Great minds think alike

When you are on a contact level, you can see all the comms with said customer, but you cannot easily access the ticket an email/conversation belongs to.  You can copy the link to the correspondence, but that will not take you to the ticket. If there is only 1 or 2 existing tickets is easy to see on the right-hand side, but when you have 70+ tickets, it is practically impossible. Looking for the email under conversations would not work as it searches via the ticket name, not the email subject. If we knew the ticket name, we could just search for it. Having a link to the ticket next to the "copy link", or even substituting the "copy link" for a "copy link to ticket", would be better. ...read more

Would like the option to associate the "Documents" that are uplaoded and tracked in the Sales>Documents section to companies, contacts and other ojects.   Right now if you want to associate your document with a company you have to download it from the document section, upload it as a file and attach to a company or contact record that way. You lose all view info and it doesn't link back through to the documents portal.   Add a "Documents" card to the sidebar of company, contact and other objects then. In the same way that "attachments" to get visibility from a company record of the associated documents with this company. See views and any other info you would in the Documents portal. ...read more

Have a field locked from a specific team or permission set when a certain value is inside another property.  For example:  Status = Registered Client ID field should be locked for a specific level of users. But if status = Open Client ID field should be adjustable by all teams. ...read more

For customers managing multiple tickets and deal pipelines is very important especially when they have an enterprise or pro portal and multiple business verticals.   Their teams need to have different deal and ticket creation forms according to their needs, and also the ability to between stages/statuses to set information according to a primary simple or custom property that triggers other property options.    This could enable a lot of flexibility for teams to manage a total custom pipeline based on their specific department needs. ...read more

It would be much better if Edit was a button that was more apparent, or if you didn't have to click edit at at all to be able to choose meeting type or outcome, since that does not affect the actual calendar invite.    To change the fields of a meeting, the user must Click Actions, then Edit, then Meeting Type drop down, then meeting type, then Meeting Outcome dropdown, then Meeting Outcome.    it seems that event details like time, duration, attendees, details, title should all be protected. But meeting type and outcome are Hubspot fields that must be edited after meetings for the majority of Hubspot accounts. please please make this more intuitive  ...read more

The same way there is the associated of "Comapny -> Deals" to view the list of all the associated deals to a company, it would be nice to have the same association but with the won deals or being able to filter the certain deal stages within that association.   I tried filtering the deal stages but it does not make a change because the logic is different for Company -> Deal    Thanks   ...read more

In der Kontakteigenschaft oder Unternehmenseigenschaft wird die Adresszeile, wenn sie HubSpot Insight automatisiert erstellt wird in folgendem Format erstellt: Hausnummer Strasse   Ich benötige folgendes Format: Strasse Hausnummer ...read more

We would like to add a feature that prevents that emails can be send out to recipients that are outside the responsible area of a user or team that sends out the email. For example, we want to ensure that an email originating from Spain cannot be sent out by mistake to another country like the Netherlands without proper permission. Background of the idea Currently, there is a possibility of sending out such emails by mistake, leading to people receiving unwanted emails. We know these mistakes can be prevented manually, but relying solely on manual actions to prevent this, is prone to human errors. Therefore, we propose to prevent this within HubSpot's basic configuration too. Moreover, in many countries, legal requirements such as GDPR emphasize the importance of taking all necessary measures to prevent the send out of unwanted emails. Our specific request to HubSpot is to add a checkbox in the settings that restricts email send-outs to the user's responsible area. In cases where someone needs to send emails to multiple areas for which they have no permissions, they can be designated as super admins. However, a warning message should be displayed to indicate the associated risks. Let's help eachother to prevent these mistakes by all means possible. ...read more

It would be very helpful for us to search by a custom property in the contacts list rather than just by name, email, and phone number. For example, our company is an MNVO and we often search by SIM card number (ICCID). We have a custom property built for this and can filter by this property but cannot use the search bar to search for this.  ...read more