Profile

Ucidity
Member | Partner
Member | Partner
Member since ‎May 22, 2020
Message
  • solutions
    0
  • Replies
    0
  • Upvotes Given
    4
  • Upvotes Received
    25
  • Ideas
    3

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Bernard Kassab

This user hasn't created a bio yet. Edit your own profile here!

Activity

MattF on July 13, 2020
Notes on Deal Board view
Either through hovering over a deal or added to each tile, a view where reps and managers could add notes that would be easily visible through the overall view instead of navigating into the record for each deal. An in-practice example being: me read more
Reply Idea CRM Objects (Contacts & Companies & Deals & Tickets)
36 upvotes
24 Replies
Ucidity
Member | Partner
September 24, 2021
It would be great if there was just a little speech-bubble that you click on, quickly enter the notes and it saves across the deal and associated con...read more
Ucidity on September 08, 2021
Everything that needs to be fixed in Quotes
This is for HubSpot, please upvote this and let's ge tthis fixed up! Add T&Cs to the over-all HubSpot settings so we can set defult terms Add tabs on the Quote page so when an attached deal is changed to 'Lost' the quote is archived, when dea read more
Reply Idea Sales Settings
0 upvote
0 Reply
MMT on September 30, 2020
QUOTES - Default settings for all quotes (terms, tax settings, expiry of quotes)
MOST CRM platforms that integrate with Finance systems, or systems that are able to generate QUOTES, will allow for preconfigured settings for all quotes, company wide. Feature request Terms and conditions - allowing our company terms and read more
Reply Idea Products and Quotes
83 upvotes
22 Replies
Ucidity
Member | Partner
March 09, 2021
Yes, 100%. Take a leaf out of Xero's hat, now that you're buddies and see how they do it.
NilsK on January 02, 2020
Automatic adding of TAX (VAT) when creating quotes
We use a specific tax % on every quote so it should be possible to set a standard and e.g. add a 19% tax on every quote created automatically. Benefits: Saves times Avoid mistakes
Reply Idea Products & Quotes
502 upvotes
182 Replies
Ucidity
Member | Partner
February 15, 2021
Has this been implemented? Pretty basic really...
Ucidity on January 05, 2021
Archiving for Properties and Lists
Sometimes you don't want to or can't delete a property or list. It would be great to be able to "Archive" it so that in future lists and options it no longer appears, but it doesn;t get removed from any historical contacts, companies or deals.
Reply Idea Deals
25 upvotes
8 Replies
Ucidity on January 05, 2021
Add Live Chat tab on the app
So when I click away, I can find the chat again if needed. If I clear the notifcation, there is no clear way to get back to the chat.
Reply Idea Live Chat & Bots
0 upvote
0 Reply
View latest posts
Bookmark content for quick access to your most helpful threads.
Get started
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.
Introduce yourself

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started.
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.