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LDavis1
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Member since ‎Feb 9, 2021
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Lindsay Davis

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Activity

SteveJenns on March 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 read more
Reply Idea Contacts & Companies
956 upvotes
292 Replies
LDavis1
Participant
September 24, 2021
Any updates on this???? This is such a game changer and is limiting my team
LDavis1 on September 02, 2021
Reporting on Associated Contacts (HubSpot Users) for Meeting Links
My sales reps are measured on not only meetings that they schedule but meetings they attend. We utilize meeting links with meeting types to identify different meetings throughout the sales process. Often times, reps (who are HubSpot users) are als read more
Reply Idea Sales Reporting
4 upvotes
1 Reply
bhalferty on June 22, 2017
Log SMS texts sent to contacts in the CRM
When hitting the text message icon on the HubSpot Ap, it takes you to your texting screen on your phone, which is great. I think it would be very valuable to automatically log that text into the CRM if you hit that icon button on your contact's page read more
Reply Idea Contacts & Companies Mobile Applications
229 upvotes
116 Replies
LDavis1
Participant
August 24, 2021
@vishnu any updates/progress on this?
saravidal on October 29, 2019
Filtering by contacts that global bounced
It would be great to have a filter that filters contacts by global bouncing, not only if they unsubscribe from marketing emails. F.e: If a contact is not working anymore in an enterprise and its email is disabled, it would be of great help read more
Reply Idea Contacts & Companies
51 upvotes
16 Replies
LDavis1
Participant
April 20, 2021
Hello - I think I may have found a potential workaround to filtering this. https://knowledge.hubspot.com/email/what-is-the-difference-between-...read more
Chris_Strom on December 06, 2017
Make HubSpot capable of being HIPAA-compliant
Many other CRMs and marketing platforms include HIPAA compliance capabilities, including: Salesforce Dynamics Infusionsoft Constant Contact (!) CallRail HubSpot is vulnerable to missing out on vast amounts of the healthcare space if they don read more
Reply Idea Account Settings
46 upvotes
24 Replies
LDavis1
Participant
March 17, 2021
We live in a virtual world where we are interacting with patients all day long and being HIPAA compliant would be a huge benefit for us. PLEASE bump...read more
LDavis1 on March 04, 2021
Custom Report Builder (Beta) Issues
I created a custom report (beta) and the numbers are not reflecting correctly in the dashboard. I am doing some manual updates and know the count should be different from what is reflected. Anyone else experiencing this??
Reply Discussion Professional
4 upvotes
4 Replies
LDavis1
Participant
March 05, 2021
Hi Pam - Thank you for reaching out! I am filtering contacts, forms and form submissions. No date picker filter. The specific count of an activi...read more
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