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ErikaJ
Participant | Platinum Partner
Participant | Platinum Partner
Member since ‎Sep 20, 2019
Message
  • solutions
    1
  • Replies
    4
  • Upvotes Given
    94
  • Upvotes Received
    25
  • Ideas
    3

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Erika Josephison

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ErikaJ
Participant | Platinum Partner
January 22, 2026
Reply to Restrict selection for HubSpot user property fields
We work with various different Business Lines and Brands within one account. It would be great to be able to display only users by Team, at least, to...read more
ErikaJ
Participant | Platinum Partner
December 31, 2025
Reply to Create lists from custom reports
I know there could be issues with doing an active list - but would be awesome to add all contact records to a static list from a report! Or even to b...read more
ErikaJ
Participant | Platinum Partner
November 26, 2025
Reply to Import issue
Lifecycle stage can't be set backwards unless it's cleared first. If your contacts already have a lifecycle stage and you are trying to set it to som...read more
ErikaJ
Participant | Platinum Partner
September 30, 2025
Reply to Create active list with filter "Containing exactly"
You would think using "contains exactly" in Views would be a workaround but no. Apparently, Views treats "contains exactly" differently than lists (s...read more
ErikaJ
Participant | Platinum Partner
June 06, 2025
Reply to Description Field in Reports on Dashboard
Hi @HBoyd my feedback on this: 1. As others have said, the description being either buried under two clicks or requiring hovering over the i...read more
ErikaJ
Participant | Platinum Partner
June 02, 2025
Reply to Analyzing Snippets
A content analytics report like what we have for templates would be extremely useful to report on snippet usage. Even if it's not as in depth (i.e. I...read more
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