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ddobrien2
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Member since ‎Jan 15, 2020
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  • Upvotes Given
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David O'Brien

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ddobrien2
Participant
December 12, 2024
Reply to Create folders within 'attachments' section to easier manage documentation.
The improvements to the attachments are helpful, but I've added an upvote to the original request. It would be a big improvement if you could organiz...read more
ddobrien2 on August 28, 2024
Filter Reports by "Is before Last Quarter" or "Is After Last Year"
Hi. I'm trying to filter a report by contracts that were active as of the last quarter (I'm trying to report on the number of active contracts as of the previous quarter). I don't want to include contracts that were won after the previous quarter read more
Reply Idea Dashboards & Reports
1 upvote
1 Reply
ddobrien2
Participant
May 18, 2023
Reply to Recurring workflow to trigger itself until a condition is met
We struggle with the lack of this feature as well. One example, our top leadership wants to ensure they've checked in with top clients if other peopl...read more
ddobrien2
Participant
May 05, 2023
Reply to Workflow Trigger - "has been updated/ changed"
It's odd that you can create Company or custom object workflows that trigger when a Concact property was "updated in the last" xx days, but you can't...read more
ddobrien2
Participant
June 22, 2022
Reply to Importing updated list of companies/associated contacts: How to "move" the contact to a new company?
Thanks Karsten. It was helpful to see the other discussions. I'm hoping HubSpot addresses this soon.
ddobrien2
Participant
June 22, 2022
Reply to Unassociate in bulk
We have approximately 5,000 churches and schools (companies) in HubSpot. Twice a year, we get an updated complete list of those churches and schools ...read more
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