Kari-M

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Kari Meyer

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Kari-M on January 25, 2024

Auto Assign - Copy a Company Property to a ticket Property when a ticket is created

We use our Tickets to sign a project into Design. When a project is signed in the head of our Design Dept manually assigns a Designer to that ticket (making them a Ticket Owner) after reviewing the ticket and understanding current workloads. So read more

Reply Discussion Workflows

0 upvote

2 Replies

Solved

DMiller95 on August 09, 2022

How to copy a value from the Company level to the Ticket level

I would like to build a workflow that enrolls every new ticket and copies down a field from the matching Company record called "Priority Score". I have created a ticket property for PriorityScore but it seems I can only copy FROM at ticket TO the C read more

Reply Discussion

0 upvote

6 Replies

Kari-M

Participant

November 13, 2023

I am needing to set this up as well. I tried building a company calculation for your item 1 referenced above but am only given Associated Deals or A...read more

StephD13 on November 12, 2020

Drag and drop files into attachments

It would be so much more convenient to drag and drop files into attachement area for the contacts and deals (more in particular the deals). At the moment you have to save into a folder then upload and access the file from your computer folder. It w read more

Reply Idea Deals

22 upvotes

10 Replies

Kari-M

Participant

October 30, 2023

Would love this feature as many users in our company have requested this.

Solved

Jayeshurath on September 28, 2021

See all my mentions in one place?

Is it possible to see all the tickets/conversations where I am mentioned in one place, just like Intercom?

Reply Discussion Chat

7 upvotes

8 Replies

Kari-M

Participant

October 02, 2023

It was recommended that I upvote this and provide my reasoning. The reason that I think being able to sort @mentioning is because there are times th...read more

Solved

Jayeshurath on September 28, 2021

See all my mentions in one place?

Is it possible to see all the tickets/conversations where I am mentioned in one place, just like Intercom?

Reply Discussion Chat

7 upvotes

8 Replies

Kari-M

Participant

October 02, 2023

It was recommended that I upvote this and provide my reasoning. The reason that I think being able to sort @mentioning is because there are times th...read more

ChristopherIsak on August 14, 2020

Like button

Hi HubSpot, can I get a like or thumbs-up button to react to interactions from other users on my tenant? Sometimes I can't support the task but just want to give a thumbs-up and show a little appreciation. What do you think?

Reply Idea Activity Feed

11 upvotes

2 Replies

Kari-M

Participant

August 10, 2023

Having a "thumbs up/Like" button in the notes section and other areas would be awesome! Sometimes we just want to acknowledge that we have read the ...read more

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