We can't search for an contact that has more than one skill, like two skills. Only any of ... . If we want to search for someone that has .net and react for example. We see all the people with react and all the people that have .net, but not combined. We would like a filter option for that.
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If you were to receive a data subject request on what data you hold on them, currently you will have to download all contact information and then filter their data. Which is manual, will be great to have a print/export individual data subject data like we can delte them using GDPR functionality quick and simple.
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A company can have multiple deals (for example, 10 deals). The first deal is always "new" (deal type). And the 9 subsequent mails are "existing" deals. However, this cannot be solved through a workflow because in this way all associated deals under a company are enrolled. All 10 deals are therefore set to existing, while the first one is new. S o I want to show in a automated report that a company has concluded 10 deals of which 1 deal is new and 9 are existing. Manual conversion is not a solution. Do you have a workaround for this? A "subsequent deal" property would be a solution, but it is not there now.
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For: Support and Sales Description: Intercom conversations logged with the integration are currently pushed at Contact level. For companies working at Company level, these are not shown, even when there is a Contact <> Company association. Value add: get overview of Intercom interactions from a company. Example: a company starts a trial. Sales plans on reaching out, in the meantime Support has a conversation on Intercom with a person from the company. Currently Support needs to write down / add the conversation link at Company level to notify Sales. With this improvement you eliminate that extra work.
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I have an idea. Make upvotes actually have a point! HubSpot should commit to action any community request that hits a set volume of upvotes. You like gamification - this should be right up your street. Presently the idea of upvotes is like the close door button in an elevator, gives the person pressing it the illusion of control, when in fact it is a pacifying device. Or is HubSpot the Ford of SaaS - you get what you are given or shop elsewhere?
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Could we customize the subject of the email sent automatically when someone fill in a form please? For example "First name Name has just been added to Company" This would allow us to capture at a glance the impact on our follow-up without opening the email. Thank you! Julie
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I think it would be great if there were tabs at the top of a ticket to switch between contacts/email addresses. Eg. Within 1 ticket I might be emailing the client and also a supplier. If I've been corresponding with 1 for a while and then need to refer to an old exchange with the other, I have to scroll down and hunt for that email which is not always easy. If I could select a tab for that particular correspondence, and then, switch to another tab for the correspondence with the other contact it would be much more efficient and easy to navigate.
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Would be great if there was some way to indicate if someone else is in the same ticket. Usually users manage their own tickets, but if someone is away anyone may be working on that persons queue and there is no way to know if someone else is already replying to an email and performing any other activity in the ticket. This happens a lot. Ideally there could be a pop-up in the ticket to show that someone else is in it.
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Currently the search function for tickets only displayes results based on the name of a ticket. Quite often when searching for a ticket/email the title is not known, which leads to frustration. The solution I have found is to search via contact information on the contact page instead, however I wonder if it would be possible for the search funtion to also search the content of the ticket/emails. 2nd to this, and perhaps more viable, is the ability to search for email content from the "search activity" field within a ticket (see screenshot below). Currently this only searches for email titles, but this is not often helpful when all the emails have the same title. It would be more efficient if it could search the full content of the emails in the ticket.
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I would like the format of the default sales forecast graph ie. a single horizontal stacked column with a total showing at the top and the sub-totals showing when hovering, to be available as a format option for custom reports on the sales dashboard. Currently the only available options that are semi-suitable are the traditional graph format with multiple vertical columns and axis (and no total showing which is pointless for a forecast) or a pie chart, where you have to hover to see the total and looks messy. I checked with support and they said the default format is not available for custom reports. Could this be added as a format/display option in the report builder?
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