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1stClaas
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Mitglied seit ‎Okt 24, 2019
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rasimons1 on Februar 01, 2024
Custom Invoice Templates
The standard invoice template is very limiting, and it can be frustrating to have no control over how it looks, what's included (or not included), and etc. For example, traditionally we have our mailing address as well as a contact email and conta Beitrag ansehen
Antworten Idee Payments
101 Likes
43 Antworten
1stClaas
Mitwirkender/Mitwirkende
August 15, 2024
We wanted to add our bank details on the bottom without having to use the payment tool!
RMandel on Juni 09, 2024
Editing Custom Invoicing Properties
It is very important that I am able to edit custom invoicing properties. For example, when we create an invoice in hubspot, we then need to upload that invoice into quickbooks. I created a custom property but I am unable to edit it. I included an sc Beitrag ansehen
Antworten Idee Properties
12 Likes
1 Antwort
1stClaas
Mitwirkender/Mitwirkende
August 15, 2024
Same here, it is difficult to understand how it was possible to create properties when not being able to edit them also.
1stClaas on Juli 25, 2024
To-Do list quick tasks
It is very nice that tasks is a very sophisticated functionality in Hubspot. However, sometimes there are products, clients, workflows or whatever where you wanted to become able having a quick lists of work need to be done, problems to be solved e Beitrag ansehen
Antworten Idee Tasks
2 Likes
1 Antwort
1stClaas on Juni 13, 2024
Original creation page should be task starting page
You can create tasks and follow ups. At a later stage, you might start task via the CRM feature and go through all your tasks one after the other. Now, by default, each new task will lead you to the contact page, whenever a contact dataset is linke Beitrag ansehen
Antworten Idee Tasks
0 Likes
0 Antwort
1stClaas on Juni 12, 2024
Force E-Mail format
I wished for a setting where we could ensure that every e-mail would leave our outbox with same color, font and size. It is almost impossible to see differences in style when typing an email, and later when you see them in Gmail it's like crazy some Beitrag ansehen
Antworten Idee Conversations
3 Likes
0 Antwort
1stClaas on Juni 11, 2024
Copy Queue when accomplishing a task and creating a new one
Depending on the source we run distingt sales pipelines. There are various tasks arising from outcomes, and to become able working on specific topics we tend to assign a waiting queue for tasks. When running through tasks, you can e.g. add a not Beitrag ansehen
Antworten Idee Tasks
0 Likes
0 Antwort
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