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SHolley · ‎oct. 17, 2022

When viewing task lists and a list of deals it would be nice to be able to sort by all of the primary heading fields listed. For example, when reviewing tasks and deals it would be helpful to be able to view deals and tasks grouped/sorted by company name.

SHolley · ‎oct. 17, 2022

The best practice at our comany is to ALWAYS have a company and contact associated with a deal. Because these associations are not required at deal creation it makes quality control difficult when rolling HubSpot out to a large user group.

JGould · ‎oct. 17, 2022

On the desktop version of Hubspot, you can pin a note to the top of a contact file. However, you cannot do that on the mobile version. It would be very helpful to have this feature.

EOReilly · ‎oct. 17, 2022

Be able to tag social posts to organize content and allow for better analysis of how certain types of posts are performing.

JGould · ‎oct. 17, 2022

There is no way to access Files from the mobile Hubspot App. It would be great to have access to this so that we can upload training content for our team and be able to easily share this on the go or in the office when needed.

leechen · ‎oct. 17, 2022

Hey Team! Posting on behalf of a cust here: Requesting to be able to remove X number of characters at the start or end of a property. At the moment we're only able to retain X no. of characters to the left or right of a property but would be ideal if we could do the following: Old value - (1234567) 17 Days of Holiday! New value - 17 Days of Holiday! Thanks team 🙏

QPatrouillard · ‎oct. 17, 2022

Development took out this function mid-October and this has become a burden for Sales Team or anyone making Quotes This function existed for a few months and suddenly was taken out now creating more work for the user by having to find his specific quote on a GENERAL Quotes page. As a user, our whole team is expecting this to revert to what it used to be where we can EDIT a quote on a Deal page. Thank You

CSchulte5 · ‎oct. 17, 2022

As a workaround for my staff, I created marketing emails to update our customers when their ticket status is changed. While this is helping a lot, I'm noticing these emails don't show up on the customer portal where the one-to-one emails do. I think it would be wonderful for the customer to see these (even if they were in a read-only format). We have circumstances where Organization Tickets are viewed by many and it can be easy to forget the status of tickets beyond simply open or closed, or other pertinent information that would have been passed along in a marketing email.

IZoubeidi · ‎oct. 17, 2022

Hello everyone, I found that conditional fields do not exist. We are forced to create a conditional section to display a field dependent on another. I think it would be interesting to have this feature for organizational context

1stClaas · ‎oct. 17, 2022

At the moment, we can only decide that generally all new contacts become a marketing contact or not. However, as a SAAS company we decide via lead forms that some companies (mostly trials) become a marketing contact. However, once customer, over time they might create new contacts on our app that will not show up as a "lead" and we want them to become a marketing contact too. On the other hand, in the trial stage only the one lead that signed up is a marketing contact, not the contacts the lead creates through his trial account in our app. Hence, currently we do not see any way to prevent specific contacts created to become a marketing contact.

Les grands esprits se rencontrent

Make All Fields Sortable in Task and Deal List Views

Make Company and Contacts Association Required at Deal Creation

Mobile App Note Pinning

Social post tagging for analysis

Accessing Files on Mobile App

Workflow Formatting: Remove first/last X number of letters

Re-Implementing the "quote & Edit" Button on the quote for a Deal

Marketing Emails on Customer Portal Ticket Thread

Feature request: conditional fields

Create workflow to decide about marketing contact

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