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Sales Hub Tools

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Solucionado

CSiragaki on Novembro 18, 2024

Help with Custom Object Token for Quotes Template

Hi everyone, I’m facing a challenging issue and could really use your help! I need to create a personalized token for my quotes template using a custom object (Vessel). Unfortunately, I’ve realized that directly pulling custom object properties Leia mais

Responder Custom Objects

0 avaliações positivas

2 Respostas

Solução Aceita

jforte

Top colaborador(a)

Novembro 18, 2024 03:53

Hey @CSiragaki loved your line of business (grandson of a a codfish captain here!). You need to create a workflow on the object you can re-enroll ...Leia mais

NMaric on Novembro 07, 2024

Extension of Meeting tool by product (from product library) and creating corresponding dashboards

Hello HubSpot Community, I hopefully chose the right location for my question below. I am looking forward to your input and ideas. Situation: We want to measure how much time our sales reps spend on after-sales tasks. The goal is to better unde Leia mais

Responder CRM Custom Objects Dashboards Meetings

0 avaliações positivas

2 Respostas

NMaric

Participante

Dezembro 07, 2024 07:23

Hi @PamCotton , thanks for your reply. I tried to follow your suggestions but there are several roadblocks that won't work as ho I would need th...Leia mais

Solucionado

DKahlon on Outubro 10, 2024

Service Object Enhancement

I've noticed that the service object is missing from the index page, and currently, we can't perform automation actions for it. It would be incredibly helpful to have the service object Leia mais

Responder Custom Objects

1 avaliações positivas

5 Respostas

Solução Aceita

karstenkoehler

Membro do Hall da Fama | Parceiro

Outubro 12, 2024 01:36

Hi @DKahlon , You're correct, the Services object does not yet appear in the navigation. You either have to access it through the index page d...Leia mais

Solucionado

AFlaherty6 on Julho 01, 2024

Building a product library

I'm wondering if other professional services firms are using the Product functionality in HubSpot and how. I'd like to be able to add different services to a Deal, but our pricing varies depending on a number of things, so then do I have to create a Leia mais

Responder Custom Objects

0 avaliações positivas

1 Respostas

Solução Aceita

HFisher7

Orientador(a) | Parceiro Elite

Julho 02, 2024 05:04

@AFlaherty6 - If the objective is to just track services per Deal, would it work to have a custom multi-checkbox Deal property called 'Services' wh...Leia mais

MMatschke on Abril 12, 2024

Custom Objects: Possible to default to "Create New"?

With custom objects, is it possible to set the default tab to Create New instead of Add Existing? For some of our purposes, it's not logical to Add Existing but instead of removing the tab it would be great if we could just select Create New as the Leia mais

Responder Custom Objects

2 avaliações positivas

1 Respostas

PamCotton

Gerente da Comunidade

Abril 12, 2024 19:36

Hey @MMatschke thank you for reaching out. In HubSpot, the default behavior for custom objects is to display the "Add Existing" tab when navig...Leia mais

Efigiann on Junho 26, 2023

Objects User Experience

It would make sense to be able to restrict the objects that you see linked to an object, depending on the function of the object itself. For example, if you have a Custom Object name ''X'' it does not make sense as a user to see on the right panel s Leia mais

Responder Custom Objects

0 avaliações positivas

1 Respostas

himanshurauthan

Autoridade no assunto | Parceiro Elite

Junho 26, 2023 06:02

Hello @Efigiann To return only defined properties, you can use the properties query parameter. For example, the following request will return onl...Leia mais

scarlex on Novembro 17, 2022

Group line items based on custom properties in a quote template

Hello everyone, We currently developing our own quot templates and looking for a way to group products by type. Licenses (ongoing costs) Consultation (One-off costs) Optional licenses Optional consultation To achieve this, we have adde Leia mais

Responder Custom Objects Templates

0 avaliações positivas

3 Respostas

scarlex

Participante

Julho 25, 2023 05:25

Unfortunately not. It’s still an issue for us.

CSPresson on Agosto 08, 2022

Association - Expand Data Pulled in Drop Down List

Please Help! We have created our own object and I am really stuck on the ability to Associate the Object with another Item. When I choose the Association, it just lists all the Objects - just the title. This doesn't help because our titles a Leia mais

Responder Custom Objects Enterprise

1 avaliações positivas

1 Respostas

MandyDROS

Top colaborador(a) | Parceiro Diamante

Agosto 09, 2022 11:18

Hello @CSPresson , Can I get a bit more detail about what you are looking to associate? Are you associating one object to another? Is...Leia mais

Solucionado

ChrisChiha on Junho 08, 2022

Fetching Associated Custom Objects into Quote template

Hello, So i am creating a custom quote template that can be generated from a deal, and that gets populated from the deal itself and the objects associated to it. So far i was able to fetch property value from the deal, company and contact object Leia mais

Responder Custom Objects Enterprise How-To Sales

0 avaliações positivas

9 Respostas

Solução Aceita

jeremymandle

Participante | Parceiro Diamante

Setembro 21, 2023 21:37

Figured it out. Rookie mistake and I am an uber-rookie at HubSpot. Forgot to wrap the whole thing in a simple "for" loop like so: {% for billin...Leia mais

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