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Aftermath
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Member since ‎Apr 16, 2021
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RebeccaAM on March 06, 2023
More robust task filters
It would be really cool if we had more options for filtering tasks by their associated objects. This is the piece that is most lacking for our company. Use case scenario 1: We work with several partners. There is constant communication between read more
Reply Idea Tasks
6 upvotes
1 Reply
Aftermath
Member
March 06, 2023
This would go a long way for us.
AWry on December 02, 2022
Pin Multiple Notes for Contacts, Companies, Deals, etc
Having the ability to pin multiple Notes in an Activity Stream in a Company, Deal, Contact., or Ticket would be very beneficial.
Reply Idea Activity Feed
5 upvotes
4 Replies
Aftermath
Member
December 29, 2022
This would help us a lot in the area of training. The left sidebar is great but sometimes getting our team to create a new habit of going to a specif...read more
cduffy on January 02, 2020
Add personalization tokens to Playbooks
When a rep is using a playbook, we would love to be able to drop personalization tokens into that playbook that show form submission answers right in the playbook itself. Right now they have to look through the contact record to the form submi read more
Reply Idea Deals
40 upvotes
20 Replies
Aftermath
Member
May 10, 2022
Yeah agreed, I was confused to learn this didn't already exist for Playbooks. Personalized tokens are something Hubspot already makes great use acros...read more
RebeccaAM on March 17, 2022
Create workflows triggered by date properties
I would like to be able to set a workflow to schedule a task the day before and after the date in a specific property. Here's my example: We have a field called "Reinspection Date". I'd like to autmoate a task to get a reminder the day before and a read more
Reply Idea Workflows
5 upvotes
2 Replies
Aftermath
Member
March 17, 2022
This would help us, too. This seems like a valuable add on for marketing and sales coordination.
RebeccaAM on July 21, 2021
Add "created by" back to tasks.
Recently, the "created by" field was removed from tasks. We rely on this to see who assigned the task and know who to respond to. Please add this field back to the task. Old view (this particular example was created from a workflow so there is "no read more
Reply Idea Properties
10 upvotes
2 Replies
Aftermath
Member
August 06, 2021
It makes no sense not to have this feature. It's auto-generated and helps our team know who they are being tasked by within a quick glance.
WdeWit on April 12, 2021
your new condensed view is not working for our team
Since April 12, we see in the contact details that the information is condensed, but it not workign for our team. We need to view the information of our contacts quickly and now we have to open each item. Definately now happy with this new change. read more
Reply Idea Contacts & Companies
43 upvotes
28 Replies
Aftermath
Member
April 16, 2021
My team was caught off guard by this roll out. Was this properly communicated before happening? If this happened in the height of our season we would...read more
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