rodcunha

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solutions
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Replies
3
Upvotes Given
14
Upvotes Received
67
Ideas
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Rodrigo Cunha

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Activity

JimyMason on September 08, 2020

Change format of date picker

Currently when a date property is used in Hubspot, you only have the option of the format DD/MM/YY or MM/DD/YY, depending on your region. Being able to choose other formats would be hugely beneficial, especially for marketing emails, as in many read more

Reply Idea Workflows

88 upvotes

12 Replies

rodcunha

Participant

January 16, 2024

How has this not been done? Some platforms want to push data into HS and we need to use a string field with all the inherent limitations in reporting...read more

amoa on February 10, 2020

Use clicks on Sales Documents as trigger (e.g. for workflow)

Especially in the latter stages of the sales process, we are sharing Sales Documents with leads quite extensively. Whereas the tracking and reporting on the Sales Document page itself is good - I can see a full list of who downloaded the document read more

Reply Idea Lists Sales Documents Sales Reporting Workflows

182 upvotes

42 Replies

rodcunha

Participant

November 25, 2022

This seems like such an oversight that is hard to understand how it hasn't been done.

rodcunha on August 23, 2022

Assign Chat Agent to Contact Ownter

Hi, The Problem: We have ran into an issue that I thought would be a lot easier to resolve than actually is. There doesn't seem to be a conversation property for owner that is assignable or can be copied to the contact, nor there seems to be read more

Reply Idea Workflows

1 upvote

0 Reply

LVered on September 19, 2021

Date range for dashboard

I think it would be helpful if I could add a date range for a dashboard instead of editing each report with the rolling dates.

Reply Idea Dashboards & Reports

2 upvotes

1 Reply

rodcunha

Participant

January 05, 2022

I totally agree with this. This makes so much sense I can't believe this has had no upvotes so far. I was going to submit this very idea just now.

rodcunha on November 16, 2021

Alter list filter behaviour

I recently had some trouble understanding why lists wouldn't populate when I used the same filters as in contacts. As it happens the lists have been given an added functionality to filter in or out results with empty properties while this was defaul read more

Reply Idea Lists

0 upvote

0 Reply

Mr_E on October 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

Reply Idea Account Settings

190 upvotes

84 Replies

rodcunha

Participant

October 08, 2021

I would like for us to be added to this beta too. Thanks. R

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