Tickets & Conversations

JBailey6
Member

Ignored community conversations

SOLVE

Problem: When viewing tasks, there is no option to filter the associated companies State or Region. This has been requested multiple times over the years with no response from HubSpot.

 

01/21 Request - No Response

03/21 Request - No Response

09/21 Request - No Reponse

02/22 Request - No Response

06/22 Request - No Response

 

JBailey6_1-1708646709673.png

 

For cold-callers, it is a lot harder for them to follow up on their tasks if they have to individually go into each record to see where the business/contact are located. This is important because we don't want to call them before or after hours.

 

Attempted fix: I'm going to look at creating a workflow to link associated companies state/region with the contact time zone.

 

Going forward: I think if hubspot wants to have a community and create discussions around how to improve their software, they should pay more attention to these conversations. If repetetive requests have been made by users, a reason for not implementing should be posted, or in the thread as a response. This would engage community members, save them time, and potentially improve hubspot going forward.

0 Upvotes
1 Accepted solution
Jnix284
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Ignored community conversations

SOLVE

Hi @JBailey6 while I can't speak to why there hasn't been an update from HubSpot on the previous idea requests, one thing I've learned about the community is that creating multiple idea posts for simliar ideas can prevent it from receiving enough upvotes which is what the HubSpot team uses to prioritize requests.

 

If the 5 people who created the duplicate posts would have upvoted and commented on the first, it would already have more traction than multiple posts combined.

 

One thing you could do would be to comment on each idea with a link to the first to encourage everyone to upvote and share their feedback on the original - I'm not sure if Idea posts can be merged ( @DianaGomez might know the answer to that).

 

I completely understand your frustration with not being able to organize tasks by location.

 

I have run into this many times over the years and have implemented a workaround solution:

 

1 - create a filtered contact view based on location (state/country/time zone) to make it easy to review and bulk create tasks.

 

2 - create a Task Queue for each location/time zone, for example "US Central" "Europe" "APAC" etc.

 

3 - when tasks are created on the records, via bulk action, or workflow, add them to the corresponding Task Queue

 

4 - Reps can now select the location-based task queue based on the time to process tasks for that location/time zone only

 

As I mentioned, this is a workaround, it's not ideal and it is a pain point for many users.

 

Perhaps one of the HubSpot Community Managers can escalate this to the product team.

 


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Delivery Lead at Aptitude 8

connect with Jen on Linkedin

View solution in original post

1 Reply 1
Jnix284
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Ignored community conversations

SOLVE

Hi @JBailey6 while I can't speak to why there hasn't been an update from HubSpot on the previous idea requests, one thing I've learned about the community is that creating multiple idea posts for simliar ideas can prevent it from receiving enough upvotes which is what the HubSpot team uses to prioritize requests.

 

If the 5 people who created the duplicate posts would have upvoted and commented on the first, it would already have more traction than multiple posts combined.

 

One thing you could do would be to comment on each idea with a link to the first to encourage everyone to upvote and share their feedback on the original - I'm not sure if Idea posts can be merged ( @DianaGomez might know the answer to that).

 

I completely understand your frustration with not being able to organize tasks by location.

 

I have run into this many times over the years and have implemented a workaround solution:

 

1 - create a filtered contact view based on location (state/country/time zone) to make it easy to review and bulk create tasks.

 

2 - create a Task Queue for each location/time zone, for example "US Central" "Europe" "APAC" etc.

 

3 - when tasks are created on the records, via bulk action, or workflow, add them to the corresponding Task Queue

 

4 - Reps can now select the location-based task queue based on the time to process tasks for that location/time zone only

 

As I mentioned, this is a workaround, it's not ideal and it is a pain point for many users.

 

Perhaps one of the HubSpot Community Managers can escalate this to the product team.

 


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Delivery Lead at Aptitude 8

connect with Jen on Linkedin