RachelDME

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Participant | Diamond Partner

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Upvotes Given
81
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6
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Rachel Howlett

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Activity

shiling on March 06, 2019

Configure quote number format

Currently the quote number is formatted as #yyyymmdd-xxxxxxxx, wherexxxxxxxx are random non-sequential numbers. I'd like to be able to configure how the quote number is formatted and generated, e.g. QU-xxxxxx, where xxxxxx is a sequential number. read more

Reply Idea Deals

221 upvotes

104 Replies

RachelDME

Participant | Diamond Partner

July 07, 2023

This absolutely needs to be customisable, have a client moving on to HubSpot with an established quote numbering system that they wish to maintain. H...read more

SamuelBanks on May 17, 2022

Add Ticket Properties to Filter Type in Contact-based Workflows

Hey HubSpot We work with a number of organisations that are migrating to the Service Hub from other software purely for HubSpot's centralised automation and suite of products. A recurring pain point is the lack of functionality to perform actions read more

Reply Idea Tickets Workflows

6 upvotes

4 Replies

RachelDME

Participant | Diamond Partner

May 24, 2023

This is so needed, especially with the advances around association labels. I am needing to automate an enrollment in sequence, for a 'project l...read more

NicoleSengers on February 21, 2022

Set Association Labels On Records via a Workflow

I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event f read more

Reply Idea Contacts & Companies Workflows

958 upvotes

252 Replies

RachelDME

Participant | Diamond Partner

January 19, 2023

Awesome, looking forward to the beta!

CSGerdes on October 02, 2020

Import objects using other properties for deduplication

We wan't to use other properties when we are importing companies and contacts into HubSpot, besides the predefined properties used. (Companies = domain name; Contacts = email). For instance, it would be easy to just match companies based on com read more

Reply Idea Companies

29 upvotes

9 Replies

RachelDME

Participant | Diamond Partner

October 20, 2022

A very needed feature. I work with clients where there may be multiple location of a business supported by the same domain, but they each have a uniq...read more

MStewart76 on August 04, 2021

See date when a Property was created

It would be great to see the actual date any property was created.

Reply Idea Properties

40 upvotes

14 Replies

RachelDME

Participant | Diamond Partner

July 19, 2022

Yes, this would be very useful to have. I have encountered this instance where duplicate fields appear and whilst I can see who created them I don't ...read more

ngambuti on February 24, 2020

Unmerging records

To be able to unmerge contacts. It is often an issue if two different contacts use the same browser, where their activity feed would be combined. To be able to check off which entries you are moving to a new contact, then create that new cont read more

Reply Idea Contacts & Companies Deals

162 upvotes

44 Replies

RachelDME

Participant | Diamond Partner

June 17, 2022

Yes, please add, human error does occasionally strike. Having an undo function from an area where you see past merged records would be great

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