Great minds think alike

Sam_Peoples

It would be amazing to customize the payment options for recording a payment that didn't go through hubspot. Right now, the only options are: ACH Cash Card Check Wire Transfer Other This can be found under "record payment" by going to an invoice, clicking preview, then "actions," and then "record payment." Please make these properties customizable to so those of us who use third party vendors as well can add that in. Thanks.

danmoyle

Had a client ask, "I've been entering notes under company records. But I don’t remember what companies now. Is there was to filter to see companies that have notes under them?" We can see associated notes on the index page, but it's not a filter for "associated notes is yes" or something similar. That would be great!

EPAFR

Hello, Since the update to the Quote interface, a quote template is pre-selected, which can lead to errors. Additionally, choosing the quote template at the end of the process generates errors within our teams. Would it be possible to revise the process so that the template is chosen at the beginning without any pre-selected template? Thanks for your feedback and your support

LouiseHare

It would be really useful to be able to create associations and update association labels in Lead based workflows. Leads can be manually associated to other record types so I don't see why these associations can't be automated like they can be for other objects.

ARubin3

I NEED to be able to allot sponsors and VIP to check out with a discount code that gives them 100% off, on the same registration form as others using another type of discount code!! Right now i have to create a secondary form for VIPs and set up a product that is $0 and instruct VIPs to NOT register on the main registration page to get their ticket. ITS A HORRIBLE EXPERIENCE.

DChepik

It would be nice to have the option to sort goals by performance or other custom columns in order to ease the process of focusing on goals per performance.

SJones608

I would like to submit a suggestion ... that when you Clone a social media post, it clones the same time and date that were already established on the original post.

CDetlefsen

We are trying to calculate the duration of a contract based on its start date and a "Contract Length" field (number - (months)). Is there a straightforward and accurate way to achieve this? For example: If a contract starts on January 1, 2025, and is a 15-month contract, the renewal date would be April 1, 2026. If a contract starts on January 1, 2025, and is a 12-month contract, the renewal date would be January 1, 2026. Any advice or suggestions would be greatly appreciated.

JPair

track workflow performance and objectives over given periods, not just cumulatively

AKulishova

In HubSpot, there is a feature that allows users to assign the status of a Marketing Contact, meaning I can grant users the rights to send small email campaigns to 50-100 people. With a monthly limit of 22,000 contacts, it's reasonable that I don't control these small campaigns. However, HubSpot also has a condition that if someone sends a campaign exceeding the limits, it automatically adjusts the number of Marketing Contacts for the remainder of the contract period. This means that any user who can send an email to 50 people could potentially increase the contract cost by a large amount, simply by mistake. Is it possible to set restrictions so that: It’s not possible to exceed the limits without approval from a super admin or someone responsible for contract renewals? Or set limits on the number of contacts a user can designate at once (for example, 500)?

Great minds think alike

Custom Payments

Filter for Associated Notes on Records

Update the process to create a quote

Ability to use association actions in Lead based workflows

100% off code on the same for as payment

Sort goals by performance or other columns

Cloning social media posts

Calculating Contract Length Based on Number of Months

track workflow performance and objectives over given periods, not just cumulatively

Marketing contacts / limits increase

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