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AMorelly
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Angela Morelly

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AMorelly on January 19, 2026
Description: When a PDF document is uploaded to a ticket record (either manually by a user or via email attachment), allow HubSpot to read the PDF content and automatically populate ticket properties based on that data. Example use cases: Su read more
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AMorelly on January 16, 2026
Description: We’re using the new report cards on CRM records to surface key metrics directly on Ticket records, which is great for giving agents context without leaving the ticket. However, the current implementation is very rigid and creates U read more
AMorelly on January 15, 2026
Description: Please allow admins to change the label “Pinned activity” at the top of record timelines (contacts, companies, deals, tickets, etc.). We use the pinned item as the main “next step” or key action on the record, and it would be much read more
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AMorelly on January 14, 2026
Description: It would be extremely helpful to have a built‑in filter on ticket views for “Has open tasks” (or “Number of open tasks > 0”). Right now, tickets and tasks are separate objects, and ticket views can only filter on ticket proper read more
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AMorelly on January 13, 2026
Description Our service team needs a fast, standardized way to log and track ticket corrections as activities, separate from regular tasks and notes. Right now: Activity categories (Call, Email, Meeting, Note, Task, etc.) are fixed and cannot read more
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AMorelly on January 13, 2026
Description: Currently, HubSpot requires users to download ticket attachments to view their contents. This adds extra steps and slows down workflows, especially for teams handling multiple tickets daily. Why This Matters: Downloading files j read more
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