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JoseLitre
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Membre depuis ‎avr. 1, 2020
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  • Réponses
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  • Mentions J'aime ajoutées
    21
  • Mentions J'aime obtenues
    35
  • Idées
    1

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Jose Litre

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Activité

Cory_Porteous le Août 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 Lire la suite
Répondre Idée Account Settings Contacts & Companies
140 Mentions J'aime
29 Réponses
JoseLitre
Participant
Octobre 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...Lire la suite
Cory_Porteous le Août 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 Lire la suite
Répondre Idée Account Settings Contacts & Companies
140 Mentions J'aime
29 Réponses
JoseLitre
Participant
Octobre 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...Lire la suite
Résolues
JEriksson le Avril 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 Lire la suite
Répondre Discussion Free Starter
12 Mentions J'aime
3 Réponses
JoseLitre
Participant
Octobre 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...Lire la suite
JoseLitre le Décembre 28, 2020
Close date defaults to end of month when a Deal is Close Won deal using right side panel
Scenario 1: New deal is created on 1/12/2020 During creation (using the right side panel), close date is left as default property (wich HubSpot uses the current end of month date i.e. 31/12/2020) Deal Stage is set to Closed Won Deal is save Lire la suite
Répondre Discussion Professional
4 Mentions J'aime
1 Réponse
Beka le Janvier 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 Lire la suite
Répondre Idée Marketing Reporting Sales Reporting
69 Mentions J'aime
19 Réponses
JoseLitre
Participant
Décembre 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...Lire la suite
Résolues
monicaway le Avril 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?
Répondre Discussion
32 Mentions J'aime
31 Réponses
JoseLitre
Participant
Novembre 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 ...Lire la suite
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