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hscomuser2345
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Member since ‎Aug 1, 2019
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hscomuser2345 on August 12, 2022
Is it possible to customize the properties shown in a custom section on a record sidebar?
So I know you can obviously customize the default sidebar properties for every user and that each user can further customize their own layouts. What I'm struggling with is how to customize the properties within a custom section on a per-user bas read more
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0 upvote
2 Replies
KirstenM on September 17, 2017
Show Win Probability as a Property
Win Probability should be available as a property that can be displayed as part of the deal columns - i.e. there should be the ability to see, at an overview level, what the win probabilities are for all current deals.
Reply Idea Contacts & Companies Deals Sales Reporting
105 upvotes
60 Replies
hscomuser2345
Contributor
July 06, 2021
Very much agree. This strikes me as a pretty straightforward capability, something you'd expect out of the box. The workflow idea posted above sounds...read more
Solved
psx on April 17, 2018
Dynamic Fields / Conditional dropdown lists
Hi I was looking into SuiteCRM (SugarCRM) – where it is possible to create dynamic fields – e.g. conditional dropdown list (What you select in one dropdown list decides what you can select in another drop down list. Does something similar exist read more
Reply Discussion
33 upvotes
15 Replies
hscomuser2345
Contributor
February 19, 2021
I see others have weighed in on this but I'll chip in some more comments for what it's worth - The suggested solution you offer here is only rele...read more
Solved
yatishm on May 20, 2019
Property field mapping
Hi there Is it possible to create a custom property that maps to values based on values in another property? Example. If we have a country property, could we have a custom property that maps (nice pun 🙂 ) to the continent. Eg. if a contac read more
Reply Discussion Contacts
1 upvote
3 Replies
hscomuser2345
Contributor
February 19, 2021
Hey Josh! I have a different flavor of field mapping than the use case described by Yatishm. If you're familiar with Field Mapping as its defined...read more
FelipeFelix on July 08, 2020
Looping workflows
Hello! I would love to have the ability to create looping workflows! With this I would be able to: Create workflows to sent automated emails every X time, like: send an important email every month to my customers with no time to end since t read more
Reply Idea Workflows
89 upvotes
31 Replies
hscomuser2345
Contributor
February 19, 2021
Yeah, I think this would be great. In my case, I'm envisioning using an infinite loop to automate some manual field entry. Specifically, for eac...read more
hscomuser2345 on August 18, 2020
ZoomInfo <> Hubspot Integration Breaks Hubspot Contact page
My firm recently onboarded ZoomInfo which has a handy integration with Hubspot wherein you can export contacts directly into Hubspot. For some reason, however, this integration completely breaks Hubspot's Contact page. Other pages work fine but the read more
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0 upvote
1 Reply
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