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sasteffl
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Membro desde ‎jan 31, 2020
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Sam Steffl

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sasteffl on Abril 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 Leia mais
Responder Idéia Contacts & Companies
24 avaliações positivas
17 Respostas
sasteffl
Participante
Dezembro 15, 2021
@bendonahower @thechiefgood as Platinum Partner's how can we do a better job of getting visibility into this request by Hubspot?
sasteffl on Abril 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 Leia mais
Responder Idéia Contacts & Companies
24 avaliações positivas
17 Respostas
sasteffl
Participante
Dezembro 15, 2021
@bendonahower @thechiefgood as Platinum Partner's how can we do a better job of getting visibility into this request by Hubspot?
Solucionado
eblanchette1 on Maio 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 Leia mais
Responder Discussão Contacts
13 avaliações positivas
47 Respostas
sasteffl
Participante
Fevereiro 28, 2020
How about just searching through you default properties, like Physical Street Address?
Solucionado
olson on Fevereiro 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 Leia mais
Responder Discussão
6 avaliações positivas
9 Respostas
sasteffl
Participante
Fevereiro 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...Leia mais
Solucionado
eblanchette1 on Maio 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 Leia mais
Responder Discussão Contacts
13 avaliações positivas
47 Respostas
sasteffl
Participante
Fevereiro 28, 2020
How about just searching through you default properties, like Physical Street Address?
Solucionado
olson on Fevereiro 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 Leia mais
Responder Discussão
6 avaliações positivas
9 Respostas
sasteffl
Participante
Fevereiro 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...Leia mais
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