Profile

bthomps0617
Member
Member since ‎Sep 10, 2019
Message
  • solutions
    0
  • Replies
    1
  • Upvotes Given
    0
  • Upvotes Received
    11
  • Ideas
    0

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Bruce Thompson

This user hasn't created a bio yet. Edit your own profile here!

Activity

mpike on June 07, 2018
Allow Super Admins to "Impersonate" other users (or log-in as them)
Haven't seen this setting - if it exists, feel free to jump in! As a super admin - I would like the ability to log-in as or impersonate other users. This would allow me to diagnose issues and ensure settings are correct more easily. For exam read more
Reply Idea Account Settings
115 upvotes
52 Replies
bthomps0617
Member
March 26, 2020
Salesforce has been doing this forever. The System Admin has a permission that allows login as user. It can be turned off. Users have the ability to ...read more
Solved
bthomps0617 on March 11, 2020
Descriptions for reports
When you create a report from a standard report in Report Libary, a description of the report is included that is visible by hovering over the "i" next to the name. This feature is not available when creating a custom report. Every report should hav read more
Reply Discussion Sales Dashboard
11 upvotes
1 Reply
wilkins on April 18, 2017
Templates for Notes in CRM
We have standard criteria for sales calls that we want to capture and filling out a template within a note would be very convenient. Adding a bunch of custom fields to a deal doesn't really do the trick either because it requires a lot of scrolling read more
Reply Idea Contacts & Companies
78 upvotes
32 Replies
bthomps0617
Member
February 14, 2020
Trying snippets for short-term solution. Adoption is now the hurdle to move it along.
wilkins on April 18, 2017
Templates for Notes in CRM
We have standard criteria for sales calls that we want to capture and filling out a template within a note would be very convenient. Adding a bunch of custom fields to a deal doesn't really do the trick either because it requires a lot of scrolling read more
Reply Idea Contacts & Companies
78 upvotes
32 Replies
bthomps0617
Member
February 14, 2020
Trying snippets for short-term solution. Adoption is now the hurdle to move it along.
kymag1c22 on November 28, 2018
Recurring email for specific reports
It would be fantastic if we could setup a recurring email for a specific report. In my use case, we regularly export the sent marketing emails to csv and report on them. If this could be scheduled monthly to either send me an email or save to a read more
Reply Idea Marketing Reporting
157 upvotes
59 Replies
bthomps0617
Member
October 23, 2019
Scheduling reports should be a fundamental functionality of a CRM. The connection to a dashboard is totally unnecessary.
mpike on June 07, 2018
Allow Super Admins to "Impersonate" other users (or log-in as them)
Haven't seen this setting - if it exists, feel free to jump in! As a super admin - I would like the ability to log-in as or impersonate other users. This would allow me to diagnose issues and ensure settings are correct more easily. For exam read more
Reply Idea Account Settings
115 upvotes
52 Replies
bthomps0617
Member
March 26, 2020
Salesforce has been doing this forever. The System Admin has a permission that allows login as user. It can be turned off. Users have the ability to ...read more
View latest posts
Bookmark content for quick access to your most helpful threads.
Get started
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.
Introduce yourself

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started.
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.