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azalaquett
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Membre depuis ‎août 28, 2019
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JasonTisdall le Octobre 29, 2020
Have a sequential deal number created each time a deal is created
This would essentially allow us to create a unique job number with each new deal. It would be so useful and would then be used as the root for a whole range of quotes and orders. There is a similar request here https://community.hubspot.com/t5/ Lire la suite
Répondre Idée Deals
74 Mentions J'aime
53 Réponses
azalaquett
Contributeur
Octobre 18, 2022
We do have it in our subscription, but I'm not sure if it was a requirement. @MatthewBoyd do you have the answer to that?
JasonTisdall le Octobre 29, 2020
Have a sequential deal number created each time a deal is created
This would essentially allow us to create a unique job number with each new deal. It would be so useful and would then be used as the root for a whole range of quotes and orders. There is a similar request here https://community.hubspot.com/t5/ Lire la suite
Répondre Idée Deals
74 Mentions J'aime
53 Réponses
azalaquett
Contributeur
Octobre 18, 2022
We do have it in our subscription, but I'm not sure if it was a requirement. @MatthewBoyd do you have the answer to that?
Pcr le Janvier 13, 2021
Folders on attachments ?
Hi, Is there a way to organize a contact's attachments in different folders / subfolders, with hubspot or an extension? It is difficult to navigate when sending multiple documents. At the very least, sorting by date would be interesti Lire la suite
Répondre Discussion Enterprise
5 Mentions J'aime
2 Réponses
azalaquett
Contributeur
Octobre 14, 2022
Yes, and please upvote this post as well @Pcr ! Add Attachments Folders, Search & Sort Functionality In Right Hand Rail of All Record Types ...Lire la suite
azalaquett le Octobre 14, 2022
Add Attachments Folders, Search & Sort Functionality In Right Hand Rail of All Record Types
Please expand the Attachments functionality in the Right Hand Rail for all Record types (Deals, Contacts, etc.) by adding the ability to organize attachments by folders (eg. Quote Revisions, Drawings, etc.), sort attachments (by properties like date Lire la suite
Répondre Idée Contacts & Companies Deals
1 Mention J'aime
0 Réponse
JessicaReed le Septembre 23, 2019
Create folders within 'attachments' section to easier manage documentation.
I am wondering if there is a way to upload the 'attachments' on a contacts page to be in folders instead of just uploading into a bit of an unorganised mess. If that makes sense. For example with recruitment purposes, if we could create a 'C Lire la suite
Répondre Idée Contacts & Companies
148 Mentions J'aime
62 Réponses
azalaquett
Contributeur
Octobre 14, 2022
Agreed, also please add the ability to sort the Attachments within the folders, so that you can see the most recently updated versions or most recent...Lire la suite
joverholt le Octobre 11, 2019
Opt Out Option for email attachments automatically be added to the Attachments section of the record
Our sales team is havi ng difficulty with the feature where when a one-to-one email is sent in HubSpot, any attached files will also automatically be added to the Attachments section of the record. R esulting in 1.) confidential, se Lire la suite
Répondre Idée Deals Integrations Sales Email Extensions & Add-Ins
70 Mentions J'aime
22 Réponses
azalaquett
Contributeur
Octobre 14, 2022
Hi everyone!This may mean this is "solved" Just wanted to make sure that you knew that there is the ability in settings to "turn off" the automated e...Lire la suite
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