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GregZ
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Member since ‎Jul 16, 2020
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  • Upvotes Given
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  • Upvotes Received
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  • Ideas
    3

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Activity

SteveJenns on March 06, 2017
Field Dependencies for Contact Properties
I would like to set up field dependencies for Contact Properties, to ensure that my Sales/Marketing team are updating contact details correctly. For example, I would only want certain fields to be editable against a contact record if anoth read more
Reply Idea Contacts & Companies
964 upvotes
292 Replies
GregZ
Member
July 15, 2022
Don't forget to consider how this will impact playbooks.
GregZ on June 24, 2022
Filter Activities with a Date/Date Range
We need the ability to filter activties by a date or date range so we don't have to scroll at all. Just enter a date or date range or use other filters that HubSpot has in place such as "this month," "last month," etc.
Reply Idea Activity Feed
0 upvote
0 Reply
hroberts on September 04, 2018
Integrate SMS texts with Conversations
Add SMS text messages as a channel to the Conversations Inbox.
Reply Idea Conversations
71 upvotes
45 Replies
GregZ
Member
February 16, 2022
"Being reviewed" since 2018? Is this really on the roadmap?
GregZ on December 21, 2021
Exception Dates for Chat Availability
It would be nice to have the ability to enter an "exception" for chat availability. For example, if chat is available Mon-Fri, 9am-5pm, we could enter a row with an exception of 9:00 am-2:00 pm on 12/24/2021 and second exception of "unavailable" on read more
Reply Idea Conversations Live Chat & Bots
7 upvotes
0 Reply
NataliaTorres on October 15, 2019
Filter Tasks by associated with Contacts
When I am looking tasks I can filter by state, title, type, date and the owner of the task but I can´t filter by the contact or deal thats is associated with the task and it`s makes difficult the work of my team, because we need to know if a contact read more
Reply Idea Tasks
97 upvotes
23 Replies
GregZ
Member
December 16, 2021
Badly needed. Task filters should be the same as Contact/Company/Deal.
natalia_loewen on June 22, 2020
Possibility to filter tasks by team
It would be great if you could filter tasks by team. Filters by "All" and "User" work well, a small addition at this point would help a lot.
Reply Idea CRM Objects (Contacts & Companies & Deals & Tickets) Tasks
23 upvotes
3 Replies
GregZ
Member
December 16, 2021
Badly needed. limit of 500 tasks in a task queue cripples the ability of a leader who manages high volume, i.e. call center, to see tasks by a team ...read more
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