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GMarks
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Membro desde ‎dez 14, 2020
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  • Avaliações positivas recebidas
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Greg Marks

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cstaffordlena on Fevereiro 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 Leia mais
Responder Discussão Enterprise
6 avaliações positivas
11 Respostas
GMarks
Participante
Junho 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: ...Leia mais
GMarks on Junho 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 Leia mais
Responder Idéia Users & Teams & Permissions
31 avaliações positivas
3 Respostas
MattPutt on Novembro 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 Leia mais
Responder Idéia Lists Workflows
10 avaliações positivas
4 Respostas
GMarks
Participante
Maio 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...Leia mais
SteveJenns on Março 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 Leia mais
Responder Idéia Contacts & Companies
954 avaliações positivas
291 Respostas
GMarks
Participante
Novembro 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...Leia mais
techguardnathan on Maio 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 Idéia Calling
150 avaliações positivas
62 Respostas
GMarks
Participante
Outubro 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...Leia mais
lnoel on Março 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 Leia mais
Responder Idéia Contacts & Companies Tasks
41 avaliações positivas
41 Respostas
GMarks
Participante
Outubro 21, 2021
This would be a really useful feature for our support team as often the issues that arise can include a long thread of email information. Being able ...Leia mais
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