Great minds think alike

Hello!  We have encountered this issue of not having the possibility to hide or show specific properties for specific teams on the popup to update properties when moving pipeline stages.    Our goal is to be able to display properties that are important for some markets but aren't for others. Having a personalized view that aligns with the specific market interests and needs.  What your feature allows us to do at the moment will have a negative impact on productivity since we will be displaying properties that are not relevant.    The problem applies to both the service pipeline and the sales pipeline.    Please make this development as I'm sure it will be important for other clients too.  ...read more

I have found a bit of a frustrating issue when building custom reports where you wish to show a list of leads (for example). It would be great if the list could be sorted on newest to oldes by date, and by time of day at the same time. Right now you have to choose between one or the other. Meaning that if you generate a lot of leads each day, the report quickly becomes challenging to handle and you do not see the actual newest lead at the top of your report.  ...read more

Hello!   My problem is being able todirectly email contacts from the deals board view , rather then being directed to compose an email in a new tab from your personal inbox. Then you have access to all your templates.    Right now if you go in to deal board -> Then click on a deal so that it opens in preview and click on the contacts mail, it opens in a new tab.   But if you leave the deal board view and goes in to the contact record and the click on the contacts email from there, it opens directly in the Hubsport CRM. This I want to apply on the deal board view also.     ...read more

I'm an Ops and I create bulk business through lists. I need this to be able to remove multiple contacts from a single company and avoid creating duplicate deals. Today, I end up having to export to sheets, manipulate and then import again to achieve this.   ...read more

On the ticket object, it would be helpful if there was functionality that automatically identified any potential duplicate tickets.  This would avoid multiple people working on the same request.  We previously used Sales Force and an app by Internet Creations "Case Merge Premium"    Duplicate cases are known to wreak havoc. When there are multiple cases for the same issue, agents waste time trying to find the information they need to help the customer. Not only that, but more than one agent might spend time troubleshooting the same issue. If a customer gets multiple responses from different agents, it creates an inconsistent customer experience and looks unprofessional. It's frustrating for everyone. It was a game changer for our Service Team.  ...read more

Would love to see a workflow filter that allows you to prompt an action based on time spent on a page. For example, we want to send an automated email to all contacts who visit X page of our website. Of course it's possible that some contacts will hit that page by accident or others will visit that page, decide they aren't interested, and leave the page after 30 seconds. It'd be great, to ensure the email is going to contacts who are actually interested in what's on the page, to be able to trigger the automated email to send after a contact spends 1.5 minutes or more on the page, for example.  ...read more

It would be great if our new all-in-one mobile app could offer offline access so that users could access and update their information when on the go or without access to an internet connection. ...read more

The default modules are too generic and offer to much style customization. It would be great if an admin can disable some or all of the default modules and then display custom modules they create.   This is something that could also be apart of a theme as a setting file. - Allowed default modules - Allowed default tinymce rich text editor options ...read more

It would be nice to have a section in the lists where to put a description of it. ...read more