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rraven
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Mitglied seit ‎Apr 24, 2020
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Rick Raven

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abrow on Dezember 15, 2020
Ability to Display Total Dollar Discount In Reporting
We would like to build reports that show the total dollar discount taken for a product. Currently, w hen I build a report, I see fields for 'Discount Percentage' and 'Unit Discount'. However, neither of these fields tell me the total dollar discount Beitrag ansehen
Antworten Idee Products and Quotes
8 Likes
2 Antworten
rraven
Teilnehmer/-in
Juni 15, 2023
This makes a big difference in whether or not we can continue to use Quotes and Invoices for HS. Without this reporting, our time with that feature w...Beitrag ansehen
briley on August 20, 2018
Don't count weekends in weekday only requests
Currently, with the way the system is built out, a sequence set to only execute actions on weekdays will still count the weekends towards the delay. (A 3-day delay on a Friday will send on Monday rather than Wednesday). This doesn't give a lot of ti Beitrag ansehen
Antworten Idee Workflows
81 Likes
25 Antworten
rraven
Teilnehmer/-in
April 10, 2023
This is critical. Business days and hours should be included in any sort of reporting and automation in the system as standard.
HGilpin on Februar 25, 2021
Restrict ticket ownership by pipeline to a team or users
Hello! This is for the Service hub. Currently you can restrict inbox ownership to team(s) or user(s). However, ticket ownership within a pipeline is wide open. When the service reps click the drop down to assign an owner, they see every pe Beitrag ansehen
Antworten Idee Tickets
24 Likes
10 Antworten
rraven
Teilnehmer/-in
Februar 13, 2023
This is vital for larger teams. Any workflows that can be used for this become unsustainable after a certain size, and since you view tickets by pipe...Beitrag ansehen
NPH on Oktober 25, 2021
Automatically remove Paid Licenses from Removed or Deactivated Users + Mass Deactivate
HubSpot should remove paid seats from users if they are removed or deactivated. It make no sense to then lock that seat if the user was deactivated, meaning we would then have to reactivate, remove the paid seat, and then deactivate again. To e Beitrag ansehen
Antworten Idee Account Settings
34 Likes
8 Antworten
rraven
Teilnehmer/-in
Oktober 13, 2022
Yes. Yes. Yes. Deactivated should include at minimum the OPTION to immediately remove paid seat. It then being locked is just beyond frustrating. I k...Beitrag ansehen
rraven on September 01, 2022
Allow for resync of HubSpot Insights
I think it is important for Insights to be allowed to be overwritten when absolutely necessary, but we're in a state now where I actually want to repull in Insights data that may have been lost with imports. From what Support says, this is curre Beitrag ansehen
Antworten Idee Properties
3 Likes
0 Antwort
rraven on August 04, 2022
Link Activities and Bounces to Tickets
Bounced emails are often a pain point for Marketing/Sales, but in Support it can be the difference between losing a client or not. Despite this, there is no easy way for tickets to have any sort of action if a support email bounces. Automations are Beitrag ansehen
Antworten Idee Activity Feed Tickets Workflows
4 Likes
0 Antwort
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