filter who enrolled in the workflow in a given period from within the list creation process.    In some cases, we are looking to know who enrolled during a particular period and see what properties were updated from that specific workflow in a given time. ... Mostrar más