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RyC
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Mitglied seit ‎Dez 9, 2021
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Ryan Crandall

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dbrown1 on Juli 25, 2019
It seems that for any Company that Tickets, Deals, Emails, are automatically associated with one another. This makes it difficult for our sales, service or billing teams working out of HubSpot to easily interact with our customers. For example, Beitrag ansehen
123 Likes
30 Antworten
RyC
Mitglied
Juli 20, 2023
This really needs to be fixed. Like another user said, it's turning our system to junk. Our issue is with Tasks. We have companies (referral p...Beitrag ansehen
tmcginnis on Juni 08, 2022
Please make it so we can change the default Task association feature. Currently, no matter where a task is created (Company, Deal, Contact or Ticket Record), it automatically associates the task with all of those objects and the 5 most recent Beitrag ansehen
7 Likes
6 Antworten
RyC
Mitglied
Juli 20, 2023
Really need this. I don't want a task created in a Deal to be associated with a related Company. We should be able to manage these defaults.
JeremyHong on August 07, 2020
For calculated properties that calculate Time Between Dates, it would be awesome if we could select the output metric (days/months/years) based on how precise we need the property to be. Currently, it appears HubSpot will display the exact nu Beitrag ansehen
174 Likes
33 Antworten
RyC
Mitglied
Juli 07, 2023
Really, really need this. Rounding decimal points and selecting desired duration units (days, weeks, months) on reports should absolutely be a built...Beitrag ansehen
Himation on Juli 01, 2019
It should be possible to bulk edit the associated company property for multiple contacts. At the moment, you need to change this one-by-one, which is unnecessarily tedious.
153 Likes
39 Antworten
RyC
Mitglied
Juli 06, 2023
Really need this! I've got thousands of Tasks that I would like to disassociate from Companies, and the only way I'm seeing to do this is a manual e...Beitrag ansehen
rgriss on August 16, 2021
We recently upgraded to sales enterprise. We are using a quote-based workflow. We want to build several notifications: for example, when a deal reaches a stage called "complete", but the customer has not yet paid their invoice, we want to send a r Beitrag ansehen
39 Likes
14 Antworten
RyC
Mitglied
September 20, 2022
Please add this feature. I tried the using the personalization tokens in a marketing email as suggested by @eterobby but couldn't get the correct...Beitrag ansehen
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