Las grandes mentes piensan igual

Hi,   Once a deal is created, I need to copy the record ID of that deal into a custom field on line_items. I don't see any option for this via the workflows as it seems that line_items are mainly excluded. Also, my custom field cannot be edited directly from the line_items page. You have to open it separately and update it via the current form. Any ideas?    Andreea ... Mostrar más

Idea to allow deleted objects to be restored via API, using their IDs. ... Mostrar más

If you count in the following pivot table the amount top down, then the sum is not the shown one.  That is pretty confusing if you want to trust the data or report by showing thirds. This is wrong in my opinion. There is already a chat konversation with Andrew about it. ... Mostrar más

Hi everyone,   It happens quite often that comments are marked as solutions that are not solutions at all. In addition, statements or observations such as "That doesn't work", for example, are not a solution to a problem in the true sense of the word for me personally.   That's why I wanted to suggest that perhaps only the creator of the respective thread can decide whether his question has been answered with a solution.   Thank you for reading and best regards Dennis ... Mostrar más

How can I manage the product unit and display it on the documents? How should the unit (Piece, lump sum, hour) in which a service or item is offered be displayed in the quotation in Sales?   Every ERP or the other common CRM systems can map this in the standard system. I currently make do by always entering the text "The item is specified in xyz" by hand in the description of the product line.   Proposal: A new field on the product card and a standard column on the offer and invoice documents ... Mostrar más

Hi   We use different teams to structure the users and security of the crm data.       At the moment, I have no possibility to see the history of the members of a team. I want to see form when to when was a user part of the team. Who added the user to a team, who removed the user from the team. From the other side, I want to see from a user, when did he join a team and when he left a team, who did the moduification. e.g. a user can be part of more than one team, so it would be nice to have a timeline (table) with the history.   Thanks and best regards Bernhard  ... Mostrar más

It would be amazing if we could measure goal attribution (revenue) from deal-split value, now that deal-splits is a thing in HubSpot. Example: Deal A has a value of 1.000€, it has a Deal-owner (primary user) and there are 2 deal split owners User A (Deal owner) - 50% deal split User B (50% deal split) Currently when measuring in the goals section of HubSpot, it would attribute 100% of the deal value - 1.000€ to user A, as that is the deal-owner.  Is there any plans on making this more customizable?  ... Mostrar más

It would be great if a filter could be added to the inbox, to filter by contact known/unknown. It would speed up the process of immediately identifying relevant emails and prioritize the ones coming from known contacts. ... Mostrar más

I am travelling a fair bit for work and jump between time zones.   Example: I am in the CET timezone and will travel to the PST timezone from 05/01/24 <> 05/09/24. I would like to block out my travel days or, even better, change my available times to the time zone I will be in during that period.    Hubspot provides me the possibility to add one customised meeting schedule, but that prevents people from booking me when I return = delay in sales = delay in revenue - y'll get me ... Mostrar más