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GMarks
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Miembro desde ‎dic 14, 2020
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lnoel en Marzo 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 Leer más
Responder Idea Contacts & Companies Tasks
45 Me gusta
43 Respuestas
GMarks
Participante
Septiembre 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 ...Leer más
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cstaffordlena en Febrero 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 Leer más
Responder Conversación Enterprise
6 Me gusta
11 Respuestas
GMarks
Participante
Junio 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: ...Leer más
GMarks en Junio 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 Leer más
Responder Idea Users & Teams & Permissions
42 Me gusta
9 Respuestas
MattPutt en Noviembre 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 Leer más
Responder Idea Lists Workflows
15 Me gusta
8 Respuestas
GMarks
Participante
May 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...Leer más
SteveJenns en Marzo 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 Leer más
Responder Idea Contacts & Companies
1029 Me gusta
311 Respuestas
GMarks
Participante
Noviembre 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...Leer más
techguardnathan en May 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.
Responder Idea Calling
197 Me gusta
74 Respuestas
GMarks
Participante
Octubre 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...Leer más
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