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ShayneT
Participant | Elite Partner
Participant | Elite Partner
Member since ‎Jun 5, 2020
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Shayne Terry

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Activity

EddaTh on February 12, 2019
Email Conversations in Mobile App
At the moment we can only view chat conversations in the mobile app. I need to use the app for email conversations to view emails and reply to clients that contact us. This is very important for my team since we are often on the road and clients sen read more
Reply Idea Conversations Mobile Applications
24 upvotes
18 Replies
ShayneT
Participant | Elite Partner
October 13, 2020
@mfreiert The way I interpreted this request was not that Conversations should support email threads but that the app overall should support email ...read more
Solved
alexacree on April 06, 2020
Nonprofit donation management
I am wondering how other nonprofits using Hubspot are managing their donations/donors. I've used CRM systems like Raiser's Edge that are designed for nonprofits, that can populate contacts' full giving history, and history by category (i.e. an event read more
Reply Discussion Analytics Tools Dashboards and Reporting Donor Management
11 upvotes
18 Replies
ShayneT
Participant | Elite Partner
August 11, 2020
@ryanjarvisx , we are still working on this implementation so I can't tell you how it's panned out yet, but the solution we eventually landed on was...read more
Solved
alexacree on April 06, 2020
Nonprofit donation management
I am wondering how other nonprofits using Hubspot are managing their donations/donors. I've used CRM systems like Raiser's Edge that are designed for nonprofits, that can populate contacts' full giving history, and history by category (i.e. an event read more
Reply Discussion Analytics Tools Dashboards and Reporting Donor Management
11 upvotes
18 Replies
ShayneT
Participant | Elite Partner
August 11, 2020
@ryanjarvisx , we are still working on this implementation so I can't tell you how it's panned out yet, but the solution we eventually landed on was...read more
trevordjones on May 22, 2017
Allow Filtering by Deactivated Users in the CRM
In trying to reassign company records associated with deactivated users in the CRM, I found that there was no way to filter by deactivated user name. Adding this feature would make it much easier to perform administrative tasks. Perhaps this shoul read more
Reply Idea Contacts & Companies
72 upvotes
18 Replies
ShayneT
Participant | Elite Partner
June 05, 2020
Not sure if this is a new feature, but I discovered that you can actually filter by deactivated users! Add a "Contact Owner" ​filter and when the ...read more
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