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TauriqS
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Miembro desde ‎feb 21, 2020
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bsm007 en Enero 29, 2020
pre-set property default value
We need a way to pre-set the value of a property field. I am constantly creating new Contacts where 85% of the time, the values of several properties are always the same. For example, I have a property called HaveX that should almost always be a va Leer más
Responder Idea Contacts & Companies
243 Me gusta
61 Respuestas
TauriqS
Participante
Enero 03, 2023
Agreed, this is another needed and missing piece of basic functionality.
lisat2m en Julio 20, 2017
Add contact as a property to be required when creating a deal
I'd like to see contact as a required option when adding a new deal. When adding a deal, you can search contacts and add, but we'd like to see this as an option to require sales team to add the contact before the deal can be added. I'm thinking this Leer más
Responder Idea Contacts & Companies Deals
51 Me gusta
16 Respuestas
TauriqS
Participante
Julio 28, 2020
In this same area, would also would like to see the option to require a product (at least one). Ideally this could be set as required to enter a part...Leer más
TauriqS en Julio 02, 2020
Search Dashboard Reports
Hi, I'd like the ability to search a dashboard report, or search the entire dashboard. Currently we can set filters on individual reports or the entire dashboard, in addtion to this, I'd like search boxes on the reports and dashboard that would Leer más
Responder Idea Dashboards & Reports
4 Me gusta
2 Respuestas
mwee en Octubre 14, 2019
Import Products into folder
With the new folder tool, we are able organise Products into our Product Library. However, this would be much better if we are able to import Product directly into the folders. Typically, when using a Product import, we are importing a long lis Leer más
Responder Idea Products & Quotes
101 Me gusta
49 Respuestas
TauriqS
Participante
Junio 05, 2020
Also agree, there's quite a bit of improvement needed around product management, this is definetly a part of it.
MFrankJohnson en Enero 17, 2020
Mandatory properties on Deal STAGES get skipped when creating a deal
In a nutshell, required deal STAGE properties work great when moving EXISTING deals through deal stages. However, these required deal STAGE properties are ignored at deal creation time. The separate functionality -- required deal C Leer más
Responder Idea Deals
120 Me gusta
30 Respuestas
TauriqS
Participante
May 30, 2020
This is also an issue for us, it seems like a rather obvious loophole. Required properties at certain deal stages are great as they help ensure a cer...Leer más
TauriqS en May 13, 2020
Select Users to Require Two-factor Authentication (2FA)
Hi, Currently in Hubspot, there is the option to require multi factor authentication for all users which is great. However we have a few users without a company provided mobile phone/number, such as customer service. Because of this we can not t Leer más
Responder Idea Account Settings
12 Me gusta
4 Respuestas
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