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purrlo
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Membre depuis ‎juin 26, 2020
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AlanR le Janvier 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 Lire la suite
Répondre Idée Products and Quotes
126 Mentions J'aime
32 Réponses
purrlo
Participant
Juillet 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...Lire la suite
purrlo le Décembre 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 Lire la suite
Répondre Idée Deals
0 Mention J'aime
0 Réponse
jcj87 le Février 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.
Répondre Idée Contacts CRM Permissions
233 Mentions J'aime
110 Réponses
purrlo
Participant
Février 15, 2023
+1 this is 100% needed
Salehish le Octobre 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 Lire la suite
Répondre Idée Contacts & Companies
218 Mentions J'aime
41 Réponses
purrlo
Participant
Août 06, 2021
MatthewShepherd that's cool. Does that mean conditional properties are close? This thread seems to be about two different things - people wanting...Lire la suite
Neal le Septembre 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 Lire la suite
Répondre Idée Marketing Emails
64 Mentions J'aime
32 Réponses
purrlo
Participant
Août 06, 2021
@bradgerlach thanks for mentioning this, it solved my issue as well!
Salehish le Octobre 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 Lire la suite
Répondre Idée Contacts & Companies
218 Mentions J'aime
41 Réponses
purrlo
Participant
Août 06, 2021
MatthewShepherd that's cool. Does that mean conditional properties are close? This thread seems to be about two different things - people wanting...Lire la suite
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