adamhopkins

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Adam Hopkins

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Activity

caroline_at_hv on May 17, 2017

Reporting based on History of a property

Looking to create a report using the create date of a property or date the property is changed, which can be found in the history of the property, as one of the metrics for the report. A report that will give me the number of deals that were read more

Reply Idea Contacts & Companies Marketing Reporting

432 upvotes

113 Replies

adamhopkins

Member

August 01, 2024

@mgriffith - any update on this review please? Been in review for over 4 years now. Reporting on historic changes is key for us.

KeyWestScott on June 29, 2017

File Upload restrict by type

When having customers upload a file, it would be beneficial to have the file types restricted. For example, on a form for employment, we would like to restrict to only PDF files. Reason being is that Office files, Word or Excel allow macros that c read more

Reply Idea Forms

136 upvotes

39 Replies

adamhopkins

Member

May 13, 2024

Has anyone found a workaround with a third-party form provider that allows you to restrict the file types uploaded?

adamhopkins on April 30, 2024

Customise the AI blog narration colours

Customising the colours of the new AI blog narration tool would be great. The current orange and blue look off-brand. Ideally, I'd like to use our brand colours.

Reply Idea Blog

1 upvote

0 Reply

Dylan on September 01, 2020

Associate custom objects with line items

Custom objects should be able to be associated with line items

Reply Idea Custom Objects

82 upvotes

19 Replies

adamhopkins

Member

March 15, 2024

angara on April 06, 2020

Custom properties for Tasks

We want to use "Tasks" more intensively to register and measure all marketing and sales activities. But we cannot create a user-defined Property - please make this available. It should also be possible to see "Tasks" on the contact card on the r read more

Reply Idea Tasks

349 upvotes

95 Replies

adamhopkins

Member

January 31, 2024

+1 Would like to be able to customise task properties.

maximelexstart on September 21, 2018

Use Deal Properties in Forms

Hey there! For us to be able to create forms that use Deal Properties would be amazing. Is that something easily feasible? Thank you.

Reply Idea Forms

628 upvotes

191 Replies

adamhopkins

Member

January 19, 2024

Hi, can see this is being reviewed, fingers crossed it gets implemented. I know it's not a massive chore to copy the properties over from a contact/c...read more

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