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anna-ins
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Membre depuis ‎nov. 22, 2020
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Anna Cooper

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pundir le Juillet 15, 2020
Formatted tables in email templates and snippets
Often the most important information we want to provide our customers resides in nicely formatted beautiful tables (we usually copy from Excel and paste into Gmail). Unfortunately, Hubspot email templates and snippets do now allow tables. Hence our Lire la suite
Répondre Idée Connected Email Conversations Snippets & Templates
89 Mentions J'aime
36 Réponses
anna-ins
Participant
Septembre 30, 2022
Given the original post is from July 2020, I don't hold out much hope of getting this critical feature added. HubSpot, are you out there!?
DannyH le Août 18, 2020
An option to delete tags from the knowledge base
Once a tag is created in the Knowledge Base it can't be deleted. So misspelled or out of date tags can still be used by the article creators. It doesn't affect the visitor/viewer of the articles, but keeping things clean and organized is a must in t Lire la suite
Répondre Idée Knowledge Base tags
47 Mentions J'aime
18 Réponses
anna-ins
Participant
Août 21, 2022
Wow, it should be so EASY to delete or even just rename a tag if I typed it in wrong. Please fix this, it's really weird that I just have to live wi...Lire la suite
anna-ins le Décembre 01, 2021
Add ins for Outlook and Windows don't 'remember me' even when I tick that.
The add-ins for Outlook and Windows periodically make you log in again. It's annoying because both add-ins have a box you can tick that says "remember me" - and we tick it every time and they NEVER remember us. We have made everyone use very secure Lire la suite
Répondre Discussion Enterprise
5 Mentions J'aime
3 Réponses
AlexHodgson le Avril 16, 2019
Clone Quotes
We've started using Quotes (it is very good) but one thing that frustrates is that if the customer requests one small change to a quote before signing you have to redo the whole quote. We'd like to suggest: - Ability to clone a quote to a new q Lire la suite
Répondre Idée Products & Quotes
147 Mentions J'aime
63 Réponses
anna-ins
Participant
Février 22, 2021
The new ‘clone’ function would be so helpful IF we could assign it to a new deal , especially with larger B2B quotes. In a cloned quote I can remove...Lire la suite
Résolues
pharilson le Février 13, 2019
Contact and Activity Permissions
Good Morning - We want our sales people to be able to see all contacts but management wants to lock it down where the sales folks can not see eachothers activity inside that contact. Is there way to do this?
Répondre Discussion
7 Mentions J'aime
5 Réponses
anna-ins
Participant
Janvier 14, 2021
Our Managing Director has a similar request - using Teams won't work, unfortunately. He wants all team members to see the Contact and most things on ...Lire la suite
AlexHodgson le Avril 16, 2019
Clone Quotes
We've started using Quotes (it is very good) but one thing that frustrates is that if the customer requests one small change to a quote before signing you have to redo the whole quote. We'd like to suggest: - Ability to clone a quote to a new q Lire la suite
Répondre Idée Products & Quotes
147 Mentions J'aime
63 Réponses
anna-ins
Participant
Février 22, 2021
The new ‘clone’ function would be so helpful IF we could assign it to a new deal , especially with larger B2B quotes. In a cloned quote I can remove...Lire la suite
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