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JoseLitre
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Member since ‎Apr 1, 2020
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  • solutions
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  • Replies
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  • Upvotes Given
    21
  • Upvotes Received
    37
  • Ideas
    1

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Jose Litre

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Activity

Cory_Porteous on August 17, 2020
Modify or Re-Order the Preview Tab/Screen for Contacts/Deals/Companies
I would like to be able to reorder the fields and associations displayed when previewing a record. Ideally, we could edit which fields we want showing but even just being able to reorder the categories would be great. For example, we always want to read more
Reply Idea Account Settings Contacts & Companies
148 upvotes
29 Replies
JoseLitre
Participant
October 20, 2021
Our team is looking for a solution on being able to re-arrange the 5 contacts displayed on the right side panel at the company level. Unfortunately b...read more
Cory_Porteous on August 17, 2020
Modify or Re-Order the Preview Tab/Screen for Contacts/Deals/Companies
I would like to be able to reorder the fields and associations displayed when previewing a record. Ideally, we could edit which fields we want showing but even just being able to reorder the categories would be great. For example, we always want to read more
Reply Idea Account Settings Contacts & Companies
148 upvotes
29 Replies
JoseLitre
Participant
October 20, 2021
Our team is looking for a solution on being able to re-arrange the 5 contacts displayed on the right side panel at the company level. Unfortunately b...read more
Solved
JEriksson on April 09, 2021
Sorting and viewing of contacts in the company card view
When you are viewing the contacts from your company card you see them on the right hand side where there is a maximum of 5 contacts. So 3 questions, are there any way of getting specific contacts to show up here, depending on for example a field val read more
Reply Discussion Free Starter
13 upvotes
3 Replies
JoseLitre
Participant
October 20, 2021
Our team is looking for a solution on being able to re-arrange or sort the 5 contacts displayed on the right side panel at the company level. Unfortu...read more
Beka on January 28, 2020
Controlling and Arranging Fields in Report Drill Downs
Previously in reports on dashboards, when you drilled down to a table view you could control the order in which the fields appeared by rearranging them in the data section of the editor. Now, you are not able to control this feature and there ar read more
Reply Idea Marketing Reporting Sales Reporting
71 upvotes
21 Replies
JoseLitre
Participant
December 17, 2020
I vote for this idea. In our case we have an Australian Sales Dashboard that shows the 'Company Currency' in New Zealand dollars with the current con...read more
Solved
monicaway on April 19, 2017
Sorting contacts by Associated Company is not working
On the Contacts page in the CRM, I added the "Associated Company" column but I cannot sort the contacts list using this column. Any ideas?
Reply Discussion
32 upvotes
31 Replies
JoseLitre
Participant
November 08, 2020
It sounds HubSpot suggest workflows when simple tasks can't be achieved from the front end. I don't think is appropiate to close this idea because a ...read more
dave-ops on October 15, 2020
New Custom Property Type: Lookup (with hyperlink to record)
Hi! It would be great to have a (hyperlinked) lookup property type as an option for custom properties so that a user can reference a Contact record already in the database, and click on it to navigate directly to the Contact record (similar to how read more
Reply Idea Account Settings
29 upvotes
7 Replies
JoseLitre
Participant
November 02, 2020
I upvote for this idea. Use case: we identify one or two 'Primary point of contact' for each organisation. This is a custom attribute at the cont...read more
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