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1stClaas
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Mitglied seit ‎Okt 24, 2019
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1stClaas on Oktober 19, 2023
Edit Company / Contact value in list and type right away
When in companies or contacts it is wonderful that meanwhile we can edit values right here. However, once on a dropdown value with plenty of entries, it would help if I was able to select a field, like in this case the segment of a specific company Beitrag ansehen
Antworten Idee Contacts & Companies
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0 Antwort
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?
Antworten Idee Deals
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0 Antwort
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 Beitrag ansehen
Antworten Idee Contacts & Companies
0 Likes
1 Antwort
1stClaas
Mitwirkender/Mitwirkende
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 Beitrag ansehen
Antworten Idee Contacts & Companies Deals Products and Quotes
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0 Antwort
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 Beitrag ansehen
Antworten Idee Contacts & Companies
0 Likes
1 Antwort
1stClaas
Mitwirkender/Mitwirkende
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 Oktober 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. Beitrag ansehen
Antworten Idee Marketing Emails
403 Likes
127 Antworten
1stClaas
Mitwirkender/Mitwirkende
Juli 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.
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