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azalaquett
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Member since ‎Aug 28, 2019
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  • Upvotes Given
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  • Upvotes Received
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JasonTisdall on October 29, 2020
Have a sequential deal number created each time a deal is created
This would essentially allow us to create a unique job number with each new deal. It would be so useful and would then be used as the root for a whole range of quotes and orders. There is a similar request here https://community.hubspot.com/t5/ read more
Reply Idea Deals
101 upvotes
68 Replies
azalaquett
Contributor
October 18, 2022
We do have it in our subscription, but I'm not sure if it was a requirement. @MatthewBoyd do you have the answer to that?
JasonTisdall on October 29, 2020
Have a sequential deal number created each time a deal is created
This would essentially allow us to create a unique job number with each new deal. It would be so useful and would then be used as the root for a whole range of quotes and orders. There is a similar request here https://community.hubspot.com/t5/ read more
Reply Idea Deals
101 upvotes
68 Replies
azalaquett
Contributor
October 18, 2022
We do have it in our subscription, but I'm not sure if it was a requirement. @MatthewBoyd do you have the answer to that?
azalaquett on October 14, 2022
Add Attachments Folders, Search & Sort Functionality In Right Hand Rail of All Record Types
Please expand the Attachments functionality in the Right Hand Rail for all Record types (Deals, Contacts, etc.) by adding the ability to organize attachments by folders (eg. Quote Revisions, Drawings, etc.), sort attachments (by properties like date read more
Reply Idea Contacts & Companies Deals
6 upvotes
0 Reply
JessicaReed on September 23, 2019
Create folders within 'attachments' section to easier manage documentation.
I am wondering if there is a way to upload the 'attachments' on a contacts page to be in folders instead of just uploading into a bit of an unorganised mess. If that makes sense. For example with recruitment purposes, if we could create a 'C read more
Reply Idea Contacts & Companies
195 upvotes
108 Replies
azalaquett
Contributor
October 14, 2022
Agreed, also please add the ability to sort the Attachments within the folders, so that you can see the most recently updated versions or most recent...read more
joverholt on October 11, 2019
Opt Out Option for email attachments automatically be added to the Attachments section of the record
Our sales team is havi ng difficulty with the feature where when a one-to-one email is sent in HubSpot, any attached files will also automatically be added to the Attachments section of the record. R esulting in 1.) confidential, se read more
Reply Idea Deals Integrations Sales Email Extensions & Add-Ins
75 upvotes
25 Replies
azalaquett
Contributor
October 14, 2022
Hi everyone!This may mean this is "solved" Just wanted to make sure that you knew that there is the ability in settings to "turn off" the automated e...read more
azalaquett on September 19, 2022
Field Dependencies For All Customize 'Create New Record' Forms (Contacts, Deals, Companies, etc.)
In the "Customize the "Create Contact" form" "Customize the "Create Deal" form and "Customize the "Create Company" form, please enable field dependencies. (In the same way they are available on Web Forms today). There are many scenarios in which thi read more
Reply Idea Properties
21 upvotes
6 Replies
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