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maddyp
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Mitglied seit ‎Feb 14, 2020
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Maddy Peterson

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maddyp on Juli 18, 2023
Workflow functionality could be improved by expanding the triggers and branch criteria available for user fields to include an option to specify a Team. This would reduce the need to specify individual users, which can be a hassle during on- and off Beitrag ansehen
maddyp on Januar 31, 2023
The API is unable to access a deal's line item order as displayed in the UI. This causes issues whenever the line item order is important and the API is used to create a deal with items, add line items to existing deals, or use the line items API to Beitrag ansehen
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0 Antwort
maddyp on Juni 08, 2022
Currently, there are two instances where the line items sync between the deal and quote. The first is upon quote creation (items from deal sync to quote). The second occurs when the quote is published (items on quote sync to deal). Here's where thi Beitrag ansehen
2 Likes
1 Antwort
MichaelC on Juni 02, 2021
Hello community 👋 and product team ✌️ Background Today it is possible to create and pin your own custom views within contacts, companies, deals, tickets and more (lets use the word objects from now on). A HubSpot user may edit col Beitrag ansehen
Mitglied
März 16, 2022
Not only does it make sense from a collaboration standpoint, but also a data management one. I recently ran into an issue when replacing and removing...Beitrag ansehen
maddyp on Oktober 18, 2021
The columns and their order in the line item editor are the same for all users of a HubSpot instance. Additionally, a nyone can make a change that will affect all users. Instead, users should be able to set their own preferences without making glob Beitrag ansehen
16 Likes
5 Antworten
maddyp on Oktober 13, 2021
Admins are only able to set default notification preferences for all users and are not able to lock those settings. Individual users can easily turn off notifications by channel or topic. Therefore, users can turn off all notifications by email, bel Beitrag ansehen
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