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samuelb
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Mitglied seit ‎Jul 18, 2017
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samuelb on Oktober 26, 2021
Granular permissions for creating or editing properties
I would like a way to control creating / editing of individual properties. I know there is a permission currently, but it's all-or-nothing permission that isn't very secure. Possible solution; 1. Update the " Edit property settings" permission Beitrag ansehen
Antworten Idee CRM
0 Likes
1 Antwort
samuelb on Februar 04, 2021
Prevent playbooks from loading last logged note
Currently, playbooks that log a note to a contact record will load the last note logged into the playbook fields. Not a useful feature - why would someone want to just log the same note over and over again? Current: Open contact record > Lo Beitrag ansehen
Antworten Idee Playbooks
2 Likes
2 Antworten
codymiles512 on Januar 08, 2018
Custom Fields to Products
Right now, the products feature only supports 1) the product name, 2) the product quantity, 3) the product cost, and 4) recurring or fixed price. It would be incredible if I could associate custom fields with products. In my world, I need to b Beitrag ansehen
Antworten Idee Products & Quotes
267 Likes
131 Antworten
samuelb
Teilnehmer/-in
Februar 28, 2020
@dnelson Any update on the beta version you mentioned 3 weeks ago? Please reply thanks.
codymiles512 on Januar 08, 2018
Custom Fields to Products
Right now, the products feature only supports 1) the product name, 2) the product quantity, 3) the product cost, and 4) recurring or fixed price. It would be incredible if I could associate custom fields with products. In my world, I need to b Beitrag ansehen
Antworten Idee Products & Quotes
267 Likes
131 Antworten
samuelb
Teilnehmer/-in
Februar 28, 2020
@dnelson Any update on the beta version you mentioned 3 weeks ago? Please reply thanks.
Ian1099 on Februar 13, 2019
Prevent Users from Deleting Contacts
Currently the setting for users to edit contacts is an all or nothing deal. If you want your users to be able to edit a contact's phone number they also get permission to delete it. Would be awesome if you could remove a user's ability to delet Beitrag ansehen
Antworten Idee Account Settings Contacts & Companies
148 Likes
57 Antworten
samuelb
Teilnehmer/-in
Februar 21, 2019
I would like a specific permission "deleting records", applicable to Contacts, CRM, and Deals access etc. For example, assume a user has View/Co...Beitrag ansehen
mike175 on März 14, 2017
Cross Object Reporting
I was told that cross-object reporting is not availble in HubSpot CRM in response to the question I will detail below. I simply want to create a table report that contains the fields Associated Company, Associated Contacts, Deal Name, Create D Beitrag ansehen
Antworten Idee Sales Reporting
75 Likes
39 Antworten
samuelb
Teilnehmer/-in
Oktober 15, 2018
1. Ability to report across more than two objects . Example: select "deals" and "contacts" and "acitivities" to create a chart table to show last we...Beitrag ansehen
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