kristeen-romero

Participant | Diamond Partner

Member since

Message

solutions
0
Replies
1
Upvotes Given
31
Upvotes Received
3
Ideas
0

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

Friends list is empty

Kristeen Romero

This user hasn't created a bio yet. Edit your own profile here!

Activity

daust on January 04, 2021

Linking to Activities, specifically Tasks in Reports

Hi, In Reports, it would be great to include the ability to link directly to Tasks. We've setup a Dashboard with various sections e.g. My Tickets, My Tasks, My Contacts, Deals at a certain critical stage, for salespeople to monitor on a daily basis. read more

Reply Idea Tasks

10 upvotes

2 Replies

kristeen-romero

Participant | Diamond Partner

June 27, 2022

@daust @CSic You can get around this by adding contact ID and/or company ID in the custom report. Tasks are recorded on objects themselves and do...read more

AJLaPorte_diagr on January 29, 2019

Allow creation of datetime field from Contact Property area (not just API).

There are many times when a datetime field can be beneficial for use in the contact properties. There are currently a few fields (HubSpot defaults) that contain this data but you cannot create a custom property for this kind of data through the edit read more

Reply Idea Contacts & Companies

217 upvotes

71 Replies

kristeen-romero

Participant | Diamond Partner

February 18, 2022

Needing this for custom notifications we're trying to send out and for filtering workflow actions based on time. Would love to see some updates on th...read more

katie_cort on January 20, 2021

Enable editing for Custom Objects on mobile app

The problem right now is that on the mobile app, custom objects are read only, and cannot be edited. Additionally, contacts cannot be associated with custom objects from the mobile app. For a business where the custom object may be properties, or r read more

Reply Idea Custom Objects

26 upvotes

5 Replies

kristeen-romero

Participant | Diamond Partner

January 11, 2022

+1 to what @NancyLambert said. We need this for our clients working in real estate and education. We just tested it out and it seems to work ...read more

Agard12 on January 07, 2022

i want to learn seo

hello everyone I want to learn (SEO) search engine optimisation skills and earn kitchen income to sell services anybody can guide me and I also want to work with someone and learn as a student thnaks

Reply Discussion Starter

3 upvotes

13 Replies

kristeen-romero

Participant | Diamond Partner

January 10, 2022

+1 on SEMrush Academy and learningseo.io I also recommend Ahrefs stuff. They have some really good courses over on their Academy and they upload r...read more

kristeen-romero on October 25, 2021

Custom Code for Custom Object Search

I'm trying to add some custom code into a workflow to search through the properties of a Patient Records custom object I created, but it keeps giving me this error: TypeError: Cannot read property 'searchApi' of undefined It looks like I can't read more

Reply Discussion Custom Code Actions

0 upvote

1 Reply

BByler on August 30, 2021

Rename "is known" to "is known or updated" or Separate their functions

Hello! This ease-of-use enhancement idea is to rename the "is known" property in workflows to read instead "is known or updated" or, the scalable solution would be to separate those functions. Today, many customers do not realize (how could they? read more

Reply Idea Workflows

3 upvotes

1 Reply

kristeen-romero

Participant | Diamond Partner

August 30, 2021

Had no idea this was the case. Better labelling and potentially separating those functions would be appreciated!

View latest posts