MZimo

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Matt Zimo

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MZimo on January 05, 2023

Show the count of attachments on a record

On the right column of a record where it shows other associated objects and their counts it doesn't show the count of attachments. Can we change that?

Reply Idea Contacts & Companies Deals Sales Documents Tickets

1 upvote

0 Reply

MZimo on December 06, 2022

Ability to add date to note

We use notes to put relevant news bulletins on people and company records whenever we find them. It would be nice if we could log notes back to the date of the event just like you can back log calls and meetings.

Reply Idea Activity Feed

3 upvotes

0 Reply

MZimo on August 19, 2022

In Global Search results, display a contact's associated company instead of company name property

When using the global search bar, contact records display their "Company Name" field instead of the name of the associated company, like on the contact card in the record. Can you set it to display the name of the contact's associated company instea read more

Reply Idea Properties

1 upvote

0 Reply

maxclark on July 14, 2022

What to do when a contact leaves a company?

Hey 👋 What do you do when a contact leaves a company? I don't want to remove the association with the company so we can keep the history, etc... I also don't want to change their name, or email address (makes searching not ideal It wou read more

Reply Discussion best practices Contacts CRM Professional Starter

3 upvotes

11 Replies

MZimo

Contributor

July 21, 2022

This is a huge issue for us, because it's one of the important relationships we track in the CRM. Ironically, HubSpot vanilla is rather weak when it ...read more

FacundoCastillo on September 27, 2021

List Description

It would be nice to have a section in the lists where to put a description of it.

Reply Idea Lists

8 upvotes

6 Replies

MZimo

Contributor

July 05, 2022

Great idea!

NinaKovari on November 15, 2019

Choose which properties to keep when merging contacts

I'm proposing being able to select certain properties to keep when merging. While merging contacts I realized that a lot of the properties of the new record are not accurate for the contact because when merging it selects the most recent value. read more

Reply Idea Contacts & Companies

19 upvotes

3 Replies

MZimo

Contributor

May 20, 2022

Yes! Merging duplicates in HubSpot is scary.

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