Grandes mentes pensam igual

MMuldoon · ‎jan 18, 2022

Hi! Currently in the description of line items that gets populated into a Quote Line Item Table is only plain text. It would be great to be able to have text formatted as a hyperlink so we can point to more detailed information about a line item elsewhere. Thanks, Mike

rfernandes1994 · ‎jan 18, 2022

We want to be able to make the opt-in mandatory as we can on our forms, but there doesn't seem to be a way to do this. Here's an example of what I mean.

KKillius997 · ‎jan 18, 2022

Please make it visible on the contact level when they click on the meeting link-especially if they do not schedule. It would be so valuable to have this reportable to sales reps for reach out.

CScavone · ‎jan 18, 2022

Allowing for an additional feature that would allow users to store PII. We are in the financial services sector and using hubspot as as CRM is limited due to the fact we cannot store common information that we need such as our clients account numbers and SSN's.

andrdan · ‎jan 18, 2022

Hi, We added a field (e.g. "information") in the Deals section where one adds flow text with additional information linked to the specifics of the deal. This was also done with the idea of logging this information similar to tags. When using the account-wide search (via spyglass in the top-right corner), no results are shown based on any word used in such fields. This is quite frustrating and makes no sense that those fields are not included in the account-wide search function. It would be great to have this amended! thanks

DHolmes4 · ‎jan 18, 2022

When an internal email is sent out for email notification via a workflow, this sends an email for each customer in the workflow. We would like the option to send an internal email once, rather than numerous emails to advise the workflow has been successfully executed.

LGostasson · ‎jan 18, 2022

Today, you can create for example a LinkedIn post and choose to add to also post it on Facebook or Instagram. But if save the post as a draft before I ad another social media, this cannot be done when going back to edit the post. I find this rather strange that you lose this function just because I saved a draft. Would be great to be able to have this function also when editing a draft.

Bri_Man · ‎jan 18, 2022

One of the areas that as been a bit frustrating has been using differet criteria to filter lists, especially where using OR operator criteria is a bit cumbersome. I would propose to allow for filter rules similar to those in the HubSpot report builder (or similar to the Filter Logic in SFDC, for those that are familiar with that CRM). See image below for what I mean about the filter rules that are avaible in the report builder. The value added would just be time savings and less general frustration with list building. Thanks.

BAnantatmula · ‎jan 18, 2022

There are a set default roles which will be recommended by HubSpot while creating a new user. Those default roles come up with predefined permissions to access various features of HubSpot according to the user title. However those "Default Roles" are only available while creating new users in HubSpot. But, while editing the job roles and permissions of existing users in HubSpot, we do not have access to those "Default Roles" we have to choose the "Saved Roles" created in prior Hence we request you to give access to "Default Roles" to existing users during the time of editing

JaneMoore · ‎jan 18, 2022

Currently you only have the option in HubSpot settings to either grant or not grant social media access. This should be further defined by team, buisness unit, brand or country ... etc. Use case: A portal has several countries each with multiple brands and team leaders per country. Each country has a person who posts to social media and therefore has access to the tool. However, they have access to ALL connected social platforms for all brands and countries - it is therefore very easy to accidentally post under an incorrect country or team's social platform. Only the Super Admins (or other defined user role) should have the 'master' access to see all platforms across all brands and countries.

Grandes mentes pensam igual

Clickable Links in Line Item Table

Make opt in on document sharing mandatory

Meeting Link Report

Offer Encryption to Allow for PII Storage

Account-wide search

Workflow Internal Notification

Make it possible to ad another SoMe account to a draft

Improve filter criteria logic for lists (and other places where filter criteria logic lacking)

Availability of "Default roles" along with "Saved Roles" for existing users

Additional Social Media Permission Settings

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