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sgerrits
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Member since ‎Oct 20, 2020
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  • Upvotes Given
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Shaun Gerrits

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sgerrits on December 06, 2024
Add "Move to Top" as an action on reports in dashboard
This is a nice feature when creating views. Since cloned reports default to the bottom of the dashboard, dragging them up can be somewhat of a nuisance so having an action to move them to the top would be nice.
Reply Idea Dashboards & Reports
0 upvote
0 Reply
sgerrits
Participant
May 27, 2021
Reply to Calculation Property Doesn't Work if a Property is Blank
I've built workflows that set the property to 0 if unkown but then the problem is if you have a calculation property that references another calculat...read more
sgerrits on April 14, 2021
Additional functionality for associated objects in workflows
When building cross object workflows, Hubspot defaults to look for "at least one associated record". It would be great if we had an option to choose "all associated records". An example would be a deal based workflow that has two contacts ass read more
Reply Idea Workflows
8 upvotes
1 Reply
sgerrits on February 26, 2021
Show "Uploaded By" on Files UI
There's no currently no way to tell who uploaded a particular file. That means if you want to delete something that you are unsure about, you need to ask your entire department/organization who uploaded it to find out whether it is still needed. read more
Reply Idea File Manager
1 upvote
0 Reply
sgerrits on January 08, 2021
Activity Based Workflows
Because activities can't act as re-enrollment trigger, it would be great to have activity based workflows. An example of an application would be that every time I log a phone call with outcome = left voice mail, it will send an automated email read more
Reply Idea Workflows
380 upvotes
123 Replies
sgerrits on October 20, 2020
Activity Feed sorted by deal
Enable filters to sort at the deal level in activity feed.
Reply Idea Activity Feed
1 upvote
0 Reply
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