Great minds think alike

Hello Friends, I bring to your attention the fact that the File field type only functions as an actual File upload field IF you use it on a form.  Within the CRM, it functions as single-line text.  This is a significant limitation.   Here are some challenges that it presents: 1. Cannot enforce business process - One should be able to require a file to be attached to move along in Deal or Ticket stages.  This way you can ensure that a Deal or Ticket (or custom object) cannot progress to the next stage until the requisite Files are attached.  Consider a BDR > AE handoff mid-funnel. 2. Cannot support an approval workflow - if the above were true, then a document could be uploaded and "submitted" for review within a pipeline, which could serve as an approval workflow.  This request comes up often as other CRMs do this very well.  Consider a Change Order approval process, or an Invoice Approval process being built directly in the CRM! 3. Poor documentation - A completed Deal or Ticket record should have all necessary documentation attached to it in an organized manner that is reportable.  The Attachments association pane allows for attachments on records, but nothing of the above   I am really curious as to why this is not (yet) possible, but I believe that it would have a major positive impact on the user experience and allow HubSpot to stand up stronger against other CRMS where this is possible.  I would welcome an opportunity to hop on a quick chat with a member of the product team to talk through this use case and demonstrate the value that this would bring to the CRM. ...read more

I am wondering if there is a way to upload the 'attachments' on a contacts page to be in folders instead of just uploading into a bit of an unorganised mess.   If that makes sense. For example with recruitment purposes, if we could create a 'Compliance' folder within EACH contacts page in the attachments section where I could upload any right to work documentation, passport details, etc etc & then another such as a 'Contract' folder that we could keep all contractual documentation, your employee signed contracts, employee details & bank details and so on, together in an easy to find location without having to root through all uploads.    I believe the attachment section could still automatically uplaod everything but then ideally i would like to be able to file these documents into easy access locations. ...read more

Should be able to make a 'Company Lifecycle Funnel' widget with conversion rates between each Lifecycle stage (see 'Contact Lifecycle Funnel' widget for example). ...read more

This idea delivered Google Meet functionality to events booked through Meetings links: https://community.hubspot.com/t5/HubSpot-Ideas/Add-Google-Meet-link-to-Meetings/idi-p/196737/   However, the Calendar Sync integration, which can hook up to the Schedule functionality on CRM records, does not do this. Events scheduled from the CRM that are added to users' calendars via Calendar Sync, do not get Google Meet links added to them automatically if the setting is enabled in the user's Google Calendar.   ...read more

It would be very useful if HubSpot automatically assigns the Deal's currency to the Custom Deal Property formatted as currency or if at least it gives the option to select the currency you want to use on the custom property, as of right now the amount that is set on the custom property is the one chosen on the Account Default settings. Thanks! ...read more

 It would be great if we had multi-language support for the email subscription pages. We should be able to tailor all of our pages to our clients' preferred language. ...read more

It would be perfect the option to hide some properties from some users. We need to do this kind of configuration in almost all customers we have. Just blocking the edit does not prevent users from seeing the information in the properties, which is what we need. ...read more

I would love the ability to translate properties.    We operate in 6 different languages and often use properties to personalise emails. However for properties like countries or regions, we can't use in for all the languages as they are all set up in English.    So usually i have to clone the property, translate and then use a workflow to append the correct value.    It would be great to be able to hold multiple translation for one property. ...read more

Hey team! It would be great if it were possible to customize the default deal name. When creating a new deal from a contact/company record, for example, some customers may want to automatically pull in both the contact and the associated company's name. Others may want the deal creation date pulled in automatically or the deal creator's name. If there were any opportunities to pull in known info when creating a deal from anywhere other than scratch, I'd love to see those as potential pieces of info to include. Thank you! ...read more