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Flo_essentry
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Member since ‎Sep 17, 2020
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Florian Glauer

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C-Note on December 12, 2018
OR Filters for Reports
I really need the ability to create reports using OR filters instead of just AND filters. For example, we use fields like AC1 and AC2 when a contact has multiple accounts. When I create a report, I want to be able to see if there are customers wit read more
Reply Idea Contacts & Companies
287 upvotes
130 Replies
Flo_essentry
Member
April 08, 2021
Great news! This feature is now available at " Custom Report Builder "! Simply choose " Include data if it matches " --> " Custom filter rule...read more
suziedugger on October 21, 2020
Copy Product Information
Now that we're able to add custom fields/properties to products there is a need to be able to copy and/or associate that property to other HubSpot objects. For instance, I have color variants for a product but I can't get that to copy or asso read more
Reply Idea Products and Quotes
204 upvotes
42 Replies
Flo_essentry
Member
March 25, 2021
We have the same issue! I would like to inform our sales team when a contract expires in X days. Currently, we have not found a way except to manual...read more
Frank on January 24, 2017
Filter using relative date values ("TODAY" etc.)
Hi there, we really need to run filters on dates using relative terms like "today", "yesterday" etc. -- Salesforce has this ability and it's extrememly useful: https://help.salesforce.com/articleView?id=custom_dates.htm Currently, if we want read more
Reply Idea Contacts & Companies
501 upvotes
175 Replies
Flo_essentry
Member
December 22, 2020
@bkeller any news for this feature? Would be super nice to add this!
adamhawes on July 18, 2019
Standard MRR (Monthly Recurring Revenue) Property
As a subscription business MRR / ARR rather than revenue is our key metric for sales. We've had to use formulas and custom properties to get the numbers and reporting we need - however, this is still a bit of a hack and we're still a second cla read more
Reply Idea Account Settings
31 upvotes
11 Replies
Flo_essentry
Member
December 17, 2020
This idea came up back in 2019 and there is still no way to display the mrr in month. That´s like the most basic feature for a CRM?! Big Upvote! @...read more
Rianne on March 08, 2019
Allow for Microsoft Teams integration with the Meetings tool and scheduling in the CRM
Within our organization we use Microsoft Teams for all meetings. When people book a meeting through the Meeting tool with someone, we now have to manually send out an additional Microsoft Teams meeting. We would like to these meeting tool invites to read more
Reply Idea Meetings
727 upvotes
403 Replies
Flo_essentry
Member
October 07, 2020
Nice to see how Hubspot reacts! Love this idea! Upvote!
C-Note on December 12, 2018
OR Filters for Reports
I really need the ability to create reports using OR filters instead of just AND filters. For example, we use fields like AC1 and AC2 when a contact has multiple accounts. When I create a report, I want to be able to see if there are customers wit read more
Reply Idea Contacts & Companies
287 upvotes
130 Replies
Flo_essentry
Member
April 08, 2021
Great news! This feature is now available at " Custom Report Builder "! Simply choose " Include data if it matches " --> " Custom filter rule...read more
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