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coamyot
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Charles Amyot

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revilo en May 25, 2020
Round up decimal points in Reports
Make it possible to round up figures in dashboards and reports so that there are not figures with long lists of decimals.
Responder Idea Account Settings
47 Me gusta
21 Respuestas
coamyot
Participante
Septiembre 28, 2023
Upvote
AndyBrightmile en Marzo 18, 2021
Merge support conversations together
As a Super User, it would be great to have the ability to merge two or more conversations together. We often have several live chats and email trails from the same contact (regarding the same issue) and it would be great to be able to merge these to Leer más
Responder Idea Conversations
77 Me gusta
20 Respuestas
coamyot
Participante
Marzo 29, 2023
Update? We need this. Wasting time managing a mix of multiple conversations for single issues. Waste of time, ressources and business as our customer...Leer más
mfinocchiaro en Febrero 06, 2017
Deal Number Generator
We need a systematic way to create a "Deal Number" containing letters as well as sequential numbers. These are based on which business unit creates the deal, the year the deal is created, and then a sequential number to create a unique identifier fo Leer más
Responder Idea Deals
90 Me gusta
19 Respuestas
coamyot
Participante
Febrero 21, 2023
Upvote.
rjonesSolaria en Diciembre 02, 2021
Automate record associations in workflows
I'm very excited to have the beta of creating associations and labeling them between records. But it feels incomplete without the ability to associate records via workflows. My use case is something I've been trying to implement with workarounds si Leer más
Responder Idea Contacts & Companies Deals Workflows
285 Me gusta
53 Respuestas
coamyot
Participante
Febrero 07, 2023
Also need this feature to associate deals, contact and companies to custom objects automatically (and with the lack of that built-in would create a w...Leer más
Rianne en Marzo 08, 2019
Allow for Microsoft Teams integration with the Meetings tool and scheduling in the CRM
Within our organization we use Microsoft Teams for all meetings. When people book a meeting through the Meeting tool with someone, we now have to manually send out an additional Microsoft Teams meeting. We would like to these meeting tool invites to Leer más
Responder Idea Meetings
727 Me gusta
403 Respuestas
coamyot
Participante
Septiembre 29, 2021
Got excited by the notification from @MBrown7 If I am receiving so many notifications by email (probably like all of you) how come the hubspot peop...Leer más
coamyot en Julio 01, 2021
Custom CRM card using HubDB
As anyone developped a good solution to use data from a HubDB table to populate in a CRM record custom card? We have a table with the list of equipment installed at various customers. Some customers have just one, some have dozens. We'd like to have Leer más
Responder Conversación Companies Developer tools Professional
0 Me gusta
1 Respuestas
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