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To add an option as hourly under billing frequency.  ... Mostrar más

It would be helpful for the custom reports to link the deal name property (when used) to the deal. This currently is how it works for standard reports, just not the custom ones built from scratch. This is also the same use case for tickets.   Linking to the deal/ticket, is more efficient if needing to update or close the deal/ticket information.  E.g: I am creating a report to show all stalled deals/tickets in a stage, it would be helpful for us to then click into the deals/tickets we want to investigate or update etc.     ... Mostrar más

Recently, the "created by" field was removed from tasks. We rely on this to see who assigned the task and know who to respond to. Please add this field back to the task. Old view (this particular example was created from a workflow so there is "no owner", but it was the first example I could find that showed the field. New view shows "assigned to" instead, but this information is already located at the top of the task   ... Mostrar más

We are a tech company and create hundreds of knowledge articles for our clients. Many of our knowledge articles are very similar (only differ in title and tags, for example) and it is time consuming to create a nearly identical knowledge article each time we need to create a new one. We would save a lot of time if we could just clone one of our existing knowledge articles and change the one tag that is different, and then publish that KA.   Examples of this feature are also in Hubspot, but are only available for files and landing pages, etc., not for knowledge article pages.   ... Mostrar más

We need to connect Hubspot with JumpCloud via SCIM to automate user management. At the moment it is a pain as Hubspot neither offers JIT. Every user needs to be created manually and the only option Hubspot offers is SSO login. To automate user management it would be really helpful to have a connection between IDP and Hubspot via SCIM. Also with auto setting team and permission settings related to the user group sent from the IDP. ... Mostrar más

It would save a lot of time, list management and custom reports if you could add contact properties as columns in a company list and company properties as columns in a contact list.   In order to easily manage contacts and companies from one list. (For example all September webinar subscribers) you now need to create two lists, one on contact level and one on company level. This is because you cannot add company properties as a column in a contact list view and vice versa you can not add contact properties as a column to a company list view.   The workaround here is to create a table report showing contact and company information in the table columns. However, this is not what reporting should be used for. And also, reports have much more delay than lists. ... Mostrar más

Hi, I think it would be a great idea to be able to change the second sequence title. I see the system keeps the subject line the same but since I am putting a twist on the email, I would like to change the subject line as well.  Thank you, Janie ... Mostrar más

I'm trying to run a report capturing all the contacts that have a note containing a specific key word. In addition to filtering by note content/keyword. I would also like to be able to report on and filter by the date of the note in question.   These are the report filters that I set:   What if my"packet"note was not created/updated in the last 365 days, but some other note within the account was? This filter seems not specific enough to my cause.    Also the "updated in the last" and "NOT updated in the last" doesn't even seem to work - in the "activity time" column in the report results, you can see two future dates showing up , 7/20/2022 and 8/10/2022. I would have assumed that those would have been excluded by my "NOT updated in the last" parameter of 20 days, but apparantly this parameter doesn't account for future dates.    These are the table values I am showing:     For the second entry, Kevin, there are actually 3 tasks in the contact record with the term "packet" in them. One of the tasks, dated 12/14/2021 mentions "packet" in the description. That seems to be the only one appearing here. There are other tasks with packet in the title, dated 12/15/2021 and 2/3/2022, that are not showing up on this report.   For the third entry, Brian, there is a task due 7/20/2022 with "packet" in the description.   For the 4th entry, Doug, There is a note dated 6/8/2022  which mentions "packet" and also a task due 10/10/2022 with "packet" in it. The task, not the note is the one showing up in this report.   I don't understand why this report is spitting out the data the way it is.   I also know there are many more mentions of "packet" within contact records.  UPDATE: I since updated my first set of filters to expand the reach as best as I could tell (see below), but  only captured one more result.     ... Mostrar más

Our biggest client previously used Dynamics before migrating to HubSpot. Despite all the benefits they have not that they did not imagine before, one very problematic thing for them is not being able to search on more than the two default properties in Deals.    A common scenario occurs when there is a new prospect or lead coming in from the website from a new name at one of the accounts they own. Previously they could search the company name or other property they already knew about the account to (for example) see what products they already purchased and when.  We are not creating reports for them to do this, but the response is slow and it is very cumbersome for them to do this with multiple clicks moving outside of Deals. Personally, I found it odd that some objects have many properties indexed and others, like Deals, only two.  ... Mostrar más