JenniferErena

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Jennifer Erena

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asmeal12 on October 17, 2018

Globally Manage Users Notification Preferences

[7/7/2022 Update] Since this post has continued to receive upvotes and comments, I wanted to take a moment to update my original post to clarify this is now live for Enterprise users . Learn More: https://knowledge.hubspot.com/settin read more

Reply Idea Account Settings

205 upvotes

86 Replies

JenniferErena

Contributor

March 02, 2023

@TBishop65 , that is a good point. There are users who need things done for them for the best outcome. Also, it takes a LOT of time walking them...read more

Cab on August 02, 2018

Schedule Meeting Using Mobile App

It would be great to schedule a meeting on the mobile app. Right now when I meet someone in person and want to schedule a meeting, I have to do it on Google Calendar. Instead, would be great to add them to HubSpot using card scanner and set up mee read more

Reply Idea Contacts & Companies Meetings Mobile Applications

115 upvotes

92 Replies

JenniferErena

Contributor

February 21, 2023

Glad to see this is being reviewed, @AdrianAnsari There's been a flurry of activity lately!

mobmath on September 17, 2019

Subcategories in Company Property

Conditional drop down in any Company/Contact property would be of great benefit. For ex: If Industry type is Retail, the next option will list with sub categories like, Clothing, Appliance, Florist etc.

Reply Idea Contacts & Companies

39 upvotes

10 Replies

JenniferErena

Contributor

January 31, 2023

Hi @Designer-Kyle , would this feature testing be available for Pro users. If so, I am glad to do testing.

PFearnow on September 12, 2022

Customizable Task Columns

The current column options within each task are good, but the reality is, you're never going to be able to create all the possible options every user, in every industry/company, want for their specific use. Even if you could, you wouldn't want to, b read more

Reply Idea Tasks

3 upvotes

1 Reply

JenniferErena

Contributor

January 31, 2023

A specific use case: Our appointment setter creates follow-up tasks for calling/emailing PROSPECTS. In the time between tasks, we acquire a company...read more

liberworm on November 22, 2020

User Audit / Report or Export

It would be very helpful to be able to export a users lists along with what teams they are on, their roles and/or permissions. In order to do a user audit now I have to look at each user separately and create a spreadsheet by hand. Not the most eff read more

Reply Idea Users & Teams & Permissions

4 upvotes

17 Replies

JenniferErena

Contributor

January 31, 2023

Hi @BKoshy , I am very interested in boosting this ability to satisfy SOC 2 auditing of least privilege requried. It is hard to line-up permission...read more

JenniferErena on January 20, 2023

More meeting link options for "sender" in email templates

When creating an email template with the SENDER'S meeting link - it pulls only the default. It would be great to have other options when standardized meeting links are utilized. I created a meeting link for a particular type of meeting with the read more

Reply Idea Meetings Snippets & Templates

0 upvote

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