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charmcgov
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Mitglied seit ‎Apr 21, 2020
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Charlene McGovern

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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 Beitrag ansehen
Antworten Diskussion Companies Deals Reports
9 Likes
4 Antworten
charmcgov
Teilnehmer/-in
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.
Antworten Idee File Manager
64 Likes
49 Antworten
charmcgov
Teilnehmer/-in
Januar 21, 2021
Great idea! We need this as we've changed our naming convention for certain attachments recently!
Karena on Juli 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 Beitrag ansehen
Antworten Idee Marketing Emails
326 Likes
84 Antworten
charmcgov
Teilnehmer/-in
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...Beitrag ansehen
MarkSRasmussen on Februar 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 Beitrag ansehen
Antworten Idee Account Settings
221 Likes
102 Antworten
charmcgov
Teilnehmer/-in
Oktober 22, 2020
This feature needs to be added immediately!
monmc on Mai 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. Beitrag ansehen
Antworten Idee Integrations Meetings
103 Likes
70 Antworten
charmcgov
Teilnehmer/-in
Oktober 20, 2020
Looking forward to having this as a feature HubSpot!
tholmes on Juni 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 Beitrag ansehen
Antworten Idee Lists Workflows
79 Likes
31 Antworten
charmcgov
Teilnehmer/-in
Oktober 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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