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TimLopez
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Member since ‎Aug 28, 2019
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TimLopez
Member
January 15, 2025
Reply to Allow Filtering on Custom Associated Record Sidebar Cards
@MLaun can you explain how you add a date to the Deal card in the sidebar? That might be what I need to do as a workaround until they add the filte...read more
TimLopez
Member
January 13, 2025
Reply to Integration Microsoft 365 Copilot with HubSpot
Following this thread. This would be awesome.
TimLopez
Member
December 23, 2024
Reply to Allow Filtering on Custom Associated Record Sidebar Cards
@LRosenbloom , this is a good start, thank you for the update and the work on this! What about adding a filter option that would allow us to exclu...read more
TimLopez
Member
November 21, 2024
Reply to Allow Filtering on Custom Associated Record Sidebar Cards
This is a good idea, and an important feature request. I would use it to only show deals from a particular deal pipeline in the Account Overview sid...read more
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