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pince101
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Member since ‎Jul 24, 2019
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Activity

margaret4ster on January 04, 2024
Snippet keyword search
When a team has over a 100 snippets, it would be handy to have a word search so that multiple results can populate from the text within the snippet. It's difficult to find the right snippet by searching titles only.
Reply Idea Snippets & Templates
5 upvotes
2 Replies
pince101
Participant
February 16, 2024
Yes, keyword search within the body of snippets and templates would be a huge efficiency gain for us. When we are searching for a template but don't ...read more
Solved
alex-samuilov on April 01, 2022
Filter by the "more than X days ago"
Hello, I want to create a View in which contacts will be filtered if the "Last contacted" property is more than X days ago. I noticed that there is no such option in a regular filter, but only when creating a List. What could be the reason for s read more
Reply Discussion
0 upvote
6 Replies
pince101
Participant
April 03, 2023
@karstenkoehler wonderful that the "more than x days ago" filter was added but I'm unable to find it when looking at filters for contacts or deals....read more
rakeshm on December 01, 2017
Sales email templates export
I think there should be an option to bulk export the sales email templates. At the moment, the only way to save Sales templates is to manually copy the content of each template, as there is no way to export them and it consumes a lot of time. read more
Reply Idea Sales Content
145 upvotes
38 Replies
pince101
Participant
May 09, 2022
Anyone find a workaround for bulk exporting sales email templates from Hubspot (via some plugin or other means)? We are currently attempting to do an...read more
JFinestone on December 31, 2020
Adding "Other" option for a dropdown select property field (with manual single-line text input)
Why can't we add an option in a property list field called "Other" that allows you to input manual info? For our sales CRM we have many custom dropdown select properties (customer & company information) that we use to build data on usage tre read more
Reply Idea Contacts & Companies
149 upvotes
58 Replies
pince101
Participant
February 07, 2022
Another vote for this. We have a dropdown field to indicate a client's referral source and currently need to go into admin->properties anytime we ...read more
MarkSRasmussen on February 20, 2017
Ability to disable users
When users leave the company we want to remove their access to HubSpot. If we delete a user, their names are deleted from history. e.g. "User A created a Note" will no longer contain User A's name, but rather an internal number identifier, rendering read more
Reply Idea Account Settings
221 upvotes
102 Replies
pince101
Participant
July 12, 2021
I also wanted to add that suspension/disabling is also very useful when you have freelancers who work on your project a few times a year (for example...read more
MarkSRasmussen on February 20, 2017
Ability to disable users
When users leave the company we want to remove their access to HubSpot. If we delete a user, their names are deleted from history. e.g. "User A created a Note" will no longer contain User A's name, but rather an internal number identifier, rendering read more
Reply Idea Account Settings
221 upvotes
102 Replies
pince101
Participant
July 12, 2021
I also wanted to add that suspension/disabling is also very useful when you have freelancers who work on your project a few times a year (for example...read more
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