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sasteffl
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Member since ‎Jan 31, 2020
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  • solutions
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  • Replies
    6
  • Upvotes Given
    4
  • Upvotes Received
    37
  • Ideas
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Sam Steffl

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Activity

sasteffl on April 22, 2020
Print a Customer Record "Notes" Area
This seems like such basic functionality, but I'd like to be able to just print a customer record with their "Notes" field. We're a service based business so our field technicians like paper copies of customer records. The Hubspot CRM tool is so read more
Reply Idea Contacts & Companies
24 upvotes
17 Replies
sasteffl
Participant
December 15, 2021
@bendonahower @thechiefgood as Platinum Partner's how can we do a better job of getting visibility into this request by Hubspot?
sasteffl on April 22, 2020
Print a Customer Record "Notes" Area
This seems like such basic functionality, but I'd like to be able to just print a customer record with their "Notes" field. We're a service based business so our field technicians like paper copies of customer records. The Hubspot CRM tool is so read more
Reply Idea Contacts & Companies
24 upvotes
17 Replies
sasteffl
Participant
December 15, 2021
@bendonahower @thechiefgood as Platinum Partner's how can we do a better job of getting visibility into this request by Hubspot?
Solved
eblanchette1 on May 03, 2017
Search with Custom Properties
Hello, I’m trying to figure out a way to find contacts with a custom property. I’m trying to implement one way sync from our internal system to hubspot. I have a property called ‘internal-account-id’. It appears search only works with name and em read more
Reply Discussion Contacts
13 upvotes
47 Replies
sasteffl
Participant
February 28, 2020
How about just searching through you default properties, like Physical Street Address?
Solved
olson on February 17, 2020
search contacts by street address
In contact search, I have noticed that the search bar won't return matches to street address. I'm running a door-to-door campaign so the ability to quickly search by street address will be key. Any suggestions to enabling this or is this read more
Reply Discussion
6 upvotes
9 Replies
sasteffl
Participant
February 28, 2020
Good observation. I started a new thread so it's not marked as solved. https://community.hubspot.com/t5/CRM/CRM-Search-by-Street-Address-Doesn-t...read more
Solved
eblanchette1 on May 03, 2017
Search with Custom Properties
Hello, I’m trying to figure out a way to find contacts with a custom property. I’m trying to implement one way sync from our internal system to hubspot. I have a property called ‘internal-account-id’. It appears search only works with name and em read more
Reply Discussion Contacts
13 upvotes
47 Replies
sasteffl
Participant
February 28, 2020
How about just searching through you default properties, like Physical Street Address?
Solved
olson on February 17, 2020
search contacts by street address
In contact search, I have noticed that the search bar won't return matches to street address. I'm running a door-to-door campaign so the ability to quickly search by street address will be key. Any suggestions to enabling this or is this read more
Reply Discussion
6 upvotes
9 Replies
sasteffl
Participant
February 28, 2020
Good observation. I started a new thread so it's not marked as solved. https://community.hubspot.com/t5/CRM/CRM-Search-by-Street-Address-Doesn-t...read more
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