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DWilsonBE
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Member since ‎Sep 22, 2021
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JacquiWG on July 31, 2020
Search Body of Emails
Recently implemented Hubspot & am absolutely shocked & disgusted to find that I cannot search for a keyword in emails only in the subject line of the email. How is this possible in 2020 in a CRM system?!?!?!?! One of the reasons we implement read more
Reply Idea Activity Feed
165 upvotes
116 Replies
DWilsonBE
Member
September 20, 2023
The lack of proper email search functionality is frustrating and a huge productivity killer in Hubspot. This is the flow that we really need to have...read more
markkofman on September 18, 2019
Ability to access hidden files over the API
At the moment there is no way to access hidden files over the API. Meaning that almost any files that are related to engagements are not accessible to the users. Also, there is no export capability for that. Basically this makes it totally impo read more
Reply Idea Integrations
37 upvotes
9 Replies
DWilsonBE
Member
February 09, 2023
Getting access to attached files would be extemely useful for our automation needs. And could also be very useful way to purge attachments for privac...read more
Solved
DWilsonBE on July 13, 2022
Team members as contacts?
There are four employees at our company using various features in HS. We each have Outlook based personal business email accounts linked to our HS account. HS automatically created Contacts for each team member based on email traffic. I've cre read more
Reply Discussion Professional
1 upvote
1 Reply
Lu2Swag on January 08, 2019
Automatically Close an Email in the Conversations Inbox when a Ticket is Created.
Our Customer Service Team uses a Shared Conversations Inbox.... They create tickets from emails and close out the emails in the inbox once a ticket is created - the inbox then reflects only 'unworked' emails. When using the conversations Inbox i read more
Reply Idea Tickets
117 upvotes
39 Replies
DWilsonBE
Member
April 29, 2022
This is such a huge pain point. On those shared inboxes that have auto ticket enabled - seems like tickets should be created only for messages that ...read more
DWilsonBE on December 16, 2021
Need better handling of subdomain when creating Companies
Multi-agency goverment departments and multi-school school systems are two examples of enterprises that often have a single domain for email across the enterprise, and a different domain as the common root of URLs for each child entity (agency or sc read more
Reply Idea Account Settings Contacts & Companies Domains & URLs
3 upvotes
0 Reply
JStrang on February 12, 2021
Filter Deals by Parent Company
I want to simply see all the Deals for a Parent Company whether they are tied directly to that company or one of their child companies. It would make it easy if I had a partner or reseller as the parent company and tied all the deals to the child co read more
Reply Idea Deals
4 upvotes
2 Replies
DWilsonBE
Member
November 23, 2021
Yes please this is really important for us.
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