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1stClaas
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Member since ‎Oct 24, 2019
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  • Upvotes Given
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Claas Babendererde

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1stClaas on September 01, 2023
Ability to filter deals by product
It seams like we cannot filter deals by applied products. This should be base functionality?
Reply Idea Deals
0 upvote
0 Reply
1stClaas on August 25, 2023
Keep both email upon contact merge
When we merge two contacts, because it is the same person, the email of the merged contact gets lost, so only one out of two persists. However, in a contact you can add secondary and more email adresses of a contact. We wonder, why it is not po read more
Reply Idea Contacts & Companies
0 upvote
1 Reply
1stClaas
Contributor
August 28, 2023
Note: Sometimes in fact both emails are kept. However, we don't know how that is decided or whether probably we are doing something wrong there.
1stClaas on August 28, 2023
Keep avatar when adjusting quote contact
We run team email addresses same as personal email. When writing a quote, we want somebody in charge also for the eSignature, but at the same time questions should be directed at our team email. So what we do is clicking the contact and editing the read more
Reply Idea Contacts & Companies Deals Products and Quotes
0 upvote
0 Reply
1stClaas on August 25, 2023
Keep both email upon contact merge
When we merge two contacts, because it is the same person, the email of the merged contact gets lost, so only one out of two persists. However, in a contact you can add secondary and more email adresses of a contact. We wonder, why it is not po read more
Reply Idea Contacts & Companies
0 upvote
1 Reply
1stClaas
Contributor
August 28, 2023
Note: Sometimes in fact both emails are kept. However, we don't know how that is decided or whether probably we are doing something wrong there.
Chris_from_So1 on October 13, 2017
Add file attachments to marketing mails
Currently only link attachments from the Hubspot data base are supported for marketing mails. Sometimes it would be more appropriate to sent the content already with the mail such that users can access all mail after mail sync without being online. read more
Reply Idea Marketing Emails
394 upvotes
126 Replies
1stClaas
Contributor
July 20, 2023
We are looking for the same thing as e.g. when updating on terms changes, by law we are required to attach easy downloadable form of terms doc.
BSheck on March 24, 2021
Contact Record Activity Feed Search: More robust search functionality to include user activity
Hi. In my experience looking in contacts' activity feeds when troubleshooting, etc., I think the search functionality currently available falls short. The activity feed contains so much useful data, but it can also be overwhelming if you can't effec read more
Reply Idea Activity Feed Contacts & Companies
19 upvotes
5 Replies
1stClaas
Contributor
July 18, 2023
Our sales & service teams often leave notes on contacts or companies. It would be SO helpful if we could simply look for keywords in global searc...read more
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