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dmaxwell
Contributeur | Partenaire solutions
Contributeur | Partenaire solutions
Membre depuis ‎mai 6, 2020
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  • Solutions
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  • Réponses
    5
  • Mentions J'aime ajoutées
    30
  • Mentions J'aime obtenues
    10
  • Idées
    6

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David Maxwell

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Activité

shivammishra le Août 28, 2020
HubDB data in reports and workflows
Features like serverless functions to consume APIs and quering HubDB in Hubl makes hubspot a CMS to build more interactive applications quickly than just marketing websites. But we see one limitation in our use case where we are storing certain info Lire la suite
Répondre Idée CMS Development Tools
174 Mentions J'aime
34 Réponses
dmaxwell
Contributeur | Partenaire solutions
Mars 06, 2024
Yes, need to be able to use this for reporting, otherwise, we will likely need to use external dashboarding tool for our sales teams; unless there is...Lire la suite
Mr_E le Octobre 18, 2017
Admin login as other user
The admin account should have the ability to login as other user accounts. This would allow the admin to change the various settings, like notifications, that can only be changed at the user level. Great time and user frustration saver
Répondre Idée Account Settings
190 Mentions J'aime
84 Réponses
dmaxwell
Contributeur | Partenaire solutions
Janvier 09, 2024
Believe this is available today under users section 'Log in as users' on the Actions button for the user. That said, it may well require an Enterpri...Lire la suite
RStewart1 le Janvier 05, 2022
Alternative currencies
Hi There, our company currency is GBP but we also sell in EURO. At the moment we have to add each Euro price manually. We have a lot of different prices. This takes ages and currency rate fluctuates. I would like the conversion rate we have put in Lire la suite
Répondre Idée Products and Quotes
2 Mentions J'aime
1 Réponse
dmaxwell
Contributeur | Partenaire solutions
Novembre 21, 2023
As part of this suggestion, can we not simply support the alternative currencies functionality across custom properties regardless of which objects t...Lire la suite
dmaxwell le Novembre 10, 2023
Conversation Inbox Improvement - Customized Cards on Right Side
Our support teams are making daily use of the Conversation Inbox through multiple inboxes and while they can see relevant contact, deals and ticket information on the right hand side. Many of the categories / cards are irrelevant for them and we ar Lire la suite
Répondre Idée Conversations
1 Mention J'aime
0 Réponse
benpmg le Février 03, 2022
Use Custom Object Personalisation Tokens in emails
The custom objects functionality in Hubspot is extremely powerful - we use it to link Contacts to custom objects (in our case linking contacts to a custom object that represents the golf club they're a member of). The automated email system UI seems Lire la suite
Répondre Idée Marketing Emails
73 Mentions J'aime
20 Réponses
dmaxwell
Contributeur | Partenaire solutions
Septembre 27, 2023
Ended up doing the same. To build the string from the 1:many, had use another temporary object property to build the list as the workflow is run; ul...Lire la suite
claireWorkCast le Février 25, 2020
Associate products/show product associations on Company/Contact/Ticket records
Hi I would like to submit for Products not to be associated just to a deal. This information should be able to pull across to the company record, the contact level and then a workflow to tickets could be implemented. This would mean that when Lire la suite
Répondre Idée Products & Quotes
186 Mentions J'aime
45 Réponses
dmaxwell
Contributeur | Partenaire solutions
Août 15, 2023
In process of implementing custom object for line item level that will allow us to associate with tickets for post-sale support. Would be great t...Lire la suite
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