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egp19
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Member since ‎Aug 15, 2019
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  • solutions
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  • Replies
    3
  • Upvotes Given
    21
  • Upvotes Received
    362
  • Ideas
    2

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Alexis Black

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Activity

Davis on May 04, 2017
Linking two contacts for association
when we add new contacts we make separate contacts for people like families, friends, etc. I think it would be a great feature if there is a way to link two contacts together. ie: if we add contacts for a married couple, the contact info on husband read more
Reply Idea Contacts & Companies
276 upvotes
103 Replies
egp19
Participant
April 02, 2021
Yes, it would be helpful to show who a contact reports to at a bare minimum. The field should let you search the CRM for their boss or create a new c...read more
GLR on December 13, 2017
Company and contact info mandatory to create a DEAL
Hello, I am just starting with D eals and I have an issue regarding the mandatory properties to create a deal. When Creating a D eal , I want my team to put the Company and the contact associated with the deal. Both informati read more
Reply Idea Contacts & Companies Deals
554 upvotes
229 Replies
egp19
Participant
January 14, 2021
This would be very helpful. It should be an option to make Deal associations mandatory when users create new Deals. A possible workaround would be to...read more
egp19 on May 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 read more
Reply Idea Products and Quotes
254 upvotes
67 Replies
gorand on November 06, 2017
Export dashboard report data to CSV, XLS or XLSX format
Hi HubSpot team, When I tried to export data from Session Country report in Web Analytics Dashboard , I realized that data can be exported: just in PDF, PPTX or ZIP format just on dashboard level (it is not possible to export just one repo read more
Reply Idea Marketing Reporting
106 upvotes
40 Replies
egp19
Participant
May 12, 2020
Please enable this feature. Automatic exports of image files that cut off data are useless. This is something we need on a weekly basis, and it's a p...read more
SteveJenns on March 06, 2017
Field Dependencies for Contact Properties
I would like to set up field dependencies for Contact Properties, to ensure that my Sales/Marketing team are updating contact details correctly. For example, I would only want certain fields to be editable against a contact record if anoth read more
Reply Idea Contacts & Companies
1041 upvotes
312 Replies
egp19
Participant
April 22, 2020
I'm in favor. I need the ability to generate additional property fields that appear when you select a primary property. For example. We have a custo...read more
Stanczak on October 19, 2017
Delete or clear specific values from multiple checkbox property fields
We are beginning to use a "Customer Status" property that uses multiple checkbox values. Values include things like "At Risk," "Support Issue Outstanding," "Payment Lapsed," etc. This will add tremendous value to our CRM at the customer representati read more
Reply Idea Contacts & Companies Deals Workflows
188 upvotes
54 Replies
egp19
Participant
March 24, 2020
Would also love to be able to remove property values from multiple checkboxes as they are "checked off" to highlight (in a new custom property) what ...read more
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