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KWoodman
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Member since ‎Sep 24, 2021
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Katie Woodman

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Activity

BryonyEmbling on February 16, 2022
Some ticket properties that we have created include options that are no longer valid to be selected by team members in current or future tickets. However, we cannot delete these options without the data being removed from important reports that have read more
27 upvotes
7 Replies
Member
June 07, 2024
This would be useful - also at Deal and Company level too
jpasik on October 20, 2022
Objective Hide specific property options from users (in the portal, and not only in the forms) and still be able to report on these options or select them in the workflows Background we want to hide specific options to users from further u read more
56 upvotes
13 Replies
Member
June 07, 2024
This would be really useful. We are in the process of changing how Deals are categorised but we will need to retain historical data....
melissachowning on October 02, 2023
The Recurring Revenue Analytics default report is great but cannot be exported, which is a VERY common request for accounting teams who want data like this in excel for review or manipulation. This report needs an export to excel and export to PDF o read more
4 upvotes
1 Reply
Member
October 31, 2023
Tagging onto this feedback item on the new Recurring Revenue Report... Many of deals my business logs wont use the 'line items' feature so the...read more
KWoodman on January 05, 2022
As a Service Hub User, being able to set Global or team Font settings to ensure emails sent to respond to Tickets align with our Corporate Brand Guidelines would be really useful! Currently, for any bespoke responses that my team do not have a e read more
1 upvote
0 Reply
pundir on July 15, 2020
Often the most important information we want to provide our customers resides in nicely formatted beautiful tables (we usually copy from Excel and paste into Gmail). Unfortunately, Hubspot email templates and snippets do now allow tables. Hence our read more
Member
January 05, 2022
100% agree - to not be able to paste in a table of information into a response email sent from HubSpot is frustrating...
JoanneTapping on September 10, 2018
Whilst the Ticket system is useful, when you have 150-200 tickets in varying pipelines within ServiceHub can be confusing when searching for a particular ticket. It would be immensly valuable to include the Ticket ID to all subsequent emails fro read more
219 upvotes
70 Replies
Member
January 05, 2022
We have received client feedback that the lack of Ticket ID in emailed replies from Support tickets is very confusing and this is generating red flag...read more
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