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azalaquett
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JasonTisdall on Outubro 29, 2020
Have a sequential deal number created each time a deal is created
This would essentially allow us to create a unique job number with each new deal. It would be so useful and would then be used as the root for a whole range of quotes and orders. There is a similar request here https://community.hubspot.com/t5/ Leia mais
Responder Idéia Deals
94 avaliações positivas
62 Respostas
azalaquett
Colaborador(a)
Outubro 18, 2022
We do have it in our subscription, but I'm not sure if it was a requirement. @MatthewBoyd do you have the answer to that?
JasonTisdall on Outubro 29, 2020
Have a sequential deal number created each time a deal is created
This would essentially allow us to create a unique job number with each new deal. It would be so useful and would then be used as the root for a whole range of quotes and orders. There is a similar request here https://community.hubspot.com/t5/ Leia mais
Responder Idéia Deals
94 avaliações positivas
62 Respostas
azalaquett
Colaborador(a)
Outubro 18, 2022
We do have it in our subscription, but I'm not sure if it was a requirement. @MatthewBoyd do you have the answer to that?
Pcr on Janeiro 13, 2021
Folders on attachments ?
Hi, Is there a way to organize a contact's attachments in different folders / subfolders, with hubspot or an extension? It is difficult to navigate when sending multiple documents. At the very least, sorting by date would be interesti Leia mais
Responder Discussão Enterprise
7 avaliações positivas
2 Respostas
azalaquett
Colaborador(a)
Outubro 14, 2022
Yes, and please upvote this post as well @Pcr ! Add Attachments Folders, Search & Sort Functionality In Right Hand Rail of All Record Types ...Leia mais
azalaquett on Outubro 14, 2022
Add Attachments Folders, Search & Sort Functionality In Right Hand Rail of All Record Types
Please expand the Attachments functionality in the Right Hand Rail for all Record types (Deals, Contacts, etc.) by adding the ability to organize attachments by folders (eg. Quote Revisions, Drawings, etc.), sort attachments (by properties like date Leia mais
Responder Idéia Contacts & Companies Deals
5 avaliações positivas
0 Respostas
JessicaReed on Setembro 23, 2019
Create folders within 'attachments' section to easier manage documentation.
I am wondering if there is a way to upload the 'attachments' on a contacts page to be in folders instead of just uploading into a bit of an unorganised mess. If that makes sense. For example with recruitment purposes, if we could create a 'C Leia mais
Responder Idéia Contacts & Companies
190 avaliações positivas
103 Respostas
azalaquett
Colaborador(a)
Outubro 14, 2022
Agreed, also please add the ability to sort the Attachments within the folders, so that you can see the most recently updated versions or most recent...Leia mais
joverholt on Outubro 11, 2019
Opt Out Option for email attachments automatically be added to the Attachments section of the record
Our sales team is havi ng difficulty with the feature where when a one-to-one email is sent in HubSpot, any attached files will also automatically be added to the Attachments section of the record. R esulting in 1.) confidential, se Leia mais
Responder Idéia Deals Integrations Sales Email Extensions & Add-Ins
75 avaliações positivas
25 Respostas
azalaquett
Colaborador(a)
Outubro 14, 2022
Hi everyone!This may mean this is "solved" Just wanted to make sure that you knew that there is the ability in settings to "turn off" the automated e...Leia mais
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