Cory_Porteous

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Cory Porteous

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DBola on May 01, 2023

Download PDF of Form in Form Format

For auditing purposes, we would like to have a PDF version of our forms with the responses filled out. This would be available to download on Hub and would look exactly like the actual form, just with the answers provided by whoever is filling out t read more

Reply Idea Forms

17 upvotes

9 Replies

Cory_Porteous

Member

June 08, 2023

We would love this to have customers fill out sales paperwork and capture that data automatically vs PDFs or docusign back and forth then uploading a...read more

Megan on December 15, 2016

Create folders/organize CTAs

We have a lot of CTAs (both current and old). It would be great to have a way to organize these, like a filing system that can be found in other areas of HubSpot.

Reply Idea CTAs

68 upvotes

29 Replies

Cory_Porteous

Member

September 20, 2022

@DomRychlik Any update would be appreciated. I originally commented in 2018 and it is still an issue for our organization. This thread has been ope...read more

Cory_Porteous on September 20, 2022

Ability to upload files when creating deal/ticket/etc.

Why does the File Upload field (or any custom field classified as a file upload field) only work on external forms? When added to the internal form to create a record (deal, ticket, etc.) why does that field no longer function and revert to a text f read more

Reply Idea Properties

9 upvotes

3 Replies

Cory_Porteous on August 17, 2020

Modify or Re-Order the Preview Tab/Screen for Contacts/Deals/Companies

I would like to be able to reorder the fields and associations displayed when previewing a record. Ideally, we could edit which fields we want showing but even just being able to reorder the categories would be great. For example, we always want to read more

Reply Idea Account Settings Contacts & Companies

139 upvotes

29 Replies

Megan on December 15, 2016

Create folders/organize CTAs

We have a lot of CTAs (both current and old). It would be great to have a way to organize these, like a filing system that can be found in other areas of HubSpot.

Reply Idea CTAs

68 upvotes

29 Replies

Cory_Porteous

Member

September 20, 2022

@DomRychlik Any update would be appreciated. I originally commented in 2018 and it is still an issue for our organization. This thread has been ope...read more

Cory_Porteous on October 17, 2019

Hubspot Insights Industry Field / NAICS Code

What data source does Hubspot use for the industry field of company records? Does it use the NAICS code? I find that most of the company's we create end up with virtually none of the Hubspot Insights field filled automatically.

Reply Idea Contacts & Companies

7 upvotes

2 Replies

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