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JOakley
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Member since ‎Mar 3, 2021
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  • Replies
    13
  • Upvotes Given
    28
  • Upvotes Received
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  • Ideas
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Jessica Oakley

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Activity

cmccabe on March 23, 2020
Allow Customization of Preview Panel and Record Right Sidebar
I am implementing HubSpot Sales and CRM company-wide. We are starting with the most important features and rolling out 'nice-to-haves' as adoption increases. We are not using Tickets, Workflows, Memberships, or Playbooks at this time. Those features read more
Reply Idea Account Settings
153 upvotes
66 Replies
JOakley
Contributor
October 09, 2023
+1 for needing to customise the Preview panel. New things have been added recently and it's made viewing the important information more complicated ...read more
ZGarcia on August 26, 2022
Filtering by Call Direction
In a single object report, I should be able to filter by call direction. Will help improve quick report builds regarding calls.
Reply Idea Sales Reporting
12 upvotes
6 Replies
JOakley
Contributor
September 03, 2023
+1. Call direction is pretty useless as a field if it can't be reported on. Please add urgently.
IW on July 22, 2020
Bulk delete attachments
It should be possible to delete more than one attachment at a time from a company and/or contact.
Reply Idea Contacts & Companies
100 upvotes
45 Replies
JOakley
Contributor
July 11, 2023
Can we please get some movement on this feature? It's pretty ridiculous to have so many people asking for this and literally no response from Hubspo...read more
claratan on February 19, 2019
Checkbox option for Terms & Conditions in Quotes
It would be useful to implement a checkbox option to insert terms and conditions before the prospect clicks "purchase".
Reply Idea Products & Quotes
62 upvotes
20 Replies
JOakley
Contributor
January 25, 2023
Yes please! This would be so helpful!
mlangner on September 11, 2020
Sorting Columns in Company by Custom Property?
I am trying to understand the sort logic for Company views so that I can get the information I need displayed in the order I want. I'd like to sort by a custom property called "Target" which is a radio button property that has the following choices read more
Reply Discussion
4 upvotes
6 Replies
JOakley
Contributor
January 15, 2023
@hubspot Any movement on this? Two years and counting, would be really great to understand how we can order these things properly, it's getting pr...read more
DCockayne on February 21, 2022
Trying to report on Deal One-Time Subtotal
ts important that I can accurately report and forcast to the business the annual recurring values of the deal as well as the one-time values. The ARR is no problem at all but I cannot find a way of reporting the one-time subtotal from each deal. It read more
Reply Idea
6 upvotes
7 Replies
JOakley
Contributor
December 01, 2022
Upvoting this, this is going to be essential for us to remain with hubspot. I need to provide this monthly to US for reporting. If we can't find a ...read more
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