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GSivakumar
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krispag on April 13, 2020
NEW Created by property
I am finding that records do not have a property that documents which user created the record, only who owns it. This is problematic from a reporting and workflow perspective. I would like to see ALL records across ALL objects include a System prope Beitrag ansehen
Antworten Idee Contacts & Companies Sales Reporting
188 Likes
44 Antworten
GSivakumar
Mitglied
Januar 07, 2022
"created by" to identify if a hubspot user or our API createda deal object would be perfect and seems basic!
GSivakumar on Juni 25, 2021
View number of closed won deals a contact has
This. seems like a very basic ask. I want to see the # of closed won deals associated with a contact. The "deals assoicated" filter catches ALL deals in any stage. I've talked to hubspot as a way to create this in a list or use workflows to creat Beitrag ansehen
Antworten Idee Contacts & Companies Deals
1 Likes
2 Antworten
GSivakumar
Mitglied
Oktober 15, 2021
@paulschmidt hmm "recent deal closed date" would also include deals in closed lost correct?
GSivakumar on Juni 25, 2021
View number of closed won deals a contact has
This. seems like a very basic ask. I want to see the # of closed won deals associated with a contact. The "deals assoicated" filter catches ALL deals in any stage. I've talked to hubspot as a way to create this in a list or use workflows to creat Beitrag ansehen
Antworten Idee Contacts & Companies Deals
1 Likes
2 Antworten
GSivakumar
Mitglied
Oktober 15, 2021
@paulschmidt hmm "recent deal closed date" would also include deals in closed lost correct?
MichiEck on Mai 30, 2018
Date of Birth and Age
We use several target groups for different ages (for example 18-25, 30plus, 50plus) therefore we require a solid way how to categorize the age of a contact. Furthermore, this would allow to send Birthday-Mails or to set task for a call. Date Beitrag ansehen
Antworten Idee Contacts & Companies
82 Likes
31 Antworten
GSivakumar
Mitglied
Mai 18, 2021
Why can't you just implement an age property that automatically calculates based on the date of birth field (date picker type). I'd do it myself usi...Beitrag ansehen
jthng on Juli 14, 2017
Individual custom availability for team Meetings links for international teams
The team calendar should allow every member to customized their available time slots. In another words have the option for default availbility to overwrite customized availbility. This is because if i am looking to implement a 24 hours meetin Beitrag ansehen
Antworten Idee Meetings
210 Likes
81 Antworten
GSivakumar
Mitglied
Mai 04, 2021
Another vote - not because of time zones, however. We just have individual members on our round robins that arent available within certain times. Cre...Beitrag ansehen
rraven on August 11, 2020
Adjust Meeting Owner
Super helpful that superadmin can control meetings, but there is still no way to change an owner. This is a big need, especially since you have the undocumented functionality that blasts the user's name and email on the link if there are no availabl Beitrag ansehen
Antworten Idee Meetings
145 Likes
36 Antworten
GSivakumar
Mitglied
April 06, 2021
Very needed! We had someone leave the company and didn't realize that all the round-robin links would go down. It needs to live on a team basis, not ...Beitrag ansehen
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