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amccarthy5892
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Member since ‎Sep 16, 2019
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  • Upvotes Given
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  • Upvotes Received
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Ashley McCarthy

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Activity

amccarthy5892 on June 28, 2024
Auto Create Product when a Custom Line Item is Added
Currently when a custom line item is added to a payment link, the custom line item is not auto-created as a product. Even the option to create as a product would be valuable. As a company who uses Quickbooks and sends our date to Quickbooks for read more
Reply Idea Payments
0 upvote
0 Reply
amccarthy5892 on May 09, 2024
Tie Billing Name to Email within Payment Links
I'm honestly surprised that I'm having to even suggest this; however, when a new customer (i.e. new email address) checks out within a payment link, it does not update the new customer's contact record with the billing name as the First Name or Last read more
Reply Idea Payments
0 upvote
0 Reply
PIrigoyen on May 24, 2023
Add validation for Phone Number on Forms
HubSpot does validate email addresses because there are backend records on the email addresses that can be checked online to verify if an email is valid or not. And so this is something that the forms tool does. If an email is not val read more
Reply Idea Forms
36 upvotes
3 Replies
amccarthy5892
Participant
January 31, 2024
Much needed!!
amccarthy5892 on July 28, 2023
Ability to Filter Contacts w/o a Task Assigned
We're currently trying to create a list of contacts who have received an outbound call but don't have a follow-up task. Currently, we can't filter for those who don't have an existing task. It would be great if this were an option for our sales read more
Reply Idea Contacts & Companies Lists
0 upvote
0 Reply
amccarthy5892 on January 13, 2023
Ability to Set Required Fields in Quotes
Would be highly valuauable to be able to add required fields to quotes We're specifically interested in requiring First Name and Last Name. Currently, this is not possible and when someone uses a email not in our Hubspot system, it auto adds read more
Reply Idea Products and Quotes
7 upvotes
2 Replies
AbbyDavey on March 05, 2020
Manually change quote status
Not all of our clients will sign a quote - so I would like the ability to manually change the quote status please.
Reply Idea Products & Quotes
175 upvotes
60 Replies
amccarthy5892
Participant
October 26, 2022
Would really be a value add to be able to manually adjust the quote status after it has been expired - we have an existing quote signed but "waiting ...read more
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