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JDonald1
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Member since ‎Jun 14, 2021
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  • Upvotes Given
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  • Upvotes Received
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laureness on June 16, 2020
Meetings missing zoom link
when a meeting is booked, the invitation goes out with the zoom meeting link. After that, the reminder emails only include details in the invitation description but does not include the location. The location is the zoom meeting link so people have read more
Reply Idea Meetings
11 upvotes
8 Replies
JDonald1
Participant
March 25, 2024
This is still an issue 4 years later...
JRamsey7 on August 20, 2022
Folders to Organize Reports & Dashboards
How does this not exist? There are folders to organize workflows, but not reports or dashboards. This is a major oversight. I have found numerous discussions here and elswhere with many other folx interested in this feature. Can we please read more
Reply Idea Marketing Reporting
94 upvotes
25 Replies
JDonald1
Participant
March 14, 2024
Yes! Folders for reports please 🙂
JButler8 on October 17, 2023
Hubspot Sales Prospecting Tool
Hi Hubspot, After a few weeks of exploring the new Prospecting tool, there are few roadblocks that I've come across that don't seem to make much sense. For instance, when I try to add leads to the prospecting lead page for one of our sales team read more
Reply Idea Sales Reporting
21 upvotes
10 Replies
JDonald1
Participant
March 11, 2024
We ended up with 3k+ dupes when setting up new lead records- definitely need a native dedupe functionality. We ended up engineering a very complex wo...read more
Snaedis on September 07, 2020
More flexible knowledge base design and layout, including custom HTML/CSS
There have been a number of different posts in the Community which are about the same core need (customizing the styling of the knowledge base), but many have been marked as "solved" or "delivered" because of options that get you part-way there. I'm read more
Reply Idea Knowledge Base layout styling Template Design Templates
1006 upvotes
196 Replies
JDonald1
Participant
July 17, 2023
We need to be able to customize the KB template to align with the styling, branding, header, footer and navigation/megamenus on our website. Should f...read more
GizmoCares on March 30, 2020
Templates for Knowledge Base Articles
We need a way to build Templates in the Knowledge Base system for creation of Articles. Currently we use a Google Drive Doc template and copy/paste into the KB. Even if we could just CLONE an article, that would allow us to create a group of te read more
Reply Idea Knowledge Base
12 upvotes
4 Replies
JDonald1
Participant
July 17, 2023
Yes- need to be able to customize KB template to align with our branding, header, footer and navigation/megamenus on our website.
JDonald1 on May 30, 2023
Edit iFrame container size for book a meeting form
Can anyone suggest a hack to work around the limitation of not being able to edit the container size for the iframe when generating embed code for a "book a meeting" form? The default container size is not tall enough to view enough form fields with read more
Reply Idea Meetings
4 upvotes
1 Reply
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