クリエイティブな才能を開花させよう

Submitting this idea on behalf of a user: Currently, segment size is default fixed to daily frequency reporting and there is no rolling date range available to view total segment size. Adding any date property in a custom or single object report would report on the flow of contacts added or removed in that date range, but not a total comparison count of people in my segment today vs people in my segment 7 days ago.  would be great to make this possible and to add more snapshot metrics in general, as it helps a lot with business reporting.  ...その他を表示

Allow Contacts search field to search across all properties, including custom properties. We store important IDs / membership numbers / custom fields and need quick lookup via the main search. ...その他を表示

It would be beneficial to have a more streamlined way to view which properties users can access—without needing to open each property individually to review access settings. Enhancing both the UI and reporting capabilities in this area would significantly simplify property access audits.   ...その他を表示

Problem When associating records for custom objects, the association search modal only searches the object’s primary display property (record name). For standard objects like Contacts, users can search by multiple identifiers (e.g. name or email). This flexibility does not exist for custom objects, even when those objects rely on alternative unique identifiers such as SKUs or external IDs. This limitation significantly impacts usability for teams managing large volumes of custom object records. Use Case We use a custom object (e.g. Tracks) that includes: Track Name Track SKU (unique) When associating this object to Deals, users often know the SKU, not the record name. Today, the only workaround is to concatenate multiple values into the record name (e.g. Track Name – SKU), which: Reduces data normalization Requires additional workflows or imports Is not always desirable for reporting or UI clarity Proposed Solution Allow admins to configure additional searchable properties for custom object association pickers. Examples: Select one or more properties to be searchable in association modals Mark properties as “Searchable for associations” Support unique identifiers such as SKU, External ID, or custom text fields This would bring custom objects closer to feature parity with standard objects and greatly improve UX. Business Impact Faster and more accurate record associations Reduced user frustration and training overhead Cleaner data models (no forced composite record names) Better scalability for product catalogs, assets, SKUs, and external-system records Workarounds Today (Not Ideal) Concatenating multiple fields into the record name Relying on workflows or API updates to maintain display names Training users to search only by record name These are functional but brittle and increase operational complexity. Summary Custom objects are designed for advanced CRM use cases, but the current association search behavior limits their effectiveness. Adding configurable, multi-property search support would be a high-impact, low-friction improvement for admins and end users alike. ...その他を表示

When we work with multiple users on HubSpot and they need to read object records or fill out object creation form, they must document some properties and sometimes, they don't know what's the property details and information. They must ask to an admin or go in the property settings to read the property description. We should have an Info-Icon with a property description or tooltip available when we hover with our mouse.   Something we can set in HubSpot forms. It must be possible to have that in object records and everywhere we can preview objects informations in HubSpot.  ...その他を表示

I'm trying to capture who is making changes to our tickets at specific points in time and need to copy the "Updated by User ID" property to a HubSpot User property in a workflow. This isn't possible right now because "Updated by User ID" is a number type field that captures the User ID and that doesn't mean anything to us.    Current use case: I want to capture the user that's escalating a ticket from our Tier 1 to Tier 2 pipeline. Plan is to copy the "Updated by User ID" property to a HubSpot User property whenever a ticket enters the Tier 2 pipeline and was previously in the Tier 1 pipeline.   I'd like either the "Updated by User ID" property to be converted from a number property that captures the user's ID to a HubSpot User property or create a new property called "Last updated by" that is a HubSpot User type field. ...その他を表示

When comments are not responded to by the person tagged, can we have notificitations that remind everyone on the thread to respond?    Or could there be a way for a rep to see all unresponded tags/comments?   Our CSMs are getting a TON from other teams. It would be great to give them a way to filter accounts to unresolved threads. Threads get lost easy with high volume.    Please help us with that! Thanks!!       ...その他を表示

Please add upcoming Meetings that a deactivated user is assigned to when given the option to transfer records:      ...その他を表示

IT has been way to long. We cannot save/customize quick filters in our default company views.    when looking at all companies, I should be able to add and remove the quick filters and Hubspot should remember the quick filter i added.    Also this is something we need to be able to configure on the default views (Even if they're hubspot supported) because the team needs easy access to some of our widley used custom fields like company "Status" etc.   Thanks for being awesome!  ...その他を表示