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jfreeley
HubSpot-Moderator/-in
HubSpot-Moderator/-in
Mitglied seit ‎Sep 9, 2019
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James Freeley

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DianaGomez on November 09, 2023
Conditional logic supported in the HubSpot mobile app.
I would like to suggest the addition of the option of conditional logic when creating records in the HubSpot mobile app, similar to how it already functions in the web version. I believe that this feature would greatly enhance the efficiency when w Beitrag ansehen
Antworten Idee Mobile Applications
7 Likes
11 Antworten
jfreeley
HubSpot-Moderator/-in
Oktober 31, 2023
Hi team! Currently, conditional logic for the record creation forms is supported on the CRM, but not in the mobile app. This would be tremendously be...Beitrag ansehen
jfreeley on September 28, 2023
Enhance security in two-factor authentication
Support representative filing on behalf of a customer. The current method for two-factor authentication can be unwieldy at best and vulnerable at worst for some customers. There is the potential for phone-based solutions to be compromised , and sa Beitrag ansehen
Antworten Idee Account Settings
0 Likes
0 Antwort
rkimmerling on Januar 02, 2020
Block User from Chat
The chat function is a great way to allow our website visitors to get in touch with us quickly and conveniently, but it is also a tool that can be abused by the few mal-intentioned indivuals we see on our sites. Whether they believe the individual t Beitrag ansehen
Antworten Idee Conversations
92 Likes
39 Antworten
jfreeley
HubSpot-Moderator/-in
Februar 23, 2023
This is something that I'd love to see added. It sounds like this is a best practice for site and data integrity.
Afd-mark on März 07, 2022
Custom dashboard- split total amount
Hi, Does anybody know how we can devide the deal amount in several items, so we can analyse it in a report? For example the deal amount is €2000. This amount exist out €1000 HRM costs and €500 Salary costs and €500 Service. Can I do it wi Beitrag ansehen
Antworten Diskussion Dashboards Reports
0 Likes
1 Antwort
jfreeley
HubSpot-Moderator/-in
März 08, 2022
Hi @Afd-mark , It looks like you're trying to sort out different line items on your deals. I would start by adding the different services as pro...Beitrag ansehen
jfreeley on Februar 28, 2022
Which document is linked to a template?
Support rep submitting on behalf of a customer. It would be helpful to be able to see from the email template tool which sales document is linked in the body of the email. Currently it seems that the only way to preview this is sending the email to Beitrag ansehen
Antworten Idee Sales Documents
0 Likes
0 Antwort
jfreeley on Oktober 11, 2021
Disable tutorial pop-ups
Support rep submitting on behalf of a customer. We (myself very much included) would like to permanently dismiss tutorial pop-ups if they are not relevant. It gets somewhat tiresome dismissing them each time.
Antworten Idee Account Settings
5 Likes
2 Antworten
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