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JPedler
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Member since ‎Dec 30, 2020
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Jocelyn Pedler

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Activity

corrivj on January 05, 2018
Sandbox
What I would like to see is the ability to copy my entire HubSpot environment from a production to a sandbox environment. It would also be helpful if there was a way to move changes from HubSpot Sandbox to HubSpot Production. We have data syn read more
Reply Idea CMS Development Tools
232 upvotes
61 Replies
JPedler
Participant
May 19, 2022
At a minimum - can you change the Sandbox DB to allow UIDs (Company ID, Contact ID, Deal ID) to be inserted so that we can specify the value and repl...read more
JBudd on September 23, 2021
Keep case format in Deal and Company Names instead of changing to lowercase in reports
When we enter the name of a company in HubSpot, we use upper and/or lowercase letters, as per the client's details. For example: If a company uses "VISA" in their documentation, rather than "Visa", then we enter "VISA". Unfortunately, when creati read more
Reply Idea Dashboards & Reports
81 upvotes
24 Replies
JPedler
Participant
April 19, 2022
Why in the world would HubSpot not keep the formatting from how entered? This has got to be fixed.
Solved
GEiselt on November 05, 2021
Filtering reports using association labels
Greetings, We opted into the beta for applying association labels between objects (e.g. Decision Maker, Advocate, etc. when associating Contacts to Deals). I'm wondering if there's a way to leverage these assocation labels in reporting as a read more
Reply Discussion Professional
37 upvotes
27 Replies
JPedler
Participant
January 13, 2022
Please see the comments below - I don't think this is solved b/c can not use in reports and also can't add this to list views. So if I am viewing a ...read more
Solved
GEiselt on November 05, 2021
Filtering reports using association labels
Greetings, We opted into the beta for applying association labels between objects (e.g. Decision Maker, Advocate, etc. when associating Contacts to Deals). I'm wondering if there's a way to leverage these assocation labels in reporting as a read more
Reply Discussion Professional
37 upvotes
27 Replies
JPedler
Participant
January 13, 2022
Please see the comments below - I don't think this is solved b/c can not use in reports and also can't add this to list views. So if I am viewing a ...read more
Solved
JPedler on November 19, 2021
Unable to view/use email template in Association Beta version
We have created a new automated email template to use for sending emails from a Ticket created as the result of an workflow. We have done this several times before without issue and once published the email template appears when you click the templ read more
Reply Discussion Professional Tickets
0 upvote
1 Reply
Trevor on August 03, 2017
Parent-child company properties available for workflows
Hello, this would be helpful for multiple reasons. An example of a use case would be to create a workflow to copy the parent company Hubspot owner to its child companies. Thanks!
Reply Idea Contacts & Companies Workflows
298 upvotes
105 Replies
JPedler
Participant
August 12, 2021
Agree with others that this is a critical feaure to support - child companies need to be able to 'inherit' parent company properties for various reas...read more
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