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cooperelias
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Member since ‎Sep 16, 2019
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Cooper Elias

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Activity

STrotter on May 13, 2022
There is a way to keep users from bulk deleting contacts, but I do not see a way to limit the ability for users to bulk edit. For instance, we use a "drop down menu" selection with a list of tags/keywords. We do this because I cannot find a tag fu read more
Contributor
July 14, 2022
My situation is a bit different, but is related. We have restricted the Contact Owner property to only be editable by specific users and teams. H...read more
The_Marketer on April 28, 2021
Hi, We've established a sync between Hubspot records and our backend, however the object relation between hubspot and backend records breaks when we merge records in Hubspot (contacts, companies, deals). Unfortunately, there isn't a way for us t read more
19 upvotes
3 Replies
Contributor
March 29, 2022
Disclaimer: This is a bit of a back-end hack, and it doesn't appear to work with contacts, at least not yet... There is a hidden property for Mer...read more
MherfelPCN on November 04, 2020
When creating a report, I would love the abillity to report on Task Queues (how many open, how many closed, owner, date). All of our reps have some of the same task queues that we would like the ability to see more numbers on. That would be great if read more
24 upvotes
5 Replies
Contributor
March 23, 2022
The Queue property is now available in the advanced report builder, but it's pretty useless for two reasons: Adding it as a filter does not current...read more
Zbatty on March 05, 2020
Is should be possible to require a property to have a unique value. For example, if I want to create a property that shows a contacts ID from our internal database, I don't want our users to accidentally assign that ID to a different contact. I wou read more
23 upvotes
9 Replies
Contributor
October 01, 2021
Now that this has been rolled out for some objects, why is it not supported when creating a contact property? It has always been something that would...read more
SpencerHodgson on July 20, 2021
Hey Everyone, I've started using playbooks to give ready made answers so that when we are scrubbing contact data we have clear records of everything we knew for each contact at the time of scrubbing them. Is there an easy way to access all of the a read more
2 upvotes
3 Replies
Contributor
July 21, 2021
Hey @SpencerHodgson - a couple questions: Are these properties that only get set through the playbook, or is there some other way they could be g...read more
RachelKenny on September 17, 2020
If you're finding that your Deal Amount property isn't calculating the Amount you want to associate with the deal, you can now go to your settings to make sure the default Amount property displays what you and your Sales team want to see. You read more
3 upvotes
1 Reply
Contributor
May 21, 2021
It would be great if this option could be set per pipeline. For example, one of my pipelines I want the amount to be set based on MRR, but in another...read more
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