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Thomas_Vanguard
Participant | Platinum Partner
Participant | Platinum Partner
Member since ‎Sep 10, 2017
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  • Upvotes Given
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  • Upvotes Received
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Activity

MrBean on October 24, 2022
Is there any way to use the "Created by User ID" property in a single object Report?
If you view the attatched photo-- you'll notice hubspot recognizes "Created by User ID" as a number and thus won't let you group/facet on those discrete values. . . (Only when using single-obj reports, wierdly enough the property works in custom re read more
Reply Discussion Professional Reports
4 upvotes
5 Replies
Thomas_Vanguard
Participant | Platinum Partner
April 14, 2024
Came across this exact issue, which is annoying. The report is a simple single-object report tracking how many contacts a user has created, wit...read more
JSlater on May 11, 2021
Pipeline/stage "total amount"
Can you please consider allowing for alternative properties to be displayed as the calculated total in the Pipeline/stage "total amount" section. This is defaulted to calculate deal amounts only, however, we would like the option to change this read more
Reply Idea Deals
29 upvotes
13 Replies
Thomas_Vanguard
Participant | Platinum Partner
December 06, 2023
Would really like this to be added. Now that HubSpot has expanded the deal value measurements it makes sense for this to trickle down into the...read more
Lucila-Andimol on November 06, 2020
Dashboard clone to other portals
As and agency we have some main dashboards that are usefull to all clients. Instead of creating each dashboardn in each client portal, we 'd love to clone the entire dahsboard to other portals (just as a CMS template). This 'd save so much time to a read more
Reply Idea Dashboards & Reports Partner Tools
96 upvotes
36 Replies
Thomas_Vanguard
Participant | Platinum Partner
August 15, 2023
This would be really beneficial. Also wouldn't hurt to have restricted viewing for the provider employee team for some reports.
Thomas_Vanguard on August 08, 2023
Partner dashboard
First up, we know that partitioned reports are an Enterprise feature. However, for many partner providers to add value we need to harness the power of reports within a client's portal. We also want to protect our IP, which includes creating reports read more
Reply Idea Dashboards & Reports
0 upvote
0 Reply
Thomas_Vanguard on July 10, 2023
Draft blog 'publish date'
[Agency perspective] Every time we have a new marketing manager start at a company their first question (when sent a draft blog article to preview) is, "I assume the publish date of January 1st 1970 will change when the blog is published?". read more
Reply Idea Blog
0 upvote
0 Reply
jaynescarman on November 22, 2019
Autoresponder on conversations inbox
An autoresponder on the conversations inbox would be really helpful. Our customers use an email address to report issues. When an email comes in, our support team manually creates a ticket and that triggers an email to the customer to say we've read more
Reply Idea Conversations
280 upvotes
69 Replies
Thomas_Vanguard
Participant | Platinum Partner
May 04, 2023
Boosting this as it's proving to be vital for some businesses we work with.
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