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TarynR
Participant | Elite Partner
Participant | Elite Partner
Member since ‎Mar 16, 2018
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  • solutions
    0
  • Replies
    3
  • Upvotes Given
    56
  • Upvotes Received
    39
  • Ideas
    2

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Taryn Reyneke

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Activity

Dylan on September 01, 2020
Associate custom objects with line items
Custom objects should be able to be associated with line items
Reply Idea Custom Objects
60 upvotes
12 Replies
TarynR
Participant | Elite Partner
August 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 ...read more
FernandoElias on November 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.
Reply Idea Dashboards & Reports
700 upvotes
138 Replies
TarynR
Participant | Elite Partner
January 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...read more
TarynR on January 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 read more
Reply Idea Tickets
8 upvotes
5 Replies
cbevan on September 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 read more
Reply Idea Account Settings
26 upvotes
10 Replies
TarynR
Participant | Elite Partner
December 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...read more
jameswindrow on February 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 read more
Reply Idea Contacts Reporting Workflows
235 upvotes
77 Replies
TarynR
Participant | Elite Partner
February 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...read more
willcurran on April 16, 2017
Deal fields in forms
We should be able to have people fill in CRM Deal fields on forms.
Reply Idea Deals Forms
31 upvotes
16 Replies
TarynR
Participant | Elite Partner
December 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...read more
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