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GMarks
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Member since ‎Dec 14, 2020
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  • Upvotes Given
    36
  • Upvotes Received
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  • Ideas
    3

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Greg Marks

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Activity

lnoel on March 23, 2017
Add a comment to a note/email
It would be great to be able to add a comment to a note or an email that has been entered earlier. To create a note and comment chain. I currently use HighRise CRM and one feature I use every day is adding comments to notes or emails in a c read more
Reply Idea Contacts & Companies Tasks
47 upvotes
44 Replies
GMarks
Participant
September 01, 2023
This idea is flagged as "Delivered" but it doesn't appear to be an available feature yet within a Ticket. I would like to be able to add comments to ...read more
Solved
cstaffordlena on February 10, 2022
Remove Deactivated Users from assignment options
We have been using the deactivate setting for employees who leave our organization to perserve historic records, etc. but it's annoying that they continue to show up in drop down lists for assigning tasks, companies, contacts, etc. If a user is deac read more
Reply Discussion Enterprise
6 upvotes
11 Replies
GMarks
Participant
June 16, 2022
I ran into this today as well, so I submitted an Idea as @karstenkoehler suggested. Here is the link to the Idea so you can upvote it if you like: ...read more
GMarks on June 16, 2022
Remove Deactivated Users from assignment options
This issue has been brought up a few times in the Community, but it doesn't look like it was added as an Idea. When an employee leaves, we deactivate their account in HubSpot. This allows us to preserve historic detail. This is great and somethi read more
Reply Idea Users & Teams & Permissions
44 upvotes
10 Replies
MattPutt on November 11, 2019
Lock/restrict the ability to edit lists and/or workflows
We have developed an automated scoring and lifecycle progression process, it is reliant on lists and workflows. All it takes is for someone to remove/add or edit in any way, one of the key lists and suddenly the whole process is thrown off course. C read more
Reply Idea Lists Workflows
18 upvotes
10 Replies
GMarks
Participant
May 16, 2022
Critical for integration with applications like Oracle Netsuites as well as key marketing lists. We should be able to save lists that can only be edi...read more
SteveJenns on March 06, 2017
Field Dependencies for Contact Properties
I would like to set up field dependencies for Contact Properties, to ensure that my Sales/Marketing team are updating contact details correctly. For example, I would only want certain fields to be editable against a contact record if anoth read more
Reply Idea Contacts & Companies
1041 upvotes
312 Replies
GMarks
Participant
November 02, 2021
Not sure if it falls directly in line with this idea, but I'd like to be able to require that certain teams complete required fields when adding cont...read more
techguardnathan on May 06, 2019
Use Microsoft Teams for Calls
Since Microsoft is going away from Skype and integrating that functionality into Teams, it would be great to have the calling feature integrated with Teams.
Reply Idea Calling
226 upvotes
85 Replies
GMarks
Participant
October 29, 2021
We are getting ready to move over to Microsoft 365 and use Teams for our phone system. We'd love to be included in the Beta as soon as it is availabl...read more
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