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SBandara
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Member since ‎Dec 12, 2021
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Savi Bandara

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SBandara on January 10, 2024
Limit users receiving salesy emails
Hi, Is there a way to filter who should receive emails like "your 2023 Year in Review is in" salesy email. Thank you.
Reply Idea Sales Email Extensions & Add-Ins
0 upvote
0 Reply
MLiberato on May 18, 2023
Order Report Data by fiscal year
Hi Team, submitting the idea on a customer's behalf. Currently, the reports tool includes the option to filter the data by the account's fiscal Year settings, but when displaying the data it keeps the monthly order Jan-Dec, instead of using the ord read more
Reply Idea Dashboards & Reports
6 upvotes
4 Replies
SBandara
Member
June 14, 2023
Vote for this, our fiscal year runs Jul-Jun. The release of the comparison function was a major step forward, but with a need to produce reports tha...read more
SBandara on February 09, 2022
Default dashboard
Can we please have the default dashboard appears when we log into the hubspot account?
Reply Idea Account Settings
0 upvote
0 Reply
annemarien on August 26, 2020
Export a single property's sub-values (e.g. dropdowns, checkboxes)
We've conducted an internal review of properties and one of the needs was to see the values in dropdowns/checkboxes, and the only way was to manually copy out the values. Would be useful to be able to export them instead. Also do you need an ide read more
Reply Idea Account Settings
251 upvotes
55 Replies
SBandara
Member
December 16, 2021
I am wanting to filter the referrers who haven't done a deal with us via workflow. But Hubspot only pull-out the referrers only done deals even thoug...read more
SteveJenns on March 06, 2017
Field Dependencies for Contact Properties
I would like to set up field dependencies for Contact Properties, to ensure that my Sales/Marketing team are updating contact details correctly. For example, I would only want certain fields to be editable against a contact record if anoth read more
Reply Idea Contacts & Companies
1041 upvotes
312 Replies
SBandara
Member
December 12, 2021
Hi, I am wanting to do something similar like this, If anyone could help to develop this that would be great. Thank you SBandara
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