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CarolineB3
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Membre depuis ‎juin 10, 2020
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  • Mentions J'aime obtenues
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JGeraghty le Mars 25, 2024
Allow a super admin to remove a property from all views
Problem : If you want to archive a property in Hubspot, a property has to be "used in" 0. This means that a property cannot be used in a view, reports, workflows, calculated properties, etc. Today, a super admin has to delete all views or ask the u Lire la suite
Répondre Idée Properties
4 Mentions J'aime
1 Réponse
CarolineB3
Participant
Mars 26, 2024
110% AGREE! It is super time consuming to go through each and every property and all of the views and reports they are used in to remove them and arc...Lire la suite
Shadab_Khan le Mai 23, 2023
Ability to Edit Views as Super Admins
BLUF: A view that we can delete but cannot edit? As HubSpot super admins, we have access to all the resources and components built by us or others. However, we are unable to change or edit the views . We can only delete them, which doesn' Lire la suite
Répondre Idée Account Settings
61 Mentions J'aime
12 Réponses
CarolineB3
Participant
Mars 26, 2024
110% Agree with this!! I am currently doing a clean up of our system and have hundreds of properties in each object that need to be archived but in o...Lire la suite
gaylebrimble le Mars 30, 2017
HubSpot USER csv export option
I have 60+ users that cross 4 regional teams in our HubSpot System. It would be extremely useful to "Export" the list of users? I want to export the names, data sort into regions and then send out to do a regular audit to ensure any staff that hav Lire la suite
Répondre Idée Account Settings
120 Mentions J'aime
26 Réponses
CarolineB3
Participant
Mars 05, 2021
if I could upvote this 100+ I would. I have 200 users and no way to view them all in an exported manner. its extremely time consuming to have to go...Lire la suite
APerrone le Décembre 11, 2020
export tasks
ever since the changes, I haven't been able to export tasks. is it possible to add this feature again? it is extremly frustrating
Répondre Idée Tasks
3 Mentions J'aime
1 Réponse
CarolineB3
Participant
Janvier 27, 2021
Agree 100% this was a feature we used for hundreds of staff to export lists daily now its gone and we have to build reports even though their permiss...Lire la suite
CarolineB3 le Août 05, 2020
Associate Contact timeline- Custom date range
There is a "Custom" option when chosing to associate a contact record timeline to a new ticket/ deal yet when you select custom you cannot customize the date range. It only allows you to chose last 30 days, last 60 days, all time, etc. Woudl like Lire la suite
Répondre Idée Contacts & Companies
0 Mention J'aime
0 Réponse
Org3D le Mai 17, 2019
Search Attachments
If I have a contact who has an attachment associated with them, I want to be able to search elements of that attachment. So I want to be able to search for specific words within that attachment. An example might be that I've attached resumes to each Lire la suite
Répondre Idée Contacts & Companies
124 Mentions J'aime
25 Réponses
CarolineB3
Participant
Juillet 10, 2020
I have many attachments in Hubspot for multiple (hundreds) of company records. I would like to be able to search attachments period. 🙂
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