Gute Ideen sollten geteilt werden

Right now there is little to no customizability over how an email constructed in the drag-and-drop editor renders on mobile (aside from the "Show as maximum width on mobile devices" toggle for Images).   One huge improvement would be providing the email creator the ability to specify the mobile sort order of content contained in a multi-column content area. For example, in a 2 column content area, if an image occupies column 1 and text occupies column 2 -- we want the Text to precede the image when the email is rendered on mobile.  This is not currently possible if the email is built in the drag-and-drop editor.   desired functionality   Desktop: Sunglasses Looking for stylish and functional sunglasses? Check out our latest addition! Made with high-quality materials and polarized lenses for UV protection and color clarity, these sunglasses are perfect for any occasion. Order now and elevate your style with our sleek and timeless design!     Mobile: Sunglasses Looking for stylish and functional sunglasses? Check out our latest addition! Made with high-quality materials and polarized lenses for UV protection and color clarity, these sunglasses are perfect for any occasion. Order now and elevate your style with our sleek and timeless design!   ... Mehr anzeigen

Posting on behalf of a customer as they noticed that the deal Kanban (Board view) and Deal List view have different ways of selecting saved views.   For board view, it is a dropdown select option whereas for the list view, it is through Tabs. (please see attached screenshots)       Use case: Customer is the CRO and mentioned "We use both types of views (lists view and board view) all the time. One (board view) is to see weighted values and a visual. The other list view to see more data like next steps, last touch, last activity, etc." (continued) "it shouldn't require reselecting or a different UI selection when switching to different reps' pipes as the CRO. We have many pipelines and this UI challenge is relevant in this category - it is a pain to have to toggle or select different things depending on the view. this is counterintuitive and not good UI design." Either - add tabs to the board view, or add a dropdown select to the list view. Hopefully this is something the team can look at revising in the future. Thanks! ... Mehr anzeigen

I think it could be beneficial if there was a warning that could pop up before a user deletes any sort of necessary variable in the code of a template.   I made the mistake of going into one of our templates to make edits to our email footer, and deleted what I thought was repetitive text. I'm not well versed in code, so a warning of what I may be doing to my email template before I delete certain code would be super helpful. Not sure if it matters, but this was on a custom template that my company purchased from an outside agency, through hubspot. ... Mehr anzeigen

We would love the ability to hide/show columns when looking at the deal board view.    OR even if we added filters to hide all closed/won deals-- would be awesome if the kanban style visualization automatically new how to hide column.    In other words we'd love a way to hide the Lost/won columns and justfocus on the closed one. The other two columns can be sometimes irrelevant and distracting.  ... Mehr anzeigen

I've set up some company short names. The long name is now in the main Company Name field. I search for the short name of the company. No company found.. 😞 Wah wah wah... Come on HS, this is brain-dead. Obviously users searching for an object want to be able to use either Long or Short name to find that object. Please fix this, asap.   ... Mehr anzeigen

I'm not sure of the 'technical' word to describe it (maybe an array??) but I have a use case where I need to ⚡️ dynamically ⚡️ create more than one custom record with a Workflow, based on a number field set on a Line Item.   For example, if a user sets a number field on a Line Item in a Deal to "15", then I would like 15 x (custom) records to be created, all relating to that specific Line Item.    If the user chose 50, I'd want to create 50!    I have a workaround that will work for 10-15 records, but it's going to become unmanagable once we reach 15+ records.    I am sure there's a technical "developer code" 'way to do this, but my client is keen to do this with point-and-click functionality to allow for maintenance. I suspect you may be able to do so with Operations Hub, but they have already invested in Sales Enterprise so would anticipate this type of functionality being included in an Enterprise-ready CRM.  This type of feature is available with Salesforce Flow, I believe, where you can dynamically create # records based on the input from another related record.    Please feel free to add the correct terms if you know what I'm looking for and I perhaps haven't articulated perfectly 😄    Look forward to your support if you see the value in this Idea too 💡 ... Mehr anzeigen

Hubspot playbooks are becoming a central piece of how we use the Hubspot CRM.    You cannot attatch documents to them though....and the file property type when embeded as a question is for some reason not allowing for file uploads. . .    This is a major issue when we want reps to upload agreements and plans through playbooks! (as actual files not just links)   Google drive links are inferior some times for the more formal document types.  ... Mehr anzeigen

Hi Team,    Submitting on behalf of customer    The customer would like to see a feature for bulk deletion of emails for contact with multiple emails   Currently, the user will need to go into the contact record and delete one email at a time and it can be rather tedious if the contact has a lot of additional emails for deletion - usually due to cookie matching form submission that wasn't intended to happen so to correct such an error, it can be rather tedious.  ... Mehr anzeigen

Who: marketers building multi-step journeys Goal: be able to pass information through URL parameters for forms to catch it, when no other connexion exist between records that need to remain related/be updated. Value: Less dependability on integrations, better ability to keep information related to specific records Examples: regular HTML forms ============================================ I would need to be able to pass information from a page to a form using URL parameters, and then catch that information in a hidden form field. For example, to be able to link a specific form submission to a specific record, I need an exact record ID. If I could pass that ID in the URL from the previous page and have it in the form, I could then use a workflow to do all the necessary data manipulation.   An exact example would be something like: Click on a button (with dynamic URL containing deal ID) Sends to mywebsite.com/formABC?dealID=12345678 "dealID" is automatically inserted into hidden form field "dealID" "dealID" is then saved to the new contact that filled the form, and we're now able to associate the form's information to the proper deal. There are multiple challenges here, but the biggest ones are the following: The person filling the form is likely not the same as the person already associated to the record (i.e.: a deal / a quote). Therefore I cannot rely on the email address (and not even the email address' domain name) The company of the person filling the form might not even be the same as the person associated to the record. Therefore I cannot rely on that neither. There could be multiple deals/quotes associated to one or both of my involved contacts, and I need to associate the form's information to one specific deal/quote record. I do not know if this doesn't exist because of security issues or other reasons, but I know it is something we can otherwise do with non-HubSpot HTML forms in general. ... Mehr anzeigen