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usmiclow
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Member since ‎Jun 26, 2017
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  • Upvotes Given
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  • Upvotes Received
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Michael J Lowe II

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usmiclow on November 15, 2021
Auto Associate Contact with Parent Company OR Child Company
The problem: We have multiple instances of Parent and Child companies that have the same Domain URL. This means when a new Contact comes in through a Form, it will not automatically make it to the correct Company. This is a Data Clenliness issue read more
Reply Idea Contacts & Companies
2 upvotes
1 Reply
Dan1
Contributeur de premier rang
November 23, 2021 12:23
Hi @usmiclow , You make a great suggestion!! We get asked for recommendations on how to handle parent and child relationships with th...read more
usmiclow on October 20, 2017
Automatic Phone Number Formatting
When a phone number field has data put into it, it is up to the User to format it the way they deem appropriate. That is not the most user-friendly or data-centric approach. This is a good way to allow users to enter incorrect or sloppy data and cau read more
Reply Idea Calling Contacts & Companies
414 upvotes
142 Replies
fndicu
HubSpot Product Team
May 19, 2022 14:20
Hello All, We are excited to announce that phone number formatting is now live to all users.   How does it work? Phone numbers can now ...read more
usmiclow on October 23, 2018
Company Lists for AND - OR Capabilities
There should either be AND - OR capabilities in filters or you should be able to create static and active lists for Companies, not just Contacts. Currently, Lists are only able to organize Contacts while having "AND - OR" capabilities. Filters read more
Reply Idea Contacts & Companies
16 upvotes
5 Replies
Suttungr
Member
August 22, 2019 07:32
Yes, I agree. We are a membership organisation and want to find member companies with low engagement based on example, no users with e-mail openings....read more
Latchy on July 17, 2018
Add email to CRM record button
I would like to see an enhancement that enable being able to capture inbound emails in HubSpot with an "Add Email" button, similar to what Salesforce already has in place for MS Outlook desktop and Office 360. The current Hubspot method to capture e read more
Reply Idea Sales Email Extensions & Add-Ins
61 upvotes
36 Replies
HowieD
Member
September 06, 2021 06:13
Hi HubSpot Our company is new to HubSpot. We came from Pipedrive this summer. Many things to say, but this functionality is almost as basic a...read more
AliceLankester on January 18, 2017
Dashboard reports -- need to be able to export them all
I see great reports on the Dashboard, but need to be able to share and communicate them with my team. A simple export to XLS/CSV and PDF would be most useful. The data is there. Just hand it over! 🙂
Reply Idea Sales Reporting
41 upvotes
10 Replies
AnnaPerko
HubSpot Product Team
March 14, 2019 12:01
Today, exporting dashboards to pdf or ppt file types is possible - please see this knowledge doc more more information . It's also possible to expor...read more
amyT on July 11, 2017
Ability to export Excel files from dashboard custom reports
The custom report feature is great but I think we should also be able to export the data from the custom report from the dashboard into an excel file in addition to pdf and ppt.
Reply Idea Marketing Reporting Productivity Tools Sales Reporting
40 upvotes
17 Replies
TerryB
Contributor
September 03, 2020 03:08
Please can Hubspot build this idea, I'm sure it is minimum effort to add this functionality after adding the PPTX abilities for reporting charts. ...read more
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