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TErickson_OW
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Member since ‎May 24, 2022
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  • solutions
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  • Replies
    3
  • Upvotes Given
    66
  • Upvotes Received
    21
  • Ideas
    1

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Trish Erickson

IT Management and System Administrator with a love for creativity and spreadsheets.

Activity

mfoldager on May 14, 2020
Ability to restrict permission to edit/delete other people's notes
In theory, anyone can make anybody say anything by editing their notes. It should be possible to restrict permissions to only edit own notes - despite the notes being added to a company you own. I am oftentimes leaving notes for my salespeople, read more
Reply Idea Account Settings
57 upvotes
25 Replies
TErickson_OW
Participant
March 06, 2024
We absolutely need this feature. I need the following Notes Abilities: -To make a Private Note that is not available to the Customer Portal on all ...read more
DReyes815 on July 12, 2022
Bulk remove association
Hello! I would love to have the option to bulk remove associations. For example, let's say that some contacts were accidentally bulk associated to the Company A but I wanted them to be in Company B. What I can do is bulk associate the contacts read more
Reply Idea Contacts & Companies
128 upvotes
20 Replies
TErickson_OW
Participant
January 29, 2024
Would really like to see this move up on the Roadmap. I find myself needing this as well today.
AHudson on May 07, 2021
Change color scheme of all reports - Even Hubspot curated ones
When using analytic tools, or default HS reports, you are unable to customize the color. Dashboards appear messy and disorganized when the scheme is not consistant. Perhaps being able to edit the color scheme for an entire dashboards reports would read more
Reply Idea Analytics Tools Dashboards & Reports Sales Reporting
55 upvotes
19 Replies
TErickson_OW
Participant
January 29, 2024
Yes please! With the new Brand Colors update it is going to be tedious to go report by report to change colors.
AFitch on December 08, 2022
Contact Overview - Spend History Graph
Loving the new Contact Overview tab! My sales team would love to see a graph of deal spend over time for their customer so they can see trends at a glance.
Reply Idea
1 upvote
1 Reply
TErickson_OW
Participant
April 11, 2023
YES Please!!
SOzaydemir on March 16, 2023
Ability to create a dashboard within the company view with charts
I would like to be able to create charts from an individual company's properties so that we can see the history for the change at a glance instead of having to go into details.
Reply Idea Dashboards & Reports
1 upvote
1 Reply
TErickson_OW
Participant
April 11, 2023
I am finding myself in need of this as well. Being able to Build a Dashboard that can be filtered by Company Name/Record and then displaying Reports ...read more
cweimert on June 18, 2021
Attach a Report to a Contact Record
It would be beneficial to have reports be tied directly to a contact record on the right hand section. Very similar to how you can view what workflows are tied to a customer. This would provide more insight to see what contacts are in which reports. read more
Reply Idea Contacts & Companies
3 upvotes
4 Replies
TErickson_OW
Participant
April 11, 2023
Would love to see the ability to add charts and graphs to the Contact, Company, Deal and Custom Object Records. Even Tickets!
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