クリエイティブな才能を開花させよう

My clients want to know how many deals and/or tickets were in a concrete Deal Stage or Ticket Column on a specific date or time period.   For example, how many tickets were opened in June (not based on create date, but just "active")?   As I know, for now it's impossible to do via dstandard report functionalities ...その他を表示

It would be super benificial to have the ability to customize the preview tab when looking at deals in pipelines. This would allow for quick access to information that our team needs with out having to acess the full view of the deal. ...その他を表示

When a user is deactivated - their Sales Hub user license should be freed up. The only way to free up the license is to remove the user from our Hubspot portal.   If you decide at a later date to re-activate the user - you should have to re-assign the Sales Hub license at that time.   This was a bit invovled to find and fix. Not very intuitive.   Thanks - AndrewinKC ...その他を表示

I've excluded my IP from traffic analytics, since I'm an internal employee and frequently viewing pages. However, I still need to be able to test forms, but because my IP is excluded, they don't come through. I wish there was a toggle for certain forms to "allow exlcuded IPs." ...その他を表示

In one of my clients' portals, we've built Custom SLA's for tickets. Now I'm trying to create a property 'Time until SLA breach', which is a difference between an actual time (ms) and a max time (ms) to work on a ticket. A workflow ensures this is expressed as either a negative or positive number.   Since it's shown in miliseconds, I figured I'd create a calculated property that multiplies it by 1 and shows it as a Duration. That works, except it isn't able to handle negatives. Seems to only be the case for Duration formatting. Selecting an (un)formatted number as output does show as a negative, but it would be fantastic if I could have something like:   -1 days, 4 hours   as the value. Basically the same that the Duration does now, but just with a negative sign in front of it.   ...その他を表示

Managing duplicates is pretty tedious. You could make it easier by: 1. Adding a REJECT button to the bottom of the pop-up window next to MERGE and CANCEL. 2. Advancing to the next duplicate in the list once you press either MERGE or REJECT.   Going out of the window and back to the main list each time is an unneeded step. Please help with this. ...その他を表示

I am having an issue where if there are multiple contacts in a ticket, the email conversations are not always flagged using our automation to move them to a specific status.  We use the standard built-in workflow to move tickets to a different status when an email is received. However, when there are multiple contacts in a ticket, HS seems to trip up. We can see these in the conversations tab because the email headers are YELLOW rather than BLUE. They tend to occur when an email is forwarded or has multiple recipients. In some cases, the email recipient is wrong. It's attributed to the other contact in the record, not the one who actually sent the message.  We need the automation to trigger every time there is an incoming email in a ticket, regardless of which contact sent it or if it came from an entirely new email address in response to an existing message in the ticket.  I contacted support and was essentially told that this feature is working as intended and that this would need to be a new feature request. ...その他を表示

Hello, I want to enroll contacts in a workflow at a specific date, some on 10/08, other people on 30/09 etc... The idea is to enroll people in this workflow when they've finished a training, so that they receive the 1st email 6 months later, and subsequent emails according to the timeframe we've specified (7 days between each email). I therefore need to enroll contacts based on different dates into the same workflow - on 10/08/23 those who finished on 10/02/23 - on 30/09/23 those who finished on 30/03/23 etc And in the near future, I'll start the workflow by registering : - on 28/04/24 those who will finish on 28/09/23" ...その他を表示

I'd like to report on Tasks based on business days. E.g. Show me how many tasks are more than 3 business days overdue. Anyone got any suggestions? ...その他を表示