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amccarthy5892
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Member since ‎Sep 16, 2019
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  • Upvotes Given
    24
  • Upvotes Received
    12
  • Ideas
    4

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Ashley McCarthy

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Activity

amccarthy5892 on November 13, 2024
Ability to Filter Activities on Contact Record/Company Record by Date or Date Range
Really surprised this isn't a current functionality; however, it would be extremely valuable to be able to filter activities by a date range on both the contact record pages and company record pages. This helps isolate activities and makes search fo read more
Reply Idea Contacts & Companies
1 upvote
0 Reply
amccarthy5892 on June 28, 2024
Auto Create Product when a Custom Line Item is Added
Currently when a custom line item is added to a payment link, the custom line item is not auto-created as a product. Even the option to create as a product would be valuable. As a company who uses Quickbooks and sends our date to Quickbooks for read more
Reply Idea Payments
0 upvote
0 Reply
amccarthy5892 on May 09, 2024
Tie Billing Name to Email within Payment Links
I'm honestly surprised that I'm having to even suggest this; however, when a new customer (i.e. new email address) checks out within a payment link, it does not update the new customer's contact record with the billing name as the First Name or Last read more
Reply Idea Payments
0 upvote
0 Reply
amccarthy5892
Participant
January 31, 2024
Reply to Add validation for Phone Number on Forms
Much needed!!
amccarthy5892 on July 28, 2023
Ability to Filter Contacts w/o a Task Assigned
We're currently trying to create a list of contacts who have received an outbound call but don't have a follow-up task. Currently, we can't filter for those who don't have an existing task. It would be great if this were an option for our sales read more
Reply Idea Contacts & Companies Lists
0 upvote
0 Reply
amccarthy5892 on January 13, 2023
Ability to Set Required Fields in Quotes
Would be highly valuauable to be able to add required fields to quotes We're specifically interested in requiring First Name and Last Name. Currently, this is not possible and when someone uses a email not in our Hubspot system, it auto adds read more
Reply Idea Products and Quotes
7 upvotes
2 Replies
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