Great minds think alike

CateDuarte

Service Hub is lacking visibility on agents available/offline status (reporting, notifications). Would be very interesting to add Availability Status to user based properties in HubSpot. This would open some possibilities for team activity reporting.

YVeigel

It would be very helpful to be able to at least partially personalize the Prospecting Dashboard (kind of similar to the Reporting Dashboards). This would allow customers to customize their (sales) summary. For example, overdue deals could be displayed instead of leads.

MartinK

Hi, It would be a great timesaver if the activitiy associations would be clickable icons and take you immediately to the associated object. Now you can only see the association but you still have to cut and paste into the search bar to navigate. Not very efficient for quick lookup. Clickable icons would be nice. Thanks

RMitchell33

I was wondering if the deal view tabs (see image below) could have the option to be customised to different colours in order to be grouped and found easier. When lots of deal views are open (and need to be), the name of the view can be cut off which makes it hard to find the one you're looking for easily.

KPruett

Currently, form reporting only displays the total number of form submissions by each frequency (weekly, monthly, quarterly, etc.). It would be great if we had the option to display the total number of form submissions accumulated over time. For example, if there were 10 form submissions in Q1 and 25 form submissions in Q2, the total accumulated form submissions for Q2 would display as 35.

RVanHout

I run a consulting firm where we are the Prime Consultant but often bring on sub-prime / partner consulting firms. As such we will often need to schedule meetings that include our team members (hubspot users), the sub-prime consultants (not hubspot team members) and the client. It would be great to be able to create a group meeting type via the scheduler with our user + an external (in this case sub prime consultant user). This would function the same way group scheduling works now; but just allow for hubpot to connect to an external users calendar and availabilty.

bomeandean

Hi, I would really like the ability to generate a PDF based on form submissions. This is useful because we need physical signatures based on form submissions, and this is a way to generate the page they need to sign.

JoaoDemarchi

We'd like to restrict record merging separetely with a specific merging permission. Currently the merging functionality is enabled within the editing privileges, but sometimes we want to restrict merging even though the user can edit a record. Today, we have that capability with importing records. A user can import records if they have editing permissions, but only if they also have the specific importing permission set. It also would be good to define a specific merging permission within the object settings:

BeckaD

Use the Service Hub portal to securely share documents with customers (think things like contracts and other legal documents that are unique to each customer). It seems like a portal is primarily for tickets, but it would be great if it could be extended in this way.

baernhardj

We need the possibility to list the association labels in a list / report between two related objects. For example we have contacts and companies connected with associations and different association labels. Right at the moment, I can create a table report with these related objects. I can filter the relations by labels. If I filter the associations, I can list the label name. But I want all related objects and a column with a (comma) separated list of the label names witch are on each relation. This is a short description of the problem. The following description is a copy of the question in the community. Our setup has one associated object on top. This is a custom object related to contacts (and a company). This custom object is called Gremium (committee). The object has a property Name. The association to the contacts has a label called 'Präsident' and 'Vizepräsident' (president | vice president). All normal members has no labels on the association, only two people has a label. What I really want to have ist a list of all committees with all presidents / vice presidents and members with the 'function' (label name). DataSource: At first, I didn't configure any labels in the data source. Then I created the table report with one filter: name of the committee has to be known. Othewise I get all contacts with or without relation to a committee. Like this, I get no field association label. Then I reconfigured the data source: Then I get a field association label: And at the end I reconfigured the data source again: Now I see only the related contacts with the selected labels This time with the name of the label. But all other related contacts are missing... I hope, this describes my problem of my new idea. Thanks

Great minds think alike

Add Availability status to User Based Workflows

Option to customize Prospecting Dashboard summary

Turn associations into clickable icons

Colour coding of the deal view tabs

Report on total form submissions accumulated over time

Group Meeting - External Partners - Meeting Scheduler

Ability to create PDF based on form submission

Merging permissions

Shared Documents in Portal

CRM Report: Possibility to show association labels in reports

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