Great minds think alike

Posting on behalf of a customer!    The current custom object tool does not allow for us to filter/create a list of custom objects based on the company associated as well as based on the properties of a custom object.    It will be great if we can do the following:  1. filter the custom object based on the company associated, 2. filter the custom object based on the properties of the custom object For example, to show the custom objects (e.g. number of services) that are associated to a company record, and then filter based on the properties of the custom object    ...read more

Currently we are not able to run reports looking at Activities within Custom Objects. It automatically defaults to Contacts and pulls the activity from the Contact record, not your Custom Object.   We use a few Custom Objects and I am trying to pull a report to show the Notes Body of the notes within our Events records.   The more reporting we can do, the better!    Please help. ...read more

We have created a Custom Object for Sales Tickets and use a pipeline BUT we are not able to make any properties mandatory unless its at the creation stage. We want to be able to make certain properties mandatory at certain pipeline stages.    For example, when the ticket goes to Closed, we have a Closed Reason section but this is being missed as it is not mandatory.  ...read more

Hello,   My team uses Hubspot as their email/Outlook and it would be super helpful to have color coding comment boxes !    Currently, there is only yellow. ...read more

We are working with a custom object ("Projects") for our post-sales Delivery and onboarding process.  Playbooks are available on all standard objects (Companies, Contacts, Deals, Tickets), but not Custom Objects.  This would be such a game changer for our team to have access to Playbooks - all the users of our custom object have paid Service Enterprise seats to access other paid features like snippits and templates, but we're really missing Playbooks on this custom object.   WHO: users of custom objects, in our case - post-sales Delivery, for whom Deals and Tickets aren't quite suitable objects to use. GOAL: leverage Playbooks to embed working instructions in a custom object, and standardize the collection of critical data properties during the various pipeline stages for the custom object VALUE: easy onboarding of new team members, structured gathering of information and notes/documentation EXAMPLES: literally the same way Playbooks can be used on Contacts, Companies, Deals, and Tickets 😁 ...read more

You could insert a filter to search for associations made between custom objects and standard objects. For example: advanced filters > add filter: "custom object associated" (associated object name).   ...read more

In the Object views (Contact, Company, Custom Objects) I'd love to be able to rename the columns without having to rename the properties themselves.    For example, we have an object for "Services." In the object we have properties for the consulting hours they've purhcased and used, which then affect a calculated property for time remaining. The naming conventions are fine, but when I set up my view I'd love to change the column names so I can resize the columns. See example:  I want to see Purchased, Used, Remaining without having to change the property names.    Thanks!   ...read more

We want to use "Tasks" more intensively for all sales activities.   We cannot create a user-defined custom Property to build custom columns for our Sales Reps. It would be great to enable this functionality.    ...read more

GraphQL is a powerful tool that can be used (and currently is being used) in ways outside the CMS's scope. It's become a popular way to run advanced searches that the normal search endpoints can't handle. So why is it still paywalled in the pro and enterprise CMS plan? Every portal should have the ability to use GraphQL, just like every portal can use the search endpoint. There are a lot of things that people can't build currently because of their lack of access to GraphQL. Would love to see that changed. ...read more