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TarynR
Participante | Parceiro Elite
Participante | Parceiro Elite
Membro desde ‎mar 16, 2018
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Dylan on Setembro 01, 2020
Associate custom objects with line items
Custom objects should be able to be associated with line items
Responder Idéia Custom Objects
60 avaliações positivas
12 Respostas
TarynR
Participante | Parceiro Elite
Agosto 10, 2021
It seems the association can be done but unfortunately doesnt work in the same way as the line itme association with deals. We would want to be able ...Leia mais
FernandoElias on Novembro 18, 2020
Making calculations within reports or dashboards
It'll be great to have this functionallity so we can have more powerful insights within HubSpot.
Responder Idéia Dashboards & Reports
700 avaliações positivas
138 Respostas
TarynR
Participante | Parceiro Elite
Janeiro 18, 2021
This is something that is really critical please HubSpot - We have many clients wanting this functionality and especially with the new report builde...Leia mais
TarynR on Janeiro 14, 2021
Bulk edit closed status on tickets (and deals) and enforce mandatory properties
We have a client that would like to be able to bulk edit tickets and close them all at once but would still like to be able to enforce completing mandotry properties in bulk as well the use case for this would be if they select a whol lot of Leia mais
Responder Idéia Tickets
8 avaliações positivas
5 Respostas
cbevan on Setembro 10, 2019
User Permissions - don't allow documents/email templates/etc. to be edited or deleted by users
I think this is fairly common for most companies. When we upload an official document or create an email template, it has been QAed by company information. While we let people edit the templates as they send them, we don't want them adding their ow Leia mais
Responder Idéia Account Settings
26 avaliações positivas
10 Respostas
TarynR
Participante | Parceiro Elite
Dezembro 04, 2020
This would apply for snippets as well please At the moment you cant even limit edit in general like you can with templates on the permissions setti...Leia mais
jameswindrow on Fevereiro 02, 2017
Copy contact properties to Deal?
I've created a custom source field for Contacts and mirrored it in Deals. The reason for this is because the Hubspot default options were too limiting and could not be edited. Now I want to map the fields so when a new deal is created from a Contact Leia mais
Responder Idéia Contacts Reporting Workflows
235 avaliações positivas
77 Respostas
TarynR
Participante | Parceiro Elite
Fevereiro 21, 2020
@MeganLegge I see that there is now the ability to copy contact properties to deals in contact workflows but not in deal workflows - Is that correc...Leia mais
willcurran on Abril 16, 2017
Deal fields in forms
We should be able to have people fill in CRM Deal fields on forms.
Responder Idéia Deals Forms
31 avaliações positivas
16 Respostas
TarynR
Participante | Parceiro Elite
Dezembro 16, 2019
Yes please - this is something that is really needed HubSpot A use case as follows - using deals for appointments at a spa as an example - you t...Leia mais
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