Hi, I have a custom object named shops. By default the shop has contacts associated to them. And the contacts have deals. Is there a way to automatically associate the deals to the shops? I tried on zapier, but it doesn't suppo read more
Hey @dmattauch - nice to meet you! I find it best to manually associate companies to deals. While this may take an extra minute or so to do, it wil...read more
I want to track a company as a target account but not just the HQ, I want the Child accounts associated with the parent as well, is it possible to choose a parent company and see the data for all affiliates in the target list?
Bump on this idea. As an Enterprise sales focused organization, without the ability to see the deals and activities of child companies, this feature ...read more
I'm trying to find what defines the last activity date on the deal and if it is possible to edit? At least I assume that is the field which appears on deals as "inactive for x days"? I have a situation where a deal has been created on July 6 but th read more
Hi Karsten, I'm curious to know how I could make a workflow to email a deal owner if a deal has not been updated for 2 weeks. There isn't a "Last...read more
Hey HubSpot Community! Here are a few updates that I believe would vastly improve the Meetings feature to make it functional and viable in today's business environment. The ability to identify/customize the "type" of meeting that was held i read more
Hello HubSpot Community! Here is a unique idea/need that I recently came accross. In our business, we offer an Enterprise software that has a longer sales cycle than a off-the-shelf type of software. Recently there was the thought and need to b read more
Currently the only way edit Contacts associated Company is to click into each Contact and update the company. There are MANY issues with this that it seems like quite a bit of HubSpot customers face. Even with this as the current solution, if th read more
In part of the contracting process, we involve legal, finance, and sales leads to approve or ask for changes before a quote can be sent to a customer. Would love to see the capability for approvers to be able to redline a quote, rather than only bei read more
Hello HubSpot Community! Here is a unique idea/need that I recently came accross. In our business, we offer an Enterprise software that has a longer sales cycle than a off-the-shelf type of software. Recently there was the thought and need to b read more
Hey HubSpot Community! Here are a few updates that I believe would vastly improve the Meetings feature to make it functional and viable in today's business environment. The ability to identify/customize the "type" of meeting that was held i read more
Currently the only way edit Contacts associated Company is to click into each Contact and update the company. There are MANY issues with this that it seems like quite a bit of HubSpot customers face. Even with this as the current solution, if th read more
Hey there! Does anyone know of a way to pull a deal properties usage report? I'm seeking to understand the usage of all of the deal properties. Not looking to export the history, but to be able to visualize what percentage of read more
Hey Jenny, That would be ideal! Even an export that shows all the deal properties and what their percentages of usage are since 2019. I could vis...read more
Hey HS Community, Each week I run a sales pipeline review with the entire sales and leadership teams. During this review, we walk through each vertical's pipeline for late-stage deals. The issue that I've run into for almost six months: when read more
Hey @PamCotton I've spoken with support and similar to other proposed solutions, was asked to clear my browser cache. Unfortunately, this does not ...read more
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//START END-USER CONFIGURATION
//------------------------------
//selectors for hover card triggers
var allHoverCardTriggers = '.author-name-link,.friend-list .friend a,.username a,.avatar,.user-avatar,.author-img, .authors a, .messageauthorusername a, a.lia-user-name-link, .js-latest-post-by-from a, .user-online-list li a, a.UserAvatar, .customUsersOnline a, #authors a,.dashboard-followers a.user-name, .dashboard-following a.user-name,.author-login-wrapper a, .hb-leaderboard a, .author-img-floated';
// Forward calling page's URL params to endpoint URL as well, helps with testing!
var params = (new URL(location.href)).searchParams;
var userApiUrl = '/plugins/custom/hubspot/hubspot/hovercardendpoint?' + ((params.set('user_id', '') == []._) && params.toString());
if($('.hover-card-container').length<1){
$('body').append('');
}
var cardWrapper = $('.hover-card-container');
var error = false;
var thisUserID = '';
var thisUserLogin = '';
var userLink ='';
var cardTimer;
var leaveTimer;
function mouseenter(Elem) {
var thisEl = Elem;
cardTimer = setTimeout(function(){
var docWidth = $(document).width();
var rightSide = false;
var userLink = thisEl.attr('href');
if($('.ViewProfilePage').length && $('img.lia-user-avatar-profile',thisEl).length){thisUserID = '105436';}
else if(thisEl.attr('href')=='#' || thisEl.attr('href')=='' || !userLink.match('viewprofilepage')){
return false;}
else{
var thisLen = (userLink).split('/');
thisUserID = (thisLen)[thisLen.length-1];
}
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var cardId = 'userProfileCard-'+ thisUserID;
var addAttr = thisEl.attr('aria-describedby',cardId);
var thisElTopOffset = Math.round(thisEl.offset().top+(thisEl.height()/2)+30);
var thisElbottomoffset = "auto";
var className = "";
var winHeight = $(window).height();
var elOffset = thisEl.offset();
var scrollTop = $(window).scrollTop();
var elementOffset = thisEl.offset().top;
var distanceTop = (elementOffset - scrollTop);
var distanceBottom = (winHeight + scrollTop) - (elOffset.top + thisEl.outerHeight(true));
var distanceLeft = Math.round(thisEl.offset().left);
var bodyHight = $('body').height();
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var bottomparam = '';
var position = '';
var className = 'topArrow';
cardId
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thisCard.removeClass('bottomArrow');
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thisCard.removeClass('leftArrow');
var distanceLeft = (distanceLeft)-(45);
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thisCard.removeClass('topArrow');
var className = 'leftArrow';
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var thisElTopOffset = (thisElTopOffset)-(150);
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thisCard.removeClass('leftArrow');
thisCard.removeClass('bottomArrow').addClass('topArrow');
var distanceLeft = (distanceLeft)-(45);
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}
if(thisCard.length && $('.profileCard[data-user='+thisUserID+'] .preloader',cardWrapper).length<1){
$('.profileCard',cardWrapper).hide();
thisCard.addClass(className);
rightSide?thisCard.addClass('rightArrow'):thisCard.removeClass('rightArrow');
thisCard.delay(0).css({'top':(thisElTopOffset),'left':distanceLeft,'bottom':thisElbottomoffset}).fadeIn();
} else {
var ajaxReturn = '';
//just in case
thisCard.remove();
//hover card wrapper markup
var rightArrowClass = rightSide?'rightArrow':'';
if(thisElTopOffset != "auto"){
topParam = 'px';
}
if(thisElbottomoffset != "auto"){
bottomparam = 'px';
}
var profileCardHtml = '';
$.when(
//get the background
$.ajax({
type: 'GET',
url: userApiUrl+thisUserID,
dataType: 'html',
success: function(data) {
$('.profileCard',cardWrapper).hide();
ajaxReturn = data;
}
})
)
.done(function(){
cardWrapper.append(profileCardHtml);
$('.profileCard[data-user='+thisUserID+']',cardWrapper).eq(0).empty().html(ajaxReturn);
if($('.profileCard[data-user='+thisUserID+'] .preloader',cardWrapper).length){
$('.profileCard[data-user='+thisUserID+'] .preloader',cardWrapper).parents('div.profileCard').remove();
}
})
.fail(function(){
//uh oh - bail out!
$('.profileCard',cardWrapper).hide();
});
}
}, 360);
}
function mouseleave(e) {
clearTimeout(cardTimer);
// glowingblue: When the user leaves the hovercard trigger, wait because the leaving could be
// to interact with the hovercard, if we don't wait it will just disappear...because
// we left the trigger, right...so we'll have another handler that check if the mouse is
// over the hovercard and if so clears this timer, so the card doesn't close here
leaveTimer = setTimeout(function() {
if ($('.profileCard[data-user="'+thisUserID+'"]',cardWrapper).length) {
$('.profileCard[data-user="'+thisUserID+'"]',cardWrapper).fadeOut('fast');
} else {
$(".profileCard").fadeOut('fast');
}
}, 2400);
}
$(document).on("mouseenter focusin", allHoverCardTriggers, function(event) {
if(!($(this).parents().hasClass('custom-header'))&& !($(this).parents().hasClass('green-wrap'))){
(leaveTimer !== []._) && clearTimeout(leaveTimer);
mouseenter($(this));
event.stopPropagation();
}
});
$(document).on("mouseleave focusout", allHoverCardTriggers, function(event) {
(leaveTimer !== []._) && clearTimeout(leaveTimer);
mouseleave(event);
event.stopPropagation();
});
// glowingblue: Add handlers for when the users interacts with the hovercard, no closing!
$('.hover-card-container').on('mouseenter', function(e) {
(leaveTimer !== []._) && clearTimeout(leaveTimer);
});
$('.hover-card-container').on('mouseleave', function(e) {
(leaveTimer !== []._) && clearTimeout(leaveTimer);
if ( $(e.target).is('.profileCard[style*="block"]') ) {
leaveTimer = setTimeout(function() {
$(e.target).fadeOut('fast');
}, 2400);
}
});
// glowingblue: add one global root level click handler to also close any visible hovercards
// if the user taps/clicks outside the hovercard
$(document).on('mousedown', function(e) {
if ( !$(e.target).parents('.hover-card-container').length ) {
(leaveTimer != []._) && clearTimeout(leaveTimer);
$('.hover-card-container .profileCard[style*="block"]').each(function() {
$(this).fadeOut('fast');
});
}
});
})(LITHIUM.jQuery);
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$(document).ready(function(){
var originalElementId;
function setCookie(cname,cvalue,exdays) {
var d = new Date();
d.setTime(d.getTime() + (exdays*24*60*60*1000));
var expires = "expires=" + d.toGMTString();
document.cookie = cname + "=" + cvalue + ";" + expires + ";path=/";
}
function getCookie(cname) {
var name = cname + "=";
var decodedCookie = decodeURIComponent(document.cookie);
var ca = decodedCookie.split(';');
for(var i = 0; i < ca.length; i++) {
var c = ca[i];
while (c.charAt(0) == ' ') {
c = c.substring(1);
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if (c.indexOf(name) == 0) {
return c.substring(name.length, c.length);
}
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To access this area of the Community, please log in.
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To access HubFans and complete challenges, confirm you are logged in by clicking here. Find additional troubleshooting steps here
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