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pince101
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Membre depuis ‎juil. 24, 2019
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margaret4ster le Janvier 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.
Répondre Idée Snippets & Templates
5 Mentions J'aime
2 Réponses
pince101
Participant
Février 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 ...Lire la suite
Résolues
alex-samuilov le Avril 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 Lire la suite
Répondre Discussion
0 Mention J'aime
6 Réponses
pince101
Participant
Avril 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....Lire la suite
rakeshm le Décembre 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. Lire la suite
Répondre Idée Sales Content
145 Mentions J'aime
38 Réponses
pince101
Participant
Mai 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...Lire la suite
JFinestone le Décembre 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 Lire la suite
Répondre Idée Contacts & Companies
149 Mentions J'aime
58 Réponses
pince101
Participant
Février 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 ...Lire la suite
MarkSRasmussen le Février 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 Lire la suite
Répondre Idée Account Settings
221 Mentions J'aime
102 Réponses
pince101
Participant
Juillet 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...Lire la suite
MarkSRasmussen le Février 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 Lire la suite
Répondre Idée Account Settings
221 Mentions J'aime
102 Réponses
pince101
Participant
Juillet 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...Lire la suite
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