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katherineladue
Contributor | Diamond Partner
Member since ‎Oct 1, 2020
  • solutions
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  • Replies
    23
  • Upvotes Given
    52
  • Upvotes Received
    37
  • Ideas
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Katherine LaDue

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Activity

NHuffman on February 02, 2022
There should be a check box or something that would allow you to make an included line item optional. The system would immediately recognize this, perhaps highlight the line item in different color, and then add small verbiage that says someth read more
83 upvotes
29 Replies
Contributor | Diamond Partner
February 29, 2024
Has anyone come up with a good workaround for this? Is it even possible with custom coded quote templates to give the client different line item opti...read more
Carlin on September 25, 2020
I'm a big fan of the quote function taht allows the customer to digitally sign agree to the quote sent, however many of our products have 'optional extras' that a client might wish to purchase. It woudl be great if there was a way to include a tick- read more
108 upvotes
26 Replies
Contributor | Diamond Partner
February 29, 2024
Has anyone come up with a good workaround for this? Is it even possible with custom coded quote templates to give the client different line item opti...read more
GRajput on September 28, 2023
Hi Community, In HubSpot, there is no option available to check whether the HubSpot property is mapped to Salesforce Lead Object or Salesforce Contact Object or both.
1 upvote
1 Reply
Contributor | Diamond Partner
November 30, 2023
Can't believe there are no upvotes!! The fact that certain field mappings in the integration apply to both Leads and Contacts has been creating issue...read more
katherineladue on October 19, 2023
Why is only someone's opt out stored on a contact property? I've run into this issue a few times with clients who need to sync contacts' opt ins and opt outs through the Salesforce integration, and there's really no good workaround to sync opt-ins t read more
0 upvote
0 Reply
katherineladue on June 15, 2023
I have multiple clients right now where their Salesforce has the State and Country picklists enabled, but in the integration field mappings those fields are showing as single-line text still and it's giving a warning message. Why is that?? read more
1 upvote
10 Replies
Contributor | Diamond Partner
June 21, 2023
Nope, have not figured out the reason! In order to clear out the errors for that particular client we just created a custom single-line text field fo...read more
katherineladue on June 15, 2023
I have multiple clients right now where their Salesforce has the State and Country picklists enabled, but in the integration field mappings those fields are showing as single-line text still and it's giving a warning message. Why is that?? read more
1 upvote
10 Replies
Contributor | Diamond Partner
June 21, 2023
Nope, have not figured out the reason! In order to clear out the errors for that particular client we just created a custom single-line text field fo...read more
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