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LMcGill
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Mitglied seit ‎Nov 19, 2020
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Laura McGill

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Brandonbaker on September 17, 2018
Multiple Knowledge Bases
The ability to create more than one Knowledgebase. Similar to having multiple conversation inboxes or ticket pipelines. This allows for knowledgebase segmentation. Could be for Internal Vs External or Client Vs Prospect (Sales Vs Support) Beitrag ansehen
Antworten Idee Knowledge Base
764 Likes
214 Antworten
LMcGill
Mitglied
Januar 31, 2022
This would be an incredibly useful addition, both for multi-brand companies, but also companies that service multiple user groups along the supply ch...Beitrag ansehen
charingkam on November 08, 2018
Dashboard cannot use date filter when using cross-reporting across contacts and companies
Hi, I created a report that used cross reporting across contacts and companies, and within the report I can add a date filter. However, when I add it to my sales dashboard, the date filter for the whole dashboard doesn't seem to affect Beitrag ansehen
Antworten Idee Dashboards & Reports
351 Likes
111 Antworten
LMcGill
Mitglied
Dezember 10, 2021
This is a major limitation for cross-object reporting. It would make it so much more useful and save time to be able to work with the dashboard filte...Beitrag ansehen
hroberts on Juli 23, 2019
Meeting reminder emails for meetings booked through the CRM
While the Meetings tool offers the ability to send contacts reminder emails for meetings they book with the user, there is currently nowhere to configure reminder emails for meetings that are booked directly through the CRM by the user. From @Sama Beitrag ansehen
Antworten Idee Meetings
153 Likes
62 Antworten
LMcGill
Mitglied
September 20, 2021
I have to admit I am shocked that this is not a feature already... Why have the ability to send the reminder emails for meetings booked through the ...Beitrag ansehen
Sara on Mai 10, 2017
Schedule a meeting for another hubspot user from contact record
Firstly, not to have to add an existing hubspot user as a contact to be able to add them. Secodly, not adding the person who sets up the meeting as an attendee because they simply create meetings for other users and don't have to be invited to the Beitrag ansehen
Antworten Idee Meetings
388 Likes
171 Antworten
LMcGill
Mitglied
September 07, 2021
We really need this functionality also, for the same reasons everyone else has already mentioned. We have an SDR who books meetings for the Sales Rep...Beitrag ansehen
JeffBantz on März 29, 2021
Conversations Workflow Data
Having the ability to implement Workflow funcitonality with Conversations is a GREAT concept. However, there's currently no way to pull in any information/details from the event that triggers the creation of the Conversation. Without that informatio Beitrag ansehen
Antworten Idee Conversations
6 Likes
3 Antworten
LMcGill
Mitglied
Juli 23, 2021
We would definitely like to see this introduced. One example of how we would use this is that when one of our apps is downloaded we receive an em...Beitrag ansehen
ernopyykko on November 17, 2017
Set chat availability based on user's calendar
Would it be possible to get the Messages availability to work in the same fashion as the Meetings integration? A person online/offline status would be toggled on and off based on their calendar. I would even suggest giving an option Beitrag ansehen
Antworten Idee Conversations
131 Likes
48 Antworten
LMcGill
Mitglied
Juli 13, 2021
This would be so helpful for the team. It is clunky and a nuisance for them to have to go in and change their availability all of the time. It gets f...Beitrag ansehen
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