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JLoomis
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Member since ‎Sep 7, 2021
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  • solutions
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  • Replies
    4
  • Upvotes Given
    21
  • Upvotes Received
    15
  • Ideas
    3

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Joseph Loomis

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Activity

shabermehl on April 10, 2020
Folders and Subfolders
Dear Community & Support, As a new user, I have to admit how put off I am by the lack of organizational options in HubSpot. Campaigns: For starters, there is not a way to organize overall campaigns. I find that HubSpot defines Campaig read more
Reply Idea Campaigns
97 upvotes
26 Replies
JLoomis
Participant
October 31, 2023
Please! For goodness' sake; this, and subfolders in all other areas should be a no brainer! Thank you
sbacookie on February 26, 2020
Associate tickets with other tickets
Working across multiple teams with multiple goals sometimes one customer project requires multiple tickets. As you are able to associate a ticket with a deal, company and contact. It could be nice if you were able to associate tickets with other t read more
Reply Idea Tickets
177 upvotes
49 Replies
JLoomis
Participant
August 23, 2023
Yes please
JLoomis on August 15, 2023
Filtering activities by date
Hi, It would be great if we could filter activities by date inside of records. I currently have to scroll back as far as I want to see a particular activity–pretty inconvenient. Thanks, JL
Reply Idea Activity Feed
0 upvote
0 Reply
NErspamer on June 21, 2023
Ability to move existing workflow folders into folder nesting
I want to create a master workflow folder and have sub-folders nested within the master folder. You can create nested sub-folders from scratch but I can't move historic folders into another folder to be nested. The workaround would be this: Creat read more
Reply Idea Workflows
5 upvotes
1 Reply
JLoomis
Participant
August 07, 2023
Yes, please! My pre-sub-folder days look like an absolute spaghetti mess and I need to be able to move old folders into some kind of an archive secti...read more
Wilco on March 03, 2017
Create a New Note or Log Activity in a WorkFlow
Is there a way to create a New Note or Log an Activity for a Contact in a workflow? It would seem this should be easy but I could find an anwser anywhere. Thanks for any guidance.
Reply Idea Contacts Lead Flows Workflows
107 upvotes
24 Replies
JLoomis
Participant
January 03, 2023
Please add this as a feature. Would make it so much easier to be able to track process right within a record through workflows without having to manu...read more
EMSAdmin on September 06, 2019
Now that you have created folders in Workflows, etc...
So I just looked at the workflow folder feature you added – thank you. HOWEVER, it has been my pet peeve that HubSpot is not consistent across the board (lists, workflows, emails, etc.) and this is just one example. For example: • Lists – you can t read more
Reply Idea Lists Workflows
35 upvotes
23 Replies
JLoomis
Participant
November 02, 2022
Dear Lord; please! Folders, subfolders, sorting A-Z, etc. This is basic stuff. So difficult to keep track of items in so many places in HubSpot. Than...read more
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