Switch date stamp property to date only

SOLVE
niculeica
Member

Hello,

 

Is it possible to change a Deal Stamp type property, such as Recurring revenue inactive date, to Date type (only date)? This impacts doing business in multiple timezones, specially for reporting purposes.

 

Thank you!

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Accepted Solutions
karstenkoehler
Solution
Hall of Famer

Hello @niculeica,

 

the recurring revenue deal properties are auto-generated by HubSpot, their type cannot be changed (similar to many default system properties).

 

If you're using these properties, that means that you're on Sales Hub Enterprise and have workflows. You could use a workflow to copy the Recurring revenue date into a custom date picker property:

 

karstenkoehler_0-1625649526866.png

 

If you want HubSpot to always copy the latest value, you'd have to enable re-enrollment as well.

 

The revenue tracking analytics tool would however not pay any attention to this property. It's simply a copy that you created in the format of your liking.

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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karstenkoehler
Solution
Hall of Famer

Hello @niculeica,

 

the recurring revenue deal properties are auto-generated by HubSpot, their type cannot be changed (similar to many default system properties).

 

If you're using these properties, that means that you're on Sales Hub Enterprise and have workflows. You could use a workflow to copy the Recurring revenue date into a custom date picker property:

 

karstenkoehler_0-1625649526866.png

 

If you want HubSpot to always copy the latest value, you'd have to enable re-enrollment as well.

 

The revenue tracking analytics tool would however not pay any attention to this property. It's simply a copy that you created in the format of your liking.

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

niculeica
Member

Thank you, @karstenkoehler!

 

Was trying to avoid this, but absence to other possibility, it helps.

 

Have a good one!

karstenkoehler
Hall of Famer

Happy to help! If you consider this thread closed, you can help the community by accepting my reply as a solution. I'd appreciate it 🙂

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

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