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RachelDME
参加者 | Diamond Partner
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参加者 | Diamond Partner
コミュニティー参加日： ‎10 4, 2019
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  • 件の返信
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  • いいね！した数
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  • いいね！獲得数
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Rachel Howlett

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shiling 3月 06日, 2019
Configure quote number format
Currently the quote number is formatted as #yyyymmdd-xxxxxxxx, wherexxxxxxxx are random non-sequential numbers. I'd like to be able to configure how the quote number is formatted and generated, e.g. QU-xxxxxx, where xxxxxx is a sequential number. 続きを読む
返信 アイデア Deals
221 いいね！
104 コメント
RachelDME
参加者 | Diamond Partner
7月 07日, 2023
This absolutely needs to be customisable, have a client moving on to HubSpot with an established quote numbering system that they wish to maintain. H...続きを読む
SamuelBanks 5月 17日, 2022
Add Ticket Properties to Filter Type in Contact-based Workflows
Hey HubSpot We work with a number of organisations that are migrating to the Service Hub from other software purely for HubSpot's centralised automation and suite of products. A recurring pain point is the lack of functionality to perform actions 続きを読む
返信 アイデア Tickets Workflows
6 いいね！
4 コメント
RachelDME
参加者 | Diamond Partner
5月 24日, 2023
This is so needed, especially with the advances around association labels. I am needing to automate an enrollment in sequence, for a 'project l...続きを読む
NicoleSengers 2月 21日, 2022
Set Association Labels On Records via a Workflow
I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event f 続きを読む
返信 アイデア Contacts & Companies Workflows
963 いいね！
252 コメント
RachelDME
参加者 | Diamond Partner
1月 19日, 2023
Awesome, looking forward to the beta!
CSGerdes 10月 02日, 2020
Import objects using other properties for deduplication
We wan't to use other properties when we are importing companies and contacts into HubSpot, besides the predefined properties used. (Companies = domain name; Contacts = email). For instance, it would be easy to just match companies based on com 続きを読む
返信 アイデア Companies
29 いいね！
9 コメント
RachelDME
参加者 | Diamond Partner
10月 20日, 2022
A very needed feature. I work with clients where there may be multiple location of a business supported by the same domain, but they each have a uniq...続きを読む
MStewart76 8月 04日, 2021
See date when a Property was created
It would be great to see the actual date any property was created.
返信 アイデア Properties
40 いいね！
14 コメント
RachelDME
参加者 | Diamond Partner
7月 19日, 2022
Yes, this would be very useful to have. I have encountered this instance where duplicate fields appear and whilst I can see who created them I don't ...続きを読む
ngambuti 2月 24日, 2020
Unmerging records
To be able to unmerge contacts. It is often an issue if two different contacts use the same browser, where their activity feed would be combined. To be able to check off which entries you are moving to a new contact, then create that new cont 続きを読む
返信 アイデア Contacts & Companies Deals
163 いいね！
44 コメント
RachelDME
参加者 | Diamond Partner
6月 17日, 2022
Yes, please add, human error does occasionally strike. Having an undo function from an area where you see past merged records would be great
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