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thechiefgood
Member | Platinum Partner
Member | Platinum Partner
Member since ‎Aug 23, 2019
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Steve Frazee

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parisklees on September 03, 2019
Allow for users to set their own company unique identifier
It creates quite a bit of work and allows for duplication when we have to use either company domain name or object ID as a unique identifier for companies. It would be ideal if we could set our own. For example, all of our clients have account numbe read more
Reply Idea Contacts & Companies
89 upvotes
28 Replies
thechiefgood
Member | Platinum Partner
January 24, 2023
I have a couple clients that very much need this!
Hal on June 25, 2019
Time in Deal Stage
Really need a report that shows a list of Deals in the Pipeline and how long each individual deal has spent in it's current stage. I can't believe other users aren't clamoring for this... very inportant!!
Reply Idea Deals
325 upvotes
122 Replies
thechiefgood
Member | Platinum Partner
January 20, 2023
Hi. It's 2023...has there been any progress on this? I have multiple customers who want to know if deals are "stuck" and need an deal aging report. T...read more
bellawu on April 06, 2017
Workflow Error Notifications
Receive a notification for whenever one of my workflows encounters an error. This would avoid missing leads in real time due to undetected errors. http://ideas.hubspot.com/forums/76407-general-hubspot-ideas/suggestions/15774616-workflow-error-not read more
Reply Idea Workflows
299 upvotes
86 Replies
thechiefgood
Member | Platinum Partner
August 12, 2022
I'm glad this is being reviewed. We have have had multiple clients where HubSpot updates caused workflows to break and we didn't find out until lucki...read more
charingkam on November 08, 2018
Dashboard cannot use date filter when using cross-reporting across contacts and companies
Hi, I created a report that used cross reporting across contacts and companies, and within the report I can add a date filter. However, when I add it to my sales dashboard, the date filter for the whole dashboard doesn't seem to affect read more
Reply Idea Dashboards & Reports
330 upvotes
108 Replies
thechiefgood
Member | Platinum Partner
April 29, 2022
I'm so surprised this has been an issue for so many years, with so many up votes, and the problem hasn't been resolved. It's a huge hole in the repor...read more
charingkam on November 08, 2018
Dashboard cannot use date filter when using cross-reporting across contacts and companies
Hi, I created a report that used cross reporting across contacts and companies, and within the report I can add a date filter. However, when I add it to my sales dashboard, the date filter for the whole dashboard doesn't seem to affect read more
Reply Idea Dashboards & Reports
330 upvotes
108 Replies
thechiefgood
Member | Platinum Partner
April 29, 2022
I'm so surprised this has been an issue for so many years, with so many up votes, and the problem hasn't been resolved. It's a huge hole in the repor...read more
thechiefgood on April 28, 2022
Payments - Allow modification to payment notification email
Currently the payment notification email just includes the payers email address, and even that doesn't link to the contact record. It would be useful if the notification email could be modified, or at least contain all the fields on the payment form read more
Reply Idea Deals
0 upvote
0 Reply
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