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joseph_cone
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Member since ‎Aug 3, 2020
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  • Upvotes Given
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  • Upvotes Received
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Joseph Darnell

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Activity

TFacilitator on December 30, 2020
Allow a customer to go down multiple if/then branches in a workflow
In the current process for if/then branches, when a customer tests positive for the specific if/then parameter they are sent down that first branch despite the fact they may test positive for multiple branches. If your intention is to send your read more
Reply Idea Workflows
32 upvotes
14 Replies
joseph_cone
Participant
December 20, 2021
This feature would be very useful. I'm having to recreate if/then branches on a second level when just letting criteria decide which branches should...read more
basil on January 22, 2020
Allow Multiple Conditions for Calculated Properties of Type Count / Sum
It is great that we can count or sum over objects using calculated properties. However, we often have cases where we want to put not just one but multiple conditions. So if we could have filter functionality similar to the normal list filters or wor read more
Reply Idea Contacts & Companies
143 upvotes
41 Replies
joseph_cone
Participant
October 26, 2021
please Hubspot, calculated fields would be SUPER useful if we could add more criteria. - Use case: need to sum associated deals closed in a timefra...read more
ybn on December 01, 2020
Define labels for associations
It should be possible to define a label when associating a object. Possibly through a button that would appear next to "Preview" when you hover above the association card. This label would be displayed in the card when listing the associations (as t read more
Reply Idea Contacts & Companies
8 upvotes
7 Replies
joseph_cone
Participant
July 14, 2021
@ybn this would solve a LOT of reporting and organizational issues for me too! They recently rolled out a beta for associating multiple companies...read more
joseph_cone on March 03, 2021
Create Custom Association Types
It would solve a lot of structural issues for me if I could simply create a Custom Association, which would basically be another accordian viewport on the right side of a record that would allow me to associate one object with another with complete read more
Reply Idea Contacts & Companies
5 upvotes
1 Reply
Solved
realizeit on May 24, 2017
Merging Contacts
When I merge two contacts, it would be nice if the newly merged document included all the data of the two. I just did a merge and lost the phone number, job title, and all the other info that I'd spent much time collecting. A real PITA.
Reply Discussion
6 upvotes
13 Replies
joseph_cone
Participant
February 16, 2021
Adding my two cents here to keep this conversation alive... we have many contacts that we NEED to be able to manually pick which property should stay...read more
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