New idea exchange ideas in HubSpot Community

Add rolling date range and different frequency (day/week/month) to list segment chart

aurorarum — Fri, 23 Jan 2026 09:15:38 GMT

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.

Allow Contacts search field to search across all properties

ffc_sd — Fri, 23 Jan 2026 01:13:49 GMT

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.

Properties Access Audit

franarbona — Thu, 22 Jan 2026 22:25:33 GMT

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.

Allow Custom Object Association Search by Multiple Properties (e.g. SKU, External ID)

CHawkins — Thu, 22 Jan 2026 20:17:28 GMT

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.

Property description in a "tooltip" on object records

EvensSheehy — Thu, 22 Jan 2026 20:08:55 GMT

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.

Convert "Updated by User ID" ticket property to HubSpot User type

KMace3 — Thu, 22 Jan 2026 19:58:30 GMT

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.

Alerts when Hubspot comments/tags are not responded to

04534 — Thu, 22 Jan 2026 18:32:06 GMT

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!!

When deactivating users, display their upcoming Meetings for transfer

NBT27 — Thu, 22 Jan 2026 17:25:35 GMT

Please add upcoming Meetings that a deactivated user is assigned to when given the option to transfer records:

Save Quick Filters in Company View

04534 — Thu, 22 Jan 2026 16:56:03 GMT

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!

Add Associated Services as an option for Task Views

Scott_Quotivity — Thu, 22 Jan 2026 16:08:59 GMT

When adding columns to a Task view, I am able to select almost every Associated object except for Services. We use Services as our onboarding object and use Tasks with it.

The Task views allow me to add all the other standard objects and also let me add custom object associations as columns on a view. However, It doesn't include a Serivices option. Seems like an oversight.

account map company-to-company association labels

Ellen2 — Thu, 22 Jan 2026 15:30:19 GMT

We want to start using the account map options on a company record. Right now it only shows parent-child associations, but we need other associations of company-to-company as well. For example with investors, preferred suppliers et cetera.

Native AI assistant inside the “Create email” editor (contact record)

Mani26 — Thu, 22 Jan 2026 14:36:43 GMT

Today, when writing an email directly from a contact record using “Create email”, there is no way to improve, rewrite, or optimize the message with AI once the text is written.

As a result, the workflow requires using external tools (ChatGPT, Copilot, etc.) and then copying and pasting the content back into HubSpot, which is time-consuming and breaks the flow.

Suggestion: add a native AI assistant directly inside the email editor, accessible via a button or shortcut, allowing users to:

-rewrite or improve the message,

-adjust tone,

-fix grammar and clarity,

-shorten or expand content,

-similar to the experience offered by Gmail.

Hide product line tiers on quotes

CRoses — Thu, 22 Jan 2026 14:24:02 GMT

In the online view of a quote, the tier details do not show but when the PDF of the quote is created/shared, the tiers are visible in that document. I don't want that and there is no way to shut that off so that the PDF quote mimics the online quote and does not show the tier breakdown.

Add templates and personalization tokens to quote email

CRoses — Thu, 22 Jan 2026 12:35:42 GMT

I wish message templates and personalization tokens were available in the native quote email creator. I realize you can leave the quote and create an email via CRM and have access to both functions but now the email loses the highly-visible, CTA button for "review and e-sign quote."

I could add a linked button image in a message template but then it's an image that could get blocked by a recipient's email service, and overall, it's messier.

Templates and personalization exist. Would be awesome to bring them into Quotes as well.

Add brand Voice to replies in tickets end emails

jeroenbeelen — Thu, 22 Jan 2026 11:34:33 GMT

It would be a great addition if AI with Brand Voice was available for personal responses to a ticket or a received email. This allows better external communication with 'one voice' and helps helpdesk employees to communicate effectively.

Allow Team Conditional Asssocaitions in Deal Create Form

CMitchell36GS — Thu, 22 Jan 2026 11:08:35 GMT

On the deal create form we need to set conditional logic based on the team as some properties are only relevant to certain teams. Currently you can only do this by owner which is extremely painful if you have large teams.

Add reminder scheduling directly on activities and comments

Mohammed_Ahmed — Thu, 22 Jan 2026 06:13:00 GMT

Description:
I would like the ability to set reminders directly on CRM activities and comments without having to create separate tasks.
Today, when we log or view an activity (call, meeting, note, email, etc.) or add a comment on a record, there is no native way to turn that specific item into a reminder. Instead, users must manually create a separate follow-up task and then reference the activity/comment, which adds friction and increases the risk of things being missed.

Proposed feature:
Allow users to click on any activity or comment and choose “Set reminder”.
Provide a list of predefined reminder times (for example: “In 1 hour”, “Later today”, “Tomorrow”, “Next week”) plus a custom date & time option.
The reminder should appear in the user’s standard HubSpot notification channels (e.g., in-app and/or email, depending on their settings) and Slack, with a direct link back to the exact activity or comment.
Visually indicate on a new reminders icon and in the activity or the comment itself the upcoming reminder, and allow users to edit or cancel the reminder from the same place.

Benefits:
Reduces the need to create separate follow-up tasks for every interaction.
Keeps follow-ups tightly tied to the exact activity or comment for better context.
Improves rep productivity and ensures important conversations or notes are not forgotten.

Easily create designs and content for system emails

FranziskaM — Thu, 22 Jan 2026 05:41:26 GMT

I find customizing system emails extremely cumbersome and not very user-friendly.
Why do I need a developer for this? It would be better if marketers who manage the email channel could easily create the design, including the footer, as a template using drag & drop, just like in normal emails.

E.G. subscription-preferences, subscription-confirmation

Lead Scoring in the deal card

RRoballos — Thu, 22 Jan 2026 00:36:48 GMT

It would be great to be able to add the lead score to the deal card preview directly in the pipeline OR be able to modify the automated deal score.

I have custom properties, some of the things the AI considers are not important to us, so the deal score is not helping, and the lead score is the one we end up using.

Payment Schedule / Installments

HBarbosa5 — Wed, 21 Jan 2026 23:30:12 GMT

Today, the Payment Schedule (installments) feature only exists in the legacy quotes tool. In the new CPQ / Commerce Hub quoting experience, there is no native way to split the quote total into multiple installments with different due dates (e.g. 30/60/90 days).

In our use case (Brazil), it’s very common to work with:

Down payment + 2 or 3 installments (30/60/90 days);
Percentage-based split (e.g. 40% on acceptance, 30% on partial delivery, 30% on project completion);
Installments tied to project milestones.
It would be extremely helpful to have, in the new quotes experience, an equivalent of the legacy Payment Schedule, allowing us to configure:

Number of installments;
Amount or % per installment;
Due date (fixed date or milestone-based);
Clear display of these installments to the customer on the quote.
Without this, we have to describe in a manual way the payment structure only in “Terms and conditions”