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jmacandrews
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Mitglied seit ‎Aug 13, 2020
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Jessica MacAndrews

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teamgi on Januar 07, 2021
Ability to see if forms are used in Workflows
To prevent errors, I would like to see everywhere a form is referenced in HubSpot, particularily workflows. This way if a form needs to change, I can cross reference any associated workflows to make sure nothing breaks or needs updating, compare Beitrag ansehen
Antworten Idee Forms Workflows
66 Likes
18 Antworten
jmacandrews
Teilnehmer/-in
November 10, 2021
+ 1 This would save an ungodly amount of time and potential errors.
Mr_E on Oktober 18, 2017
Admin login as other user
The admin account should have the ability to login as other user accounts. This would allow the admin to change the various settings, like notifications, that can only be changed at the user level. Great time and user frustration saver
Antworten Idee Account Settings
190 Likes
84 Antworten
jmacandrews
Teilnehmer/-in
Oktober 07, 2021
@Flora I'm actually still not able to access.
Mr_E on Oktober 18, 2017
Admin login as other user
The admin account should have the ability to login as other user accounts. This would allow the admin to change the various settings, like notifications, that can only be changed at the user level. Great time and user frustration saver
Antworten Idee Account Settings
190 Likes
84 Antworten
jmacandrews
Teilnehmer/-in
Oktober 07, 2021
@Flora I'm actually still not able to access.
llegault on Juli 26, 2019
Allow for pop-up forms to display the form immediately instead of after a click
Currently, there is no option to allow for the form to appear as the first thing the visitor sees on the pop-up. The visitor must first click on the pop-up and then the form appears. It seems more like a pop-up CTA not a pop-up form. One less step f Beitrag ansehen
Antworten Idee Forms
172 Likes
81 Antworten
jmacandrews
Teilnehmer/-in
Oktober 01, 2021
Hi everyone, Here is a code wrapper you can use for your HubSpot forms to create a popup window. It's not perfect and I'm still refining it, but...Beitrag ansehen
jmacandrews on September 28, 2021
Import Multiple Email Addresses per contact
Refreshing this idea because it is important and needed. https://community.hubspot.com/t5/HubSpot-Ideas/Importing-multiple-email-addresses-for-single-contact/idi-p/143510
Antworten Idee Contacts & Companies
28 Likes
1 Antwort
Siddall on Juni 22, 2017
Define our Fiscal Year / Quarters
We have a lot of very nice "This Quarter", "Last Quarter", "Next Quarter" filter functionality in HubSpot CRM....buuuuut, if your Company's Fiscal Year is not the same as the Calendar Year (as many are not), this "Quarter" filter functionality is no Beitrag ansehen
Antworten Idee Lists Sales Reporting
282 Likes
170 Antworten
jmacandrews
Teilnehmer/-in
September 07, 2021
@hollisbhub I disagree that this has been delivered. The fiscal year filters are still not available in any area of the platform other than the CR...Beitrag ansehen
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