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pleach
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Membre depuis ‎sept. 25, 2018
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AnaMura le Novembre 18, 2019
Create ticket from email
I know that Hubspot is not currently supporting this functionality, but it will help a lot to manually start a ticket from incoming email (not via workflow, but via Gmail extension) or from Slack, similarly to what you have for creating a new 'Task Lire la suite
Répondre Idée Tickets
139 Mentions J'aime
59 Réponses
pleach
Membre
Septembre 01, 2022
Agreed, this would be very helpful from within Outlook and the Hubspot Add-in. There is no easy and consistent way to do this via conversations, as ...Lire la suite
lauraalbr le Avril 08, 2020
Report on Time of the Day for incoming chats / conversation sessions
We are trying to report on at what time our customers/leads are writing us on the live chat to adapt the availabilities of our staff. While it is possible to run this report manually (the export will tell you the time in the 'create date', not Lire la suite
Répondre Idée Conversations
59 Mentions J'aime
14 Réponses
pleach
Membre
Avril 19, 2022
Upvoting as well. This is critical to map staffing needs for coverage and to determine trends.
Arne le Avril 27, 2019
HubSpot User is Out of Office
We have quite a number of workflows in HubSpot that classify, notify, assign tasks and owners. If such users are out of office, processes get stuck in the dead end waiting for the users to eg come back from vacation. We are using rotation in some c Lire la suite
Répondre Idée Contacts & Companies Lead Flows Tasks Workflows
372 Mentions J'aime
98 Réponses
pleach
Membre
Avril 05, 2022
Adding our vote too. An out of office designation or away, or something to keep tickets flowing to available staff. We want to turn on the automated...Lire la suite
pleach le Janvier 21, 2021
Bring back old Open Tasks (IE My Tasks) report
The HS created My Tasks report used to show ALL open tasks, regardless of due date. Any past due tasks would show in RED. All tasks would have a check box to allow you to close the task from the report screen. The report would sort the tasks by d Lire la suite
Répondre Discussion Reports
0 Mention J'aime
1 Réponse
EvaDixon le Août 14, 2018
Option to enable/disable attachments saving to Companies/Contacts
It would be great to have the option to disable email attachments from being automatically saved to Companies / Contacts. There is no need for us to store this information in Hubspot and often the same file is saved multiple times (if the same atta Lire la suite
Répondre Idée Contacts & Companies
80 Mentions J'aime
38 Réponses
pleach
Membre
Août 12, 2020
I agree. There is no need to save the logos in HS. Making it easier to view and clean these up, would be a nice buy off. Turning off the attachmen...Lire la suite
Org3D le Mai 17, 2019
Search Attachments
If I have a contact who has an attachment associated with them, I want to be able to search elements of that attachment. So I want to be able to search for specific words within that attachment. An example might be that I've attached resumes to each Lire la suite
Répondre Idée Contacts & Companies
124 Mentions J'aime
25 Réponses
pleach
Membre
Août 12, 2020
I would like to be able to search Attachments in a Thumbnail view, so you can see what types of docs they are. It would also be good to be able to s...Lire la suite
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