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DCarter9
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Member since ‎Jan 20, 2023
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Daniel Carter

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liberworm on April 17, 2024
Workspaces: Help Desk Access
I was very excited to see the new Help Desk feature then I got into using it. The very first thing I tried to led to, what is in my opinion, a major issue related to the default views and users with paid service seats. The current default views are read more
Reply Idea Tickets
49 upvotes
9 Replies
DCarter9
Member
November 12, 2024
@hubspot Chatted with one of your CS reps and they advised me to remove the ticket feature from my sales team so the connected Help Desk Channel is...read more
809CharlieTango on August 30, 2017
Team Mentions (@mention Team)
Hello, I was wondering if it would be possible to add a feature in HubSpot where HubSpot teams can be mentioned in the Notes area of a contact, company and deal record. We want to avoid mentioning several names when receiving a payment or process read more
Reply Idea
363 upvotes
146 Replies
DCarter9
Member
October 22, 2024
@hubspot Any chance this could be something on the horizon?
karstenkoehler on April 08, 2024
Form draft permissions / form publish permissions / form approvals
At the moment, form permissions aren't as nuanced as email permissions. Users with edit permissions for form can edit live forms while permissions for marketing emails, for example, differentiate between suggesting changes (edit) and publishin read more
Reply Idea Forms
24 upvotes
3 Replies
DCarter9
Member
October 14, 2024
@hubspot Please Please Please, Pretty please?? Currently we track attendance at live seminars using forms however my sales team can't see if one of...read more
joshm on September 08, 2021
View/Select More Than 25 Associated Records [UI/UX Improvement]
Hi, there is a 25 record view/select limit when searching/adding existing Deals to a Contact. When you go to '+Add' an existing Deal, and search for deals, you will only see the first 25. There are instances where more than 25 records need t read more
Reply Idea Contacts & Companies Deals
1 upvote
1 Reply
DCarter9
Member
October 10, 2024
We need this UX/UI improved for the ticket to company search. We have over 125,000 companies and several of them have the exact same name.
PCrowley on March 15, 2022
Auto associate contact/deal/company to tasks created by sequences
Auto associate contact/deal/company to tasks created by sequences. This would be very helpful and would make our task list much more organized!
Reply Idea Sequences
166 upvotes
66 Replies
DCarter9
Member
April 16, 2024
@hubspot This is becoming a pretty popular topic. We have Enterprise sales, service, marketing and Opshub. We would really like the ability to eith...read more
danslb on December 13, 2019
Allow file upload during ticket creation
When creating the support ticket, the Upload File property does not allow uploading a file from PC. I would like to request that this feature be added.
Reply Idea
57 upvotes
14 Replies
DCarter9
Member
March 15, 2024
@hubspot I know the capability to open a ticket and add an attachment as a note is only two clicks away. It would be beneficial to have the ability...read more
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