adamlfoster

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Adam Foster

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Epi on March 15, 2024

Updated Quickbooks integration

Hello everyone, before the recent update, I was able to open the pdf QB invoice directly in the customer dashboard. It is not working anymore even though the mapping looks okay. It keeps showing in the synch that the invoices are excluded. It is no read more

Reply Discussion Free

0 upvote

5 Replies

adamlfoster

Member | Partner

April 26, 2024

Same issues here for a client. Have now removed the new QB integration but need a link to reinstall the legacy one. Can anyoen help as my CSM has not...read more

JHooker9 on October 17, 2023

Don't automatically link conversations to deals

We are using the conversations inbox tool for managing our shared email accounts. Any emails going into the conversations inbox are automatically linking to the 5 most recently created open deals that are associated to the contact that emailed one o read more

Reply Idea Conversations Deals

10 upvotes

3 Replies

adamlfoster

Member | Partner

February 08, 2024

I upvote this. Often a contact record will be associated to 10 seperate deals (each deal being independent of the other) and the conversation or emai...read more

cullenwebster on October 11, 2021

Business Units - Permissions & Roles

Our team is needing a way to limit which units a particular user or team is assigned to. For example, if we have a team member who does support for one of our units and not another, I need to find a way to limit their access only to the unit they su read more

Reply Idea Users & Teams & Permissions

210 upvotes

38 Replies

adamlfoster

Member | Partner

October 16, 2023

We can already assign companies/contacts to business units so it makes sense to have a user permission setting that allows user to only see contacts/...read more

ARainford on September 06, 2023

[Closed] AMA - Ask Us Anything About Sales Hub

Hi HubSpot Community, I’m Alex! I’m a Senior Product Marketing Manager for Sales Hub here at HubSpot. At INBOUND, we announced some new and exciting features for Sales Hub, including personalized sales engagement tools, smarter s read more

Reply Discussion AMA

6 upvotes

73 Replies

adamlfoster

Member | Partner

September 20, 2023

I have now spoken to a number of my clients and one request is common and this is the ability to create a contacts view based on this new associated...read more

ARainford on September 06, 2023

[Closed] AMA - Ask Us Anything About Sales Hub

Reply Discussion AMA

6 upvotes

73 Replies

adamlfoster

Member | Partner

September 20, 2023

I have now spoken to a number of my clients and one request is common and this is the ability to create a contacts view based on this new associated...read more

ARainford on September 06, 2023

[Closed] AMA - Ask Us Anything About Sales Hub

Reply Discussion AMA

6 upvotes

73 Replies

adamlfoster

Member | Partner

September 20, 2023

I have now spoken to a number of my clients and one request is common and this is the ability to create a contacts view based on this new associated...read more

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