クリエイティブな才能を開花させよう

The new Beta feature for Calendar View in Deals is great, but I would like to have a Calendar view in my Custom Objects. I know there is an App in the Marketplace that does this, but I wonder why it exists for Deals and not Custom Objects.    ...その他を表示

As of Aug. 21, the beta for multi-step forms currently allows users to click "next" on each step regardless of whether or not they have completed the required fields.    This causes a couple of obvious issues:    1) If they get to the end of multiple steps but have missed a required field, they have to hit "back" through each step until navigating back to the missed field    2) If you have property logic included (i.e. skip to step 3) but they don't complete the required field with this logic, then hitting "next" will not trigger this logic and they will go to Step 2.    Desired functionality: I believe the required field check should be triggered at each step and flagged when clicking "next" and prevent nagivation to the next step.  ...その他を表示

Idea The ability to create a comment in Help Desk Prior to any Conversation history exists against the ticket.  Who is this for?  Support/Service teams - particularly concerns anyone using Help Desk.  Goal? To add an internal comment to a newly created ticket in Help Desk which is yet to have any conversation history. (e.g. A support rep takes a call and then creates a ticket in Help Desk for a new order. They want to create an internal note to communicate order details to someone in accounts to generate the order post-call. However,  they are unable to leave an internal comment; this is simply a current limitation in Help Desk. Conversation history must first exist to leave an internal comment. See https://community.hubspot.com/t5/Tickets-Conversations/Unable-to-comment-in-Help-Desk-when-there-is-No-Conversation/m-p/1072347#M7617) Value Support/Service teams are enabled to leave comments and communicate important ticket information prior to any logged conversation history in help desk. Supports team collaboration and productivity.   Other Products that Have this Feature ZenDesk currently supports this feature, so clients who have migrated from ZenDesk to HubSpot may feel at a loss with regards to this specific function.  A ticket inside of Help Desk that has conversation history, and hence the comment option is present. A ticket inside of Help Desk with no conversation history, and hence the comment option is absent.   Current Workaround The current work around is to open the ticket record and leave the order information as a note and tag the accounts (or relevant) team member.  Matthew Thornett Solutions Technician at fileroom.com ...その他を表示

After briefly playing around with the open beta Help Desk funcationality, I wanted to submit an idea for a use case that neither the current Inbox nor the new Help Desk seem to work with.   Currently all of our internal communication that happens on a ticket happens via Notes on the ticket. These notes are only accessible when opening the ticket and going through the activity, or specifically the notes.   In the old Inbox, you can also add Comments, which our team also do. However, we have noticed that Comments and Notes seem to fulfil a similar purpose, but are at odds with one another. If I leave a comment on a conversation that is associated to a ticket, then I am not able to see that comment when viewing the ticket. Similarly, if I leave a note on the ticket, I am not able to see that note on the Inbox conversation.   I had hoped that the Help Desk might do something to unify this experience, as it seems to be being pushed as a way to manage the support process all in one place. However, this still seems to be an issue. I can't see Help Desk comments on a ticket, nor Ticket notes on a help desk conversation.   My idea to unify this would be to do one of two things: 1. Show Ticket Notes on Inbox/Help Desk Conversations, and Inbox/Help Desk Comments on Ticket Activity When a note is associated to a ticket, and that ticket is associated to a conversation, also show that note in the conversation at the same timestamp the note was created at. Note-comments (comments made on the ticket note) should also show in the conversation-comments, either as their own entries or like they currently do, under the note. Similarly, when a comment is made on a conversation, and a ticket is associated to that conversation, show that comment on the ticket activity as it's own entry at the timestamp it was made at. or 2. Unify Ticket Notes and Inbox/Help Desk Comments Instead of showing a note on a conversation, and a comment on a ticket, get rid of one (e.g. keep notes, get rid of comments) and have a single source that shows on all associated records. The UI look and feel could be the same, but now when I leave a "comment" on a conversation, that is actually a note that is associated to records that conversation is associated to. I can interact with that note on the conversation, or on the ticket, or the contact, or anything, and that interaction will sync across all records.   Who (what type of role or team) is the feature for? This would be aimed at the support teams who work closely with Tickets and the Inbox/Help Desk.   What is their goal? Communicate on tickets and have those communications be consistent and visible across HubSpot   What value will this add? This will allow the support team to stay in one place. Whether the Help Desk or the Ticket, the person will be able to see all commincations without needing to search around. This will also make Comments more visible, as currently the only way to see a comment on a conversation is to navigate to the Inbox/Help Desk and scroll to when the comment was made.   Are there examples of other places or products who have this feature? The notes on all HubSpot records work great for their purpose. They just fall short specifically on conversations, which is an issue when conversations and tickets are so closely linked together. ...その他を表示

Currently, there's no way to move workflows, propertities, or other items FROM a sandbox enviornment to our Production account. There needs to be an easier way to do this instead of recreating. ...その他を表示

Hello! I would love to have the option to bulk remove associations.    For example, let's say that some contacts were accidentally bulk associated to the Company A but I wanted them to be in Company B. What I can do is bulk associate the contacts to Company B but I'd have to individually remove the associations to Company A.    It would be great to either automate this or have a way to do this in bulk to streamline my workflow. ...その他を表示

It's necessary to be able to add contacts to marketing events through other means than only importing them; form, lists or workflow functionality. Crucial to be able to calculate marketing events in revenue attribution. ...その他を表示

It would be great to be able to create custom social reports, or customize the reports on the social page.   Example: See month to month progression and break out by platform ...その他を表示

There is one very crucial feature that was included in the scoring properties (that will be sunset soon) and it does not exist in the new Lead Scoring tool, available from the Marketing Hub - that is conditional logic. Let me give you a few examples: 1. If a Company's annual revenue is more than 100k AND the Company's industry is "Financial Services" - add 5 points. 2. If a Company's annual revenue is more than 100k AND the Company's industry is "Retail" - add 3 points. 3. If a Contact's job seniority is "manager" AND the number of employees of the company is less than 100 - add 5 points. 4. If a Contact's job seniority is "manager" AND the number of employees of the company is more than 100 - add 3 points.   See, the number of points one would like to add may differ - a manager from a smaller company is most probably a more valuable lead than a manager from a big corporation. Similar thing with industries - depends on what is your ideal customer profile or thresholds your company may have for onboarding business from specific industries. This kind of logic is still available with the "Score properties" but as mentioned before - they will be obsolete by September.   These are all just examples, but without the possibility to add conditional logic operators like AND, OR that are pretty much available on every other HubSpot tool (lists, workflows, custom views, reports, etc.) I am (and I belive I'm not speaking just for myself) missing out on adjusting the Lead Scoring tool to meet my business goals. ...その他を表示