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jennings
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Member since ‎Apr 1, 2020
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RSM on May 20, 2020
Multi level Sorting ability by Columns
The ability to sort any table view by one column and then by another. Three levels of sorting would probably be sufficient for almost any use-case. Example: 1st level - sort by column for Deal Stage 2nd level - then sort by column for Deal Amo read more
Reply Idea Sales Reporting
116 upvotes
44 Replies
jennings
Participant
August 03, 2023
This is critical functionality. In our case, we need to sort tickets first by their priority level then by their Create Date (oldest first). Current ...read more
jennings on July 24, 2023
Property-level option to enable/disable the requirement to Save when updating Properties
Some Properties in HubSpot (e.g. Deal Stage, Ticket Status) do not prompt you to "Save" when updated. HubSpot has recognized that these fields are updated regularly and the additional step of hitting Save is slow and frustrating to users. It wou read more
Reply Idea Properties
0 upvote
0 Reply
jennings on February 20, 2023
Switch Notes Permissions in Standard User Template back to Everything instead of Owned Only
HubSpot just introduced a new layer of granularity for permissions around the Notes activity type, which allows Notes to be hidden from Users who do not own the Note. Previously, you could see notes on any object you had access to. For some reason, read more
Reply Idea Account Settings
0 upvote
0 Reply
Solved
jennings on February 19, 2023
New "Standard User" Notes Template Permissions
HubSpot just introduced a new layer of granularity for permissions around the Notes activity type, which allows Notes to be hidden from Users who do not own the Note. Previously, you could see notes on any object you had access to. For some reason, read more
Reply Discussion CRM
0 upvote
2 Replies
jennings
Participant
February 20, 2023
Hi Karsten, Thanks for the response. When adding new levels of permissions granularity, it is fairly standard practice to default existing users ...read more
Solved
jennings on February 19, 2023
New "Standard User" Notes Template Permissions
HubSpot just introduced a new layer of granularity for permissions around the Notes activity type, which allows Notes to be hidden from Users who do not own the Note. Previously, you could see notes on any object you had access to. For some reason, read more
Reply Discussion CRM
0 upvote
2 Replies
jennings
Participant
February 20, 2023
Hi Karsten, Thanks for the response. When adding new levels of permissions granularity, it is fairly standard practice to default existing users ...read more
Kidomu on March 09, 2021
Dynamic due date for tasks
Currently, a due date for a task can be set to a specific date or a set number of days from task creation. Suggestion: allow task due date to be set in relation to a date property on an associated record Example use case: use a deal-bas read more
Reply Idea Tasks Workflows
81 upvotes
23 Replies
jennings
Participant
August 28, 2022
This is for sure critical functionality. Not having this causes all kinds of messy workarounds, including creating tasks to update the date on anothe...read more
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