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DRosier
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Member since ‎Jul 28, 2020
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  • Upvotes Given
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DRosier on January 05, 2024
workflow trigger if deal properties match
Hello World, I am trying to trigger a workflow on a start date property that we have for each deal. I want the workflow to trigger if another deal is entered with the same start date (customers should only have one order per start date and we ne read more
Reply Discussion Enterprise
0 upvote
1 Reply
DRosier on September 25, 2023
Email Dashboards are incomplete
When emailing dashboard reports the data is incomplete in the email view or in the attachment. You are required to click to view the report in hubspot. This is an issue reported multiple times in various ways in the community but seems to be falling read more
Reply Idea Dashboards & Reports
0 upvote
1 Reply
DRosier
Contributor
September 25, 2023
Here is a similar request, with more than enough upvotes and requests for updates. https://community.hubspot.com/t5/HubSpot-Ideas/Ability-to-share-d...read more
DRosier on September 25, 2023
Email Dashboards are incomplete
When emailing dashboard reports the data is incomplete in the email view or in the attachment. You are required to click to view the report in hubspot. This is an issue reported multiple times in various ways in the community but seems to be falling read more
Reply Idea Dashboards & Reports
0 upvote
1 Reply
DRosier
Contributor
September 25, 2023
Here is a similar request, with more than enough upvotes and requests for updates. https://community.hubspot.com/t5/HubSpot-Ideas/Ability-to-share-d...read more
Nickdhutchinson on July 30, 2020
Ability to share dashboards externally
It would really benefit our team if we would be able to share our dashboards with customers. I have tried the email function but unfortunately, it cuts half of the dashboard out. A live dashboard would be even better 🙂 Nick
Reply Idea Dashboards & Reports
236 upvotes
81 Replies
DRosier
Contributor
September 25, 2023
@SSahai2 I am echoing all of the folks looking for this. Please give us an update.
jdcrwn on May 29, 2021
Custom Business Day/Holiday Calendar for Chat bot availailty
Would be nice to have a feature to customize what days are recognized as non-business days. It'd be convenient to set certain days to automatically offline/office closed (not just weekends) for our clients on chat.
Reply Idea Live Chat & Bots
44 upvotes
18 Replies
DRosier
Contributor
September 06, 2023
Here we go again. Another national holiday has passed and someone forgot to turn off chat. This is ridiculous. I am getting the craziest feature upda...read more
DRosier on August 22, 2023
Time Between Deals
I’m hoping there is a way to calculate these items and be able to report on this information. For a contact: Number of days since their last deal Average (number of days) between deals The time between the most recent deal and the 2nd most re read more
Reply Idea Deals
0 upvote
0 Reply
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