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ARich
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Member since ‎Dec 16, 2020
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Aaron Rich

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Activity

laurabren on August 15, 2023
Increase the number of allowed tags per object (>10)
Currently you can only create up to 10 tags per object. I understand the logic of limiting them (tags become meaningless when you have dozens of them), however we have different tags based on which pipeline they're created for, and the 10 tag limit read more
Reply Idea Deals Tickets
10 upvotes
7 Replies
ARich
Contributor
September 08, 2023
Yes, this limit reducing this features usefulness. If there needs to be any limit, it should be a really high limit.
HFoote on August 22, 2023
Remove the 10 tag limits for Tickets
We're frustrated with the limit of only 10 Ticket Tags for Ticket records across all pipelines. This limitation restricts not only Tickets on one pipeline, but Tickets in all pipelines. We need to open this up to allow these tags to properly read more
Reply Idea Tickets
1 upvote
1 Reply
ARich
Contributor
September 08, 2023
I agree on this. The 10 tag limit reduces the value of this feature. We have a lot of ideas for these, but the tag limit makes this feature extremely...read more
Kara on January 18, 2019
Reassigning tasks when ownership changes
Currently, you can only bulk assign tasks to one owner at a time. What if someone leaves or regions change and leads are reassigned to multiple people? It would be nice to have outstanding tasks move to the new owner once assigned.
Reply Idea Tasks
202 upvotes
49 Replies
ARich
Contributor
August 04, 2023
I'm beginning to wonder if this can be accomplished through a custom code action in a workflow. Has anyone attempted this? I don't see anything like ...read more
Solved
OliviaB on November 30, 2020
How to create a 'Today's date' date property.
I recently discovered this smart way to create and maintain a 'Today's date' property using workflows. This can then be used in reporting, workflows and lists. To do this you can follow these steps: 1) Create a custom date field property read more
Reply Discussion CRM
52 upvotes
81 Replies
ARich
Contributor
July 17, 2023
@n_costa this version works for Contacts. I'm using it on multiple workflows. This should be easy enough to update the object type to pretty much a...read more
matheusjiran on September 10, 2021
Queued Delay in Workflows (or Webhooks)
Something that would be useful for some custom integration would be a way to enqueue Webhooks sent from HubSpot. My problem: I enroll 3k contacts in a workflow that sends a Webhook. Then I get the webhook listener overwhelmed because everythi read more
Reply Idea Workflows
14 upvotes
3 Replies
ARich
Contributor
June 26, 2023
I agree with this! In Zapier it's called a "delay after queue" and something similar to that would be fantastic. The other commentors are talking tho...read more
ARich on June 26, 2023
Lifecycle reporting rolling date functionality
Add the ability to use rolling date periods for lifecycle reporting. Use Case: In many report types I am able to set a rolling date period - last month, last week, etc - but with lifecycle reporting I am limited to setting a fixed date range. read more
Reply Idea Marketing Reporting Sales Reporting
1 upvote
0 Reply
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