2 Accepted solutions
Service Object Enhancement
SOLVEHey @DKahlon! A while ago HubSpot refreshed their platform, removing the original Sales, Marketing, and Service tabs from the menu.
Instead of grouping the features by hub, they know group them by function. Tickets and Inbox, for example, now live under the CRM tab.
The Knowledge Base is under the Content tab.
And lastly, the Chatflows and Surveys now live under the Automation tab.
Use the new Bookmarks feature to easily find your most commonly used tools!
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Service Object Enhancement
SOLVEHi @DKahlon,
You're correct, the Services object does not yet appear in the navigation. You either have to access it through the index page dropdown...
... or through Menu > Data management > Data model.
I assume that's because this feature is still in public beta and will soon move into the navigation for more easy access.
As far as automation goes, you should see service-based workflows – but yes, beyond that, actions are limited. There is no way to associate a services record upon the creation of another 'core' object record and the associations beta does also not apply. Again, this is likely due to workflow associations being in beta, too.
If you want to flag this with the product team (although I'm sure they're very much aware of it), you can do so in the HubSpot Ideas section of the community: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas
The product team reviews this feedback based on its popularity.
I would assume we'll see these changes shortly. These features are simply very new and not yet fully fleshed out.
Hope this helps!
| Karsten Köhler |
 | Did my post help answer your query? Help the community by marking it as a solution. |
Service Object Enhancement
SOLVE
Service Object Enhancement
SOLVEHi @karstenkoehler & @EmmaAtKiwi
I'm referring to the service object shown in Picture 1. It is located in the Object Library. Currently, we have decided to use it, but it may be under development or something else since I am unable to find it within the Navigation Index (see Picture 2).
The only way to locate it is by searching for the object through contacts, companies, or deals, and it will take you there (see Picture 3).
Additionally, there is no automation available to automatically associate any object with the Service object. It would be beneficial to have this automation in the future as I am trying to associate tickets with the Service object.
I'm referring to the service object shown in Picture 1. It is located in the Object Library. Currently, we have decided to use it, but it may be under development or something else since I am unable to find it within the Navigation Index (see Picture 2).
The only way to locate it is by searching for the object through contacts, companies, or deals, and it will take you there (see Picture 3).
Additionally, there is no automation available to automatically associate any object with the Service object. It would be beneficial to have this automation in the future as I am trying to associate tickets with the Service object.
Regards, Davinder
Service Object Enhancement
SOLVEService Object Enhancement
SOLVEHi @DKahlon,
You're correct, the Services object does not yet appear in the navigation. You either have to access it through the index page dropdown...
... or through Menu > Data management > Data model.
I assume that's because this feature is still in public beta and will soon move into the navigation for more easy access.
As far as automation goes, you should see service-based workflows – but yes, beyond that, actions are limited. There is no way to associate a services record upon the creation of another 'core' object record and the associations beta does also not apply. Again, this is likely due to workflow associations being in beta, too.
If you want to flag this with the product team (although I'm sure they're very much aware of it), you can do so in the HubSpot Ideas section of the community: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas
The product team reviews this feedback based on its popularity.
I would assume we'll see these changes shortly. These features are simply very new and not yet fully fleshed out.
Hope this helps!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
Service Object Enhancement
SOLVEHey @DKahlon! A while ago HubSpot refreshed their platform, removing the original Sales, Marketing, and Service tabs from the menu.
Instead of grouping the features by hub, they know group them by function. Tickets and Inbox, for example, now live under the CRM tab.
The Knowledge Base is under the Content tab.
And lastly, the Chatflows and Surveys now live under the Automation tab.
Use the new Bookmarks feature to easily find your most commonly used tools!
|
Service Object Enhancement
SOLVEHi @DKahlon,
Is the service object a custom object that you created in your portal or are you referring to the Service Hub? When you say it's missing from the index page, what exactly are you referring to – the menu in the left sidebar?
Features typically disappear for the following reasons:
- They've been removed from your HubSpot portal by a user. (Is there a chance someone simply deleted the custom object if we're talking about the custom object? What do you see in the custom object settings? Please share a screenshot.)
- You lack the permissions to access the feature. (Are you a super admin? If not, can you ask a super admin whether they can see the custom object / Service Hub alright? If so, your permissions would have to be adjusted.)
- You downgraded and your new subscription level does not include custom objects anymore (below Enterprise). Which subscription level are you on exactly?
Best regards!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
