HubSpot Ideas

Eternal_Warrioz

"Allow your Customers to view any tickets that are associated to any Deals they are connected to"

This Idea would specifically be for the Customer Portal in relation to the Ticket Permission Settings. 


The Idea:


Provide an additional option on the Ticket Permissions to allow the Customer Portal to also display tickets created by any Deals that they are associated to.

 

E.g. Instead of this:

Eternal_Warrioz_0-1684847216662.png

 

The new options would be something like:

  1. Allow your customers to view only tickets that their contact is associated with
  2. Allow your customers to view any tickets that their company is associated with
  3. Allow your Customers to view any tickets that are associated to any Deals they are connected to

 

The Justification for the Idea:

 

Our B2B business model operates within two key categories - End Users of our Product and Partners (as I am sure it is the same for other HubSpot Customers).

The Partner Model requires us to work on a 1:1 Deal = Project basis where multiple contacts from different companies via association labels will work to and assist on a particular project. 

 

Not every contact within a Company will want to see tickets relating to a seperate project with another company but will want to see any tickets created / relating to a specific Project and or Deal.