Jan 7, 2022 12:29 PM
I work in higher education and have a scenario where we are tracking applications as deals. We need to also track the supplemental documents associated with each application: document type, received date, [a couple other properties]. There are multiple document types and it's possible to have multiple items with the same type (identified by a document ID).
We'll store the actual documents externally and import that tracking metadata (document type, received date, [a couple other properties]) on a daily basis. I'm waffling on the most efficient way to track the supplemental documents. My initial thought was a custom object so I can fully control what we need and how it's displayed. But part of me thinks I can accomplish this using line items or .
I'm wondering if anyone out in the HubSpot world is working with a similar scenario and whether you have a suggestion for what path I should take. Thanks!
Jan 10, 2022 10:45 AM
Thank you for reaching out to the Community!
I want to tag in a couple of other users to see if they have any input on this matter:
Mia, Community Team
Jan 14, 2022 2:44 PM