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GMarks
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Mitglied seit ‎Dez 14, 2020
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Greg Marks

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lnoel on März 23, 2017
Add a comment to a note/email
It would be great to be able to add a comment to a note or an email that has been entered earlier. To create a note and comment chain. I currently use HighRise CRM and one feature I use every day is adding comments to notes or emails in a c Beitrag ansehen
Antworten Idee Contacts & Companies Tasks
47 Likes
44 Antworten
GMarks
Teilnehmer/-in
September 01, 2023
This idea is flagged as "Delivered" but it doesn't appear to be an available feature yet within a Ticket. I would like to be able to add comments to ...Beitrag ansehen
Gelöst
cstaffordlena on Februar 10, 2022
Remove Deactivated Users from assignment options
We have been using the deactivate setting for employees who leave our organization to perserve historic records, etc. but it's annoying that they continue to show up in drop down lists for assigning tasks, companies, contacts, etc. If a user is deac Beitrag ansehen
Antworten Diskussion Enterprise
6 Likes
11 Antworten
GMarks
Teilnehmer/-in
Juni 16, 2022
I ran into this today as well, so I submitted an Idea as @karstenkoehler suggested. Here is the link to the Idea so you can upvote it if you like: ...Beitrag ansehen
GMarks on Juni 16, 2022
Remove Deactivated Users from assignment options
This issue has been brought up a few times in the Community, but it doesn't look like it was added as an Idea. When an employee leaves, we deactivate their account in HubSpot. This allows us to preserve historic detail. This is great and somethi Beitrag ansehen
Antworten Idee Users & Teams & Permissions
44 Likes
10 Antworten
MattPutt on November 11, 2019
Lock/restrict the ability to edit lists and/or workflows
We have developed an automated scoring and lifecycle progression process, it is reliant on lists and workflows. All it takes is for someone to remove/add or edit in any way, one of the key lists and suddenly the whole process is thrown off course. C Beitrag ansehen
Antworten Idee Lists Workflows
18 Likes
10 Antworten
GMarks
Teilnehmer/-in
Mai 16, 2022
Critical for integration with applications like Oracle Netsuites as well as key marketing lists. We should be able to save lists that can only be edi...Beitrag ansehen
SteveJenns on März 06, 2017
Field Dependencies for Contact Properties
I would like to set up field dependencies for Contact Properties, to ensure that my Sales/Marketing team are updating contact details correctly. For example, I would only want certain fields to be editable against a contact record if anoth Beitrag ansehen
Antworten Idee Contacts & Companies
1041 Likes
312 Antworten
GMarks
Teilnehmer/-in
November 02, 2021
Not sure if it falls directly in line with this idea, but I'd like to be able to require that certain teams complete required fields when adding cont...Beitrag ansehen
techguardnathan on Mai 06, 2019
Use Microsoft Teams for Calls
Since Microsoft is going away from Skype and integrating that functionality into Teams, it would be great to have the calling feature integrated with Teams.
Antworten Idee Calling
227 Likes
87 Antworten
GMarks
Teilnehmer/-in
Oktober 29, 2021
We are getting ready to move over to Microsoft 365 and use Teams for our phone system. We'd love to be included in the Beta as soon as it is availabl...Beitrag ansehen
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