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joe-tdc
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Member since ‎Nov 2, 2021
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Jameel on May 23, 2018
Bulk actions in Conversations Inbox
When using the Inbox feature, each item must be opened individually. Multiple selections and batch actions are not available (example for closing batch emails or assigning in bulk) The individual action only results is an extremely tedious an read more
Reply Idea Conversations
209 upvotes
95 Replies
joe-tdc
Participant
August 22, 2022
Hubspot needs a complete overhaul in the conversations window department. Batch edits (batch move to another inbox would be handy) Nicer UI, to...read more
ThiagoF on May 31, 2021
Permission to delete activities
Hello everyone, we are relative new to Hubspot, and we came from another CRMs software that are more "restricted" in allowing users to delete information. We know there is the option in Hubspot to restrict user permission to delete objects, like tic read more
Reply Idea Users & Teams & Permissions
25 upvotes
11 Replies
joe-tdc
Participant
April 18, 2022
It's a shame because it's not even a "would like" like a lot of the top voted requests are. Removing the ability to delete activities and conversati...read more
RandallF on November 17, 2020
Can I see who deleted a deal, contact or company?
Hi, We occassionally find deals, or companies in the recycle bin. The first question asked is, "Who deleted that?" Is there any way to see who deleted a deal, company or contact? Once the record is restored, it looks just like it did before read more
Reply Discussion best practices CRM Professional
3 upvotes
4 Replies
joe-tdc
Participant
April 18, 2022
Hubspot has tonnes of security flaws it seems. It's the same for conversations, someone could clear the inbox if they want to then delete all convers...read more
TeemuLahti on November 09, 2020
Tag/mark different Chat types
Our customer has roughly 3 types of conversation with chat: Product complaints, e-commerce ID's and regular customer service. They would like to report how many conversations were complaints, how many ID's and how many just regular service. At the m read more
Reply Idea Conversations
2 upvotes
1 Reply
joe-tdc
Participant
April 18, 2022
Send your upvotes this way: https://community.hubspot.com/t5/HubSpot-Ideas/Issue-Tagging-on-Conversations/idi-p/320977 Mad we don't have conve...read more
Handshake on November 26, 2020
Tagging conversations coming from emails
It would be great to have a way to tag conversations coming from emails and the run a report on the tags? We'd like to be able to categorize each conversation into major buckets, so that each month we can get a report on how many types of questions read more
Reply Idea Conversations
3 upvotes
1 Reply
joe-tdc
Participant
April 18, 2022
You should send your upvotes this way: https://community.hubspot.com/t5/HubSpot-Ideas/Issue-Tagging-on-Conversations/idi-p/320977
Solved
DanielK on July 12, 2018
Is there a way to prevent my sales reps from deleting notes and activities?
Hi Community, Can anyone tell me if there is there a way to prevent my sales reps from deleting notes and activities? Thanks!
Reply Discussion
16 upvotes
38 Replies
joe-tdc
Participant
April 17, 2022
It seems like such a simple thing though. They have permissions for nearly everything, including deleting most records, surely being able to remove a...read more
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