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sasteffl
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Membre depuis ‎janv. 31, 2020
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  • Mentions J'aime ajoutées
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  • Mentions J'aime obtenues
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  • Idées
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Sam Steffl

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sasteffl le Avril 22, 2020
Print a Customer Record "Notes" Area
This seems like such basic functionality, but I'd like to be able to just print a customer record with their "Notes" field. We're a service based business so our field technicians like paper copies of customer records. The Hubspot CRM tool is so Lire la suite
Répondre Idée Contacts & Companies
24 Mentions J'aime
17 Réponses
sasteffl
Participant
Décembre 15, 2021
@bendonahower @thechiefgood as Platinum Partner's how can we do a better job of getting visibility into this request by Hubspot?
sasteffl le Avril 22, 2020
Print a Customer Record "Notes" Area
This seems like such basic functionality, but I'd like to be able to just print a customer record with their "Notes" field. We're a service based business so our field technicians like paper copies of customer records. The Hubspot CRM tool is so Lire la suite
Répondre Idée Contacts & Companies
24 Mentions J'aime
17 Réponses
sasteffl
Participant
Décembre 15, 2021
@bendonahower @thechiefgood as Platinum Partner's how can we do a better job of getting visibility into this request by Hubspot?
Résolues
eblanchette1 le Mai 03, 2017
Search with Custom Properties
Hello, I’m trying to figure out a way to find contacts with a custom property. I’m trying to implement one way sync from our internal system to hubspot. I have a property called ‘internal-account-id’. It appears search only works with name and em Lire la suite
Répondre Discussion Contacts
13 Mentions J'aime
47 Réponses
sasteffl
Participant
Février 28, 2020
How about just searching through you default properties, like Physical Street Address?
Résolues
olson le Février 17, 2020
search contacts by street address
In contact search, I have noticed that the search bar won't return matches to street address. I'm running a door-to-door campaign so the ability to quickly search by street address will be key. Any suggestions to enabling this or is this Lire la suite
Répondre Discussion
6 Mentions J'aime
9 Réponses
sasteffl
Participant
Février 28, 2020
Good observation. I started a new thread so it's not marked as solved. https://community.hubspot.com/t5/CRM/CRM-Search-by-Street-Address-Doesn-t...Lire la suite
Résolues
eblanchette1 le Mai 03, 2017
Search with Custom Properties
Hello, I’m trying to figure out a way to find contacts with a custom property. I’m trying to implement one way sync from our internal system to hubspot. I have a property called ‘internal-account-id’. It appears search only works with name and em Lire la suite
Répondre Discussion Contacts
13 Mentions J'aime
47 Réponses
sasteffl
Participant
Février 28, 2020
How about just searching through you default properties, like Physical Street Address?
Résolues
olson le Février 17, 2020
search contacts by street address
In contact search, I have noticed that the search bar won't return matches to street address. I'm running a door-to-door campaign so the ability to quickly search by street address will be key. Any suggestions to enabling this or is this Lire la suite
Répondre Discussion
6 Mentions J'aime
9 Réponses
sasteffl
Participant
Février 28, 2020
Good observation. I started a new thread so it's not marked as solved. https://community.hubspot.com/t5/CRM/CRM-Search-by-Street-Address-Doesn-t...Lire la suite
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