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GavinL
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コミュニティー参加日： ‎11 19, 2020
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  • 件の返信
    2
  • いいね！した数
    4
  • いいね！獲得数
    19
  • ご意見・ご提案
    3

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アクティビティ

Cecilia_Decima 9月 11日, 2020
Ability to Hide Drop-Down Contact Properties
Hello, we've created a contact property to allow our franchisees to select which email campaigns they want to send to their contacts (monthly newsletter, one-time news updates, etc). We have some drop-down options in this property that we'd like 続きを読む
返信 アイデア Contacts & Companies
19 いいね！
5 コメント
GavinL
参加者
10月 24日, 2021
This functionality is a no-brainer - we should have the ability to hide (or retire) options for a property that are no longer valid
Anonymous 1月 28日, 2020
Contact Comment Notification - Improve Email
In Contacts, when you create a Note and @mention someone, it sends a notification by email (based on user settings) that includes the contents of the note. There is a new functionality to Comment on an existing Note which allows for a record of 続きを読む
返信 アイデア Activity Feed
16 いいね！
4 コメント
GavinL
参加者
8月 29日, 2021
Agree with the above - the email notification needs to - come with context - eg Gavin commented on <deal name>>, or Gavin commented on &...続きを読む
caroline_at_hv 5月 17日, 2017
Reporting based on History of a property
Looking to create a report using the create date of a property or date the property is changed, which can be found in the history of the property, as one of the metrics for the report. A report that will give me the number of deals that were 続きを読む
返信 アイデア Contacts & Companies Marketing Reporting
353 いいね！
102 コメント
GavinL
参加者
7月 20日, 2021
since you are already capturing the date/time the value of any property changes, you should really make available out-of-the-box reporting tools usin...続きを読む
MeganFrancis 12月 02日, 2020
Colleagues deleting - contacts, tasks, notes etc.
1. I do not want my colleagues to be able to delete any of the activities within the contact. 2. I want to see what activity is being deleted, and an option to restore. 3. I do not want any of my colleagues to be able to delete any contacts. 続きを読む
返信 アイデア Users & Teams & Permissions
5 いいね！
3 コメント
GavinL
参加者
7月 20日, 2021
My scenario is similar - I want any user to be able to add notes/comments/attachments in a ticket, but not be able to edit or delete these unless the...続きを読む
joshflightbucks 4月 11日, 2017
Limiting Permissions by Pipeline
My company has a workflow that requires one side of the company (claim specalists) to deal with sensitive information of individuals (under contacts) and the other side of the company (sales) to work with companies and contacts to partner with our c 続きを読む
返信 アイデア Account Settings
223 いいね！
118 コメント
GavinL
参加者
7月 01日, 2021
Thanks for the heads-up Joe ! So just to confirm (before i do configuration changes) - I can manage access per ticket/deal pipeline by either mak...続きを読む
hellowinter 10月 05日, 2020
Products Folders Needs Subfolders
Hi, Hope everyone is staying safe and well. It would be advised that the product team adds a feature to the Products Library that allows for folders within folders. This will make it easier for us to sort our products more specifically and have 続きを読む
返信 アイデア Products and Quotes
66 いいね！
17 コメント
GavinL
参加者
6月 28日, 2021
Hi Hubspot, Your product library is too restrictive - no option to have subfolders (eg for folder A, subset into different global regions) - no...続きを読む
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