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WinnieHien
HubSpot製品開発チーム
(She/her)
HubSpot製品開発チーム
コミュニティー参加日： ‎11 23, 2020
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  • ベストアンサー数
    10
  • 件の返信
    53
  • いいね！した数
    66
  • いいね！獲得数
    39
  • ご意見・ご提案
    0

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Winnie Hien

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アクティビティ

christopher-RVO 2月 08日, 2024
Playbooks need an upgrade!
📞 Playbooks should have the option to not log as a call, it should be able to be completed without associating it to an activity. ✨ Playbooks should have the option to be required between stages (deal stages, ticket statuses, and lifec 続きを読む
返信 アイデア Playbooks Sales Reporting
16 いいね！
4 コメント
WinnieHien
HubSpot製品開発チーム
7月 18日, 2024
Hi, I'm the PM for Playbooks and we're starting to explore a couple of new ideas with them. We know Conditional Logic and Sections is a big as...続きを読む
RHudman 3月 07日, 2024
Create a card that shows fields from an associated record (not table format)
Hi Guys I would really like the ability to be able a card inside one records (e.g. Deals) showing fields from an associated record (e.g. Company). Currently this can be done is table format card only. What I would like to be able to do is u 続きを読む
返信 アイデア Deals
4 いいね！
4 コメント
WinnieHien
HubSpot製品開発チーム
5月 30日, 2024
Hi Rob, this feature is now live. Add it like you would any other card in the record middle column. It's called the Association Property Li...続きを読む
Tnichs 8月 23日, 2018
View Products Purchased from Contact Record
With the new eCommerce bridge, we can see the items purchased on a deal record, however, we can't from the contact record so therefore, in order to get the purchase history for a client, we have to click into every deal. I have a client who is a whol 続きを読む
返信 アイデア Contacts & Companies
34 いいね！
19 コメント
WinnieHien
HubSpot製品開発チーム
5月 20日, 2024
Hi all. This feature is live. Here's the knowledge base article link for it.
RHudman 3月 07日, 2024
Create a card that shows fields from an associated record (not table format)
Hi Guys I would really like the ability to be able a card inside one records (e.g. Deals) showing fields from an associated record (e.g. Company). Currently this can be done is table format card only. What I would like to be able to do is u 続きを読む
返信 アイデア Deals
4 いいね！
4 コメント
WinnieHien
HubSpot製品開発チーム
5月 30日, 2024
Hi Rob, this feature is now live. Add it like you would any other card in the record middle column. It's called the Association Property Li...続きを読む
LY 3月 16日, 2023
Group Contacts by Association Label on the Overview Tab
I like that you can look at a contact's card on the right side of a deal and see the list of their association labels on it. Somewhere on the deal page, I would like to see association labels with lists of contacts that fall under them too. I th 続きを読む
返信 アイデア Contacts & Companies Deals
0 いいね！
1 コメント
WinnieHien
HubSpot製品開発チーム
4月 23日, 2024
Hi LY, we added a card called Association Label List that lets you do exactly that. You can add it by following the instructions in the Customize t...続きを読む
解決済み
CarolineO 12月 10日, 2020
Displaying Line Items on Company Side Bar
We are really struggling with Line Items. We want them to display on the Company side bar so that Customer team can easily see which products a customer has bought but there doesn't seem to be any way to do this. You have to click into the deal to v 続きを読む
返信 ディスカッション Professional
33 いいね！
27 コメント
WinnieHien
HubSpot製品開発チーム
4月 16日, 2024
I wish this was an ideas forum post instead so I could update the status. For posterity, this feature is now live. Instructions for how to add it...続きを読む
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