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TashKearney
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Natasha Kearney

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TashKearney on November 29, 2023
Allow Workflow to Copy Pinned Notes to Associated Records
We have a custom module we use for tracking our licenses. Most of the information will be in a field, but we will also make notes on the record and will pin important notes relevant to the next renewal. What we need is to be able to add workflow Beitrag ansehen
Antworten Idee Activity Feed
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0 Antwort
egp19 on Mai 29, 2020
Calculated properties for Products
Now that we can create custom properties for Products, can we enable calculated properties for Products? Without this basic feature, our products have quantitative properties that we have to manually calculate before adding to HubSpot. This creates Beitrag ansehen
Antworten Idee Products and Quotes
255 Likes
67 Antworten
TashKearney
Mitglied
November 28, 2023
We need this too, can we please get an update
lalexander on Februar 11, 2019
Customize default deal name
Hey team! It would be great if it were possible to customize the default deal name. When creating a new deal from a contact/company record, for example, some customers may want to automatically pull in both the contact and the associated company's Beitrag ansehen
Antworten Idee Deals
205 Likes
71 Antworten
TashKearney
Mitglied
November 28, 2023
This would be so helpful
IMroz on Juli 11, 2022
Automated Currency Conversion in Product Library
Currrently the HubSpot product library line items do not automatically convert their price when a new Default currency is set in the HubSpot Defaults settings. We have to manually calculate and add the currency conversions when a line item is added. Beitrag ansehen
Antworten Idee Products and Quotes
22 Likes
6 Antworten
TashKearney
Mitglied
Oktober 15, 2023
This is something we are desparately waiting on. Has this been added to the timeline or porgessed at all?
TashKearney on Oktober 01, 2023
Quote Archive - Signed Status Overwritten and Deal Association Lost
I am really happy they have added quote acrhiving functionality however I'm not sure the execution has quite hit the mark. Critically, when you archive a quote, the quote status is no longer signed, but archived - removing it from your Signed qu Beitrag ansehen
Antworten Idee Products and Quotes
1 Likes
0 Antwort
TashKearney on Oktober 01, 2023
Urgent need to be able to Unarchive Quote
The new archive quote functionality is helpful but whats not helpful is that you can't unarchive an item. This ability to reverse the archiving process is quite critical in a system with many users accessing and managing the same information. Partic Beitrag ansehen
Antworten Idee Products and Quotes
0 Likes
0 Antwort
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