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solutions
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Noam Benamy

Inefficiencies hurt my heart. And my brain. But mostly heart.

Activity

romi on July 19, 2023

Add more info to Add existing record Search & Results

When adding and associating an existing record you can only search and view the record name. This causes loads of problems when you have lots of records with the same or similar names. There are 3x ideas here in order of priority... 1 read more

Reply Idea Contacts & Companies

34 upvotes

4 Replies

NCO

Top Contributor

August 15, 2023

100% to this! Or in the search results, populate both the primary record name and the secondary record name to help differenciate.

KMartin87 on October 18, 2022

Ability to reorder HS Users in dropdown when assigning a User as Owner of Contact/Company/Deal Owner

We have a number of HS Users already in the CRM, mostly admin positions. Just hired a new salesperson, and when she uses the dropdown to assign a contact or company to herself, it takes scolling to the bottom of the list, then clicking more, then ag read more

Reply Idea Users & Teams & Permissions

3 upvotes

3 Replies

NCO

Top Contributor

July 03, 2023

Totally agree - when can we get this rolled out??

cstaffordlena on February 11, 2022

Remove deactivated users from dropdown selectors

We have been using the deactivate setting for employees who leave our organization to perserve historic records, etc. but it's annoying that they continue to show up in drop down lists for assigning tasks, companies, contacts, etc. If a user is dea read more

Reply Idea Users & Teams & Permissions

5 upvotes

2 Replies

NCO

Top Contributor

July 03, 2023

Totally agree with this - it forces you to decide between deactivating vs. deleting the user (and losing the historical data in the process). @hubsp...read more

ndwilliams3 on February 02, 2017

Custom user profile properties

Like, contacts, deals and companies, it would be great if you could add custom user profile properties. There are times when you might want to include an owner token within an email, like a phone number, title or some other property that's outside t read more

Reply Idea Account Settings

105 upvotes

35 Replies

NCO

Top Contributor

July 03, 2023

ClemenceGerman on March 24, 2023

Remove users from contact owner dropdown

Hello, As a Solutions partner and marketing agency, project managers and staff usually have access to our clients' HubSpot accounts. Many of them complain that this makes things more difficult when assigning contacts as these users appear in t read more

Reply Idea Account Settings

2 upvotes

1 Reply

NCO

Top Contributor

July 03, 2023

Yes to this! No reason that a project-based freelancer should be showing by default as a dropdown menu option in every user-based property. +100 ...read more

CBoekestyn on June 11, 2021

Multiple Zoom Accounts

I would like to see Hubspot add multiple zoom accounts so that individual sales representatives can host demos using the hubspot meeting links. Currently this feature only works for one master account, and not for an entire team.

Reply Idea Meetings

74 upvotes

19 Replies

NCO

Top Contributor

June 16, 2023

Hubspot is great. Its integration with zoom is not.

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