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kstansfield on February 13, 2024
jsut tried the business card reader for the first time and it is very good but it does not pick up the address or allow multiple phone numbers is this something that needs to be done after or can it be configured
1 upvote
3 Replies
Most Valuable Member | Elite Partner
February 19, 2024 09:20
Hey there @kstansfield . As I understand the mobile app, we can't change what it's importing. I looked in settings on my phone and in my portal, ...read more
Solved
CraigObee on February 08, 2024
We have found that since implementing conditional logic into our deal pipelines, Hubspot users that sue the Mobile App can bypass required properties that show up based on conditional logic configuration. We can replicate the issue every time. read more
2 upvotes
2 Replies
Accepted Solution
Hall of Famer | Partner
February 08, 2024 11:46
Hi @CraigObee , This is correct and currently expected behavior, see the yellow box in this article: https://knowledge.hubspot.com/properties...read more
Solved
CReed4 on February 07, 2024
We are looking to use playbooks, mostly the ability to have a checklist, in the mobile application but it doesn't seem that is possible. Anyone else running into this issue? Any work around for providing a strandard checklist to follow and assoc read more
Accepted Solution
Contributor
February 07, 2024 14:57
Hi @CReed4 , Unfortunatley Playbooks are not available in the mobile app. I had a similar issue with a client recently and the workaround that w...read more
Solved
CReed4 on February 07, 2024
We are looking to log meetings for companies in the mobile application but you can not do this, anyone else have this issue? You can log meetings on the web for companies, and can log meetings for contacts in the mobile app, anyone know why that read more
0 upvote
3 Replies
Accepted Solution
Most Valuable Member | Diamond Partner
February 07, 2024 15:43
Hi @CReed4 happy to help with your question about logging meetings to Company records from the app. To confirm, I was able to log a meeting t...read more
Solved
ojobson on January 22, 2024
How should I create a QR code to be scanned by the HubSpot Mobile App that will import vCard data into the CRM? Is there a standard for doing this? Is there a HubSpot support article for how to structure the data? I've only used QR codes for read more
0 upvote
3 Replies
Accepted Solution
Top Contributor | Elite Partner
January 22, 2024 09:07
Sorry, so the QR code scanner is live - the abilty to import vcards is not, I don't think! There are a few third-party apps out there that can turn ...read more
Solved
MStrebor75 on January 18, 2024
So am i missing something? I set up all of these COnditional Stage Requirements but they don't show up in the App. This is causing a mass amount of missing and needed data. Why would this not be synced?
2 upvotes
4 Replies
Accepted Solution
Most Valuable Member | Elite Partner
January 19, 2024 08:46
Hi @MStrebor75 - I see what you're talking about. I tested this (I don't create Deals in the mobile app normally) and can see the conditional logic...read more
Solved
DOMMA on January 15, 2024
Is there an App that would make it possible to convert my meeting notes, taken with a pen on my tablet, to a Hubspot contact. I would like to convert my sales meeting notes to the Notes field on Hubspot. Any help would be appreciated.
1 upvote
6 Replies
Accepted Solution
Most Valuable Member | Diamond Partner
January 17, 2024 09:26
@DOMMA completely understand manually transferring the notes is less than ideal and very time consuming, hopefully @mikebrown can share more insi...read more
Solved
PBálint on January 12, 2024
I got an iPhone 6 for work and I am trying to download the HubSpot app. I set the device up today (cache was cleared before), updated the system to iOS 12.5.7 and have 56GB of storage available. When I go to the app store, the app does show up read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
January 15, 2024 03:51
@PBálint wrote: I talked with Apple customer support too, and they said the problem is on HubSpot's end in the app library of the App store. ...read more
KrisKris on October 25, 2023
Hi, I have not been able to locate a setting to enforce entering a passcode og using biometric login when opening the HubSpot mobile app. I am a bit puzzle that this feature is not available in the mobile app and can be enforced by an admin set read more
1 upvote
2 Replies
Participant
October 25, 2023 04:29
@Jigar_Thakker Thanks for your quick reply. Yes, I am aware of two-factor option and it is aready set up. Unfortunatelly, that doesn't really s...read more
JCraft2 on August 16, 2023
Can someone please explain to me the purpose of permissions if they don't transfer to the mobile app? I have limited the ability of users to create companies, but that limitation does not apply on the mobile app!! This should be a basic functionalit read more
0 upvote
1 Reply
Community Manager
August 16, 2023 17:10
Hi @JCraft2 , Thank you for your inquiry. Currently, we do not have the option to transfer permissions to the mobile application. Howe...read more
Solved
TWallen on July 20, 2023
The mobile app's interface for creating a deal does not let you search through the options in a drop-down select property. Our organization has ~30 offices with ~7 orgs per office. Each organization is added as drop-down option to a custom prop read more
1 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
July 21, 2023 00:11
Hi @TWallen , You're correct and you're not alone. Other users have already requested this: https://community.hubspot.com/t5/HubSpot-Ideas/Se...read more
Solved
DarrenScottUK on July 08, 2023
Within the app how does a user set the meeting outcome for a meeting which was synchronised from the users outlook calendar? On the desktop site the user has to select actions then edit and add notes but on the app there doesnt seem to be a way to d read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
July 08, 2023 11:48
Hi @DarrenScottUK , This isn't possible, correct, but luckily the HubSpot product team is planning to introduce this: https://community.hubsp...read more
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