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TarynR
Participante | Partner nivel Elite
Participante | Partner nivel Elite
Miembro desde ‎mar 16, 2018
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Dylan en Septiembre 01, 2020
Associate custom objects with line items
Custom objects should be able to be associated with line items
Responder Idea Custom Objects
41 Me gusta
8 Respuestas
TarynR
Participante | Partner nivel Elite
Agosto 10, 2021
It seems the association can be done but unfortunately doesnt work in the same way as the line itme association with deals. We would want to be able ...Leer más
FernandoElias en Noviembre 18, 2020
Making calculations within reports or dashboards
It'll be great to have this functionallity so we can have more powerful insights within HubSpot.
Responder Idea Dashboards & Reports
582 Me gusta
124 Respuestas
TarynR
Participante | Partner nivel Elite
Enero 18, 2021
This is something that is really critical please HubSpot - We have many clients wanting this functionality and especially with the new report builde...Leer más
TarynR en Enero 14, 2021
Bulk edit closed status on tickets (and deals) and enforce mandatory properties
We have a client that would like to be able to bulk edit tickets and close them all at once but would still like to be able to enforce completing mandotry properties in bulk as well the use case for this would be if they select a whol lot of Leer más
Responder Idea Tickets
5 Me gusta
3 Respuestas
cbevan en Septiembre 10, 2019
User Permissions - don't allow documents/email templates/etc. to be edited or deleted by users
I think this is fairly common for most companies. When we upload an official document or create an email template, it has been QAed by company information. While we let people edit the templates as they send them, we don't want them adding their ow Leer más
Responder Idea Account Settings
25 Me gusta
10 Respuestas
TarynR
Participante | Partner nivel Elite
Diciembre 04, 2020
This would apply for snippets as well please At the moment you cant even limit edit in general like you can with templates on the permissions setti...Leer más
jameswindrow en Febrero 02, 2017
Copy contact properties to Deal?
I've created a custom source field for Contacts and mirrored it in Deals. The reason for this is because the Hubspot default options were too limiting and could not be edited. Now I want to map the fields so when a new deal is created from a Contact Leer más
Responder Idea Contacts Reporting Workflows
235 Me gusta
77 Respuestas
TarynR
Participante | Partner nivel Elite
Febrero 21, 2020
@MeganLegge I see that there is now the ability to copy contact properties to deals in contact workflows but not in deal workflows - Is that correc...Leer más
willcurran en Abril 16, 2017
Deal fields in forms
We should be able to have people fill in CRM Deal fields on forms.
Responder Idea Deals Forms
31 Me gusta
16 Respuestas
TarynR
Participante | Partner nivel Elite
Diciembre 16, 2019
Yes please - this is something that is really needed HubSpot A use case as follows - using deals for appointments at a spa as an example - you t...Leer más
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