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charmcgov
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Member since ‎Apr 21, 2020
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Charlene McGovern

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Activity

kgabriel on September 23, 2020
Reporting on pinned notes
Hello, We would like to be able to report on pinned notes, right now you can only create views off of all "note body" or have a manual step by our sales team to check a box saying they "pinned a note". Does anyone have any solutions to bes read more
Reply Discussion Companies Deals Reports
9 upvotes
4 Replies
charmcgov
Participant
April 20, 2021
Would also love the option to report on pinned notes!
LukeAtAkitaBox on September 04, 2019
Changing names of Attached Files.
It would be helpful if attachments could be renamed once uploaded. This helps if there is an addendum or renewal to a contract and previous contracts need to have a more specific name.
Reply Idea File Manager
48 upvotes
37 Replies
charmcgov
Participant
January 21, 2021
Great idea! We need this as we've changed our naming convention for certain attachments recently!
Karena on July 18, 2017
Generate the URL for a specific contact to access the subscription preferences page
Currently there's no way to generate a direct link for a contact to access their subscription preferences page. The only way we can direct a contact to resubscribe is 1) ask them to find an old email we sent them before they unsubscribed, 2) tell th read more
Reply Idea Marketing Emails
219 upvotes
62 Replies
charmcgov
Participant
November 24, 2020
We would love this feature! A lot of the time clients unsubscribe without realising that this is how we communicate important information to them. Th...read more
MarkSRasmussen on February 20, 2017
Ability to disable users
When users leave the company we want to remove their access to HubSpot. If we delete a user, their names are deleted from history. e.g. "User A created a Note" will no longer contain User A's name, but rather an internal number identifier, rendering read more
Reply Idea Account Settings
213 upvotes
102 Replies
charmcgov
Participant
October 22, 2020
This feature needs to be added immediately!
monmc on May 03, 2017
Update a Meeting description without sending update
When I book a meeting through meetings or in my google calendar, it shows up on the person't Hubspot profile. After the meeting takes place I want to go back and add notes to that meeting. If I do this, I have to save and send updates to everyone. read more
Reply Idea Integrations Meetings
95 upvotes
67 Replies
charmcgov
Participant
October 20, 2020
Looking forward to having this as a feature HubSpot!
tholmes on June 06, 2017
Birthday/Anniversary Date Picker Customization
Currently, when using a date field in Workflows or Lists, it is impossible to ignore the year for annually recurring events (such as a birthday or anniversary). This leads to problems when wanting a create a list of contacts with birthdays within th read more
Reply Idea Lists Workflows
74 upvotes
29 Replies
charmcgov
Participant
October 15, 2020
This is a great idea. We'd like to pull reports and celebrate our clients based on key anniversaries with us!!
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