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GMarks
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コミュニティー参加日： ‎12 14, 2020
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    0
  • 件の返信
    1
  • いいね！した数
    36
  • いいね！獲得数
    53
  • ご意見・ご提案
    3

自己紹介

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Greg Marks

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アクティビティ

lnoel 3月 23日, 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 続きを読む
返信 アイデア Contacts & Companies Tasks
47 いいね！
44 コメント
GMarks
参加者
9月 01日, 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 ...続きを読む
解決済み
cstaffordlena 2月 10日, 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 続きを読む
返信 ディスカッション Enterprise
6 いいね！
11 コメント
GMarks
参加者
6月 16日, 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: ...続きを読む
GMarks 6月 16日, 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 続きを読む
返信 アイデア Users & Teams & Permissions
44 いいね！
10 コメント
MattPutt 11月 11日, 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 続きを読む
返信 アイデア Lists Workflows
18 いいね！
10 コメント
GMarks
参加者
5月 16日, 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...続きを読む
SteveJenns 3月 06日, 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 続きを読む
返信 アイデア Contacts & Companies
1041 いいね！
312 コメント
GMarks
参加者
11月 02日, 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...続きを読む
techguardnathan 5月 06日, 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.
返信 アイデア Calling
228 いいね！
88 コメント
GMarks
参加者
10月 29日, 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...続きを読む
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