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shawnlin
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Member since ‎Feb 13, 2020
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Shawn Lin

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Activity

NatHiggins on March 02, 2021
Create a Follow Up Task when Sending an Email from the Inbox
When you send an email from a Company, Contact, Deal or Ticket record, you have the option to create a follow up task. It would be great if this functionality could also be available when sending an email from within the Inbox.
Reply Idea Conversations Tasks
32 upvotes
5 Replies
shawnlin
Participant
February 23, 2021
Hi Team, Noted there is a "Create A Follow-up Task" checkbox from various UI including email under contact/company profile and notes under contac...read more
Solved
DanielK on July 12, 2018
Is there a way to prevent my sales reps from deleting notes and activities?
Hi Community, Can anyone tell me if there is there a way to prevent my sales reps from deleting notes and activities? Thanks!
Reply Discussion
21 upvotes
38 Replies
shawnlin
Participant
September 17, 2020
If required by regulation, it sounds even more like a pressing need. Hope @Anonymous & HubSpot product team would take this important feedback in...read more
Solved
monicaway on April 19, 2017
Sorting contacts by Associated Company is not working
On the Contacts page in the CRM, I added the "Associated Company" column but I cannot sort the contacts list using this column. Any ideas?
Reply Discussion
32 upvotes
31 Replies
shawnlin
Participant
August 25, 2020
Hi Pam, I've left message in the post you indicated. Do you have a timeline when that idea will be reviewed?
Solved
DanielK on July 12, 2018
Is there a way to prevent my sales reps from deleting notes and activities?
Hi Community, Can anyone tell me if there is there a way to prevent my sales reps from deleting notes and activities? Thanks!
Reply Discussion
21 upvotes
38 Replies
shawnlin
Participant
September 17, 2020
If required by regulation, it sounds even more like a pressing need. Hope @Anonymous & HubSpot product team would take this important feedback in...read more
Solved
DanielK on July 12, 2018
Is there a way to prevent my sales reps from deleting notes and activities?
Hi Community, Can anyone tell me if there is there a way to prevent my sales reps from deleting notes and activities? Thanks!
Reply Discussion
21 upvotes
38 Replies
shawnlin
Participant
September 17, 2020
If required by regulation, it sounds even more like a pressing need. Hope @Anonymous & HubSpot product team would take this important feedback in...read more
Phildexter on May 31, 2017
Sorting list by associated company
for some reason it's not possible to sort the deals and contacts list by associated company. This would be very useful to group the deals/contacts from one company together while scrolling through the list. ...and since only a single compa read more
Reply Idea Contacts & Companies Lists
181 upvotes
53 Replies
shawnlin
Participant
July 28, 2020
This is very important. We can't figure out why it is not available. Initially we thought maybe its an alien property until today i exported deals a...read more
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