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purrlo
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Mitglied seit ‎Jun 26, 2020
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AlanR on Januar 12, 2021
Archive Defunct Products
We have a requirement to archive products that have become defunct. Deleting them would impact historic dealfow reporting and is not a practical solution, so archiving products within the 'products & quotes' would be useful so that they don't d Beitrag ansehen
Antworten Idee Products and Quotes
126 Likes
32 Antworten
purrlo
Teilnehmer/-in
Juli 15, 2024
Absolutely agree with this - and it's especially confusing as the API refers to an "archive" functionality, which is actually only a deletion functio...Beitrag ansehen
purrlo on Dezember 15, 2023
Prompt for currency when adding line item, when currency property is not set
When creating a line item on a deal where the 'Currency' property is not filled, HubSpot defaults to company currency. It would be more efficient if instead HubSpot prompted for the 'Currency' property to be filled first, then displayed the prod Beitrag ansehen
Antworten Idee Deals
0 Likes
0 Antwort
jcj87 on Februar 04, 2020
Merge contacts permissions
AS admin in companies with more than 50 users, we should be able to manage permissions to merge contacts since it implies "manipulating" the database by anyone who can edit contacts even if he is not aware of the impact merges could have.
Antworten Idee Contacts CRM Permissions
233 Likes
110 Antworten
purrlo
Teilnehmer/-in
Februar 15, 2023
+1 this is 100% needed
Salehish on Oktober 31, 2019
Conditional Properties
It would be great if you could set conditional properties for contacts and companies. For instance "if XX property is set to XX, then show XYZ properties in the about view as well". This is needed as we have different types of customers who each hav Beitrag ansehen
Antworten Idee Contacts & Companies
218 Likes
41 Antworten
purrlo
Teilnehmer/-in
August 06, 2021
MatthewShepherd that's cool. Does that mean conditional properties are close? This thread seems to be about two different things - people wanting...Beitrag ansehen
Neal on September 05, 2019
Apply line break formatting in to personalisation tokens in email
With personalisation tokens we can inset text into emails based on the relevant contact, company etc data. However at the moment if you have a multi line text field with line breaks and paragraphs, this formatting will show correctly in HubSpot on Beitrag ansehen
Antworten Idee Marketing Emails
64 Likes
32 Antworten
purrlo
Teilnehmer/-in
August 06, 2021
@bradgerlach thanks for mentioning this, it solved my issue as well!
Salehish on Oktober 31, 2019
Conditional Properties
It would be great if you could set conditional properties for contacts and companies. For instance "if XX property is set to XX, then show XYZ properties in the about view as well". This is needed as we have different types of customers who each hav Beitrag ansehen
Antworten Idee Contacts & Companies
218 Likes
41 Antworten
purrlo
Teilnehmer/-in
August 06, 2021
MatthewShepherd that's cool. Does that mean conditional properties are close? This thread seems to be about two different things - people wanting...Beitrag ansehen
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