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KNickolay
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Member since ‎Feb 18, 2021
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  • Replies
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  • Upvotes Given
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  • Upvotes Received
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  • Ideas
    3

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Kara Nickolay

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Activity

SupportSystony on March 16, 2022
User case: I am talking about the Never log option. You can set HubSpot to never log certain emails from a certain domain. That's just fine, but if we want to exclude one of the email addresses from that domain, we have to copy all the other email read more
2 upvotes
2 Replies
Participant
June 08, 2022
I agree with this!
KNickolay on May 26, 2022
Hello! Since we sync our CRM with our ERP, we are in need of a way to set a property requirement before they can create a quote. Example use case: if a deal is taxable, they must calculate sales tax prior to the quote getting created (calcula read more
NilsK on January 02, 2020
We use a specific tax % on every quote so it should be possible to set a standard and e.g. add a 19% tax on every quote created automatically. Benefits: Saves times Avoid mistakes
314 upvotes
108 Replies
Participant
May 26, 2022
This is so needed!!
JD1 on May 20, 2018
Currently, we have to manually calculate the TAX amount when creating a quote. Ideally, we would set the TAX % and have the system automatically calculate the value (in the same way you can with a formula withing MS Excel). Benefits: read more
150 upvotes
47 Replies
Participant
May 26, 2022
We really do need this to be implemented-- as a company that syncs with our ERP, we need a way for this to be automated so we do not have to keep doi...read more
SRoberts on September 23, 2021
It would be great if you could choose which line item properties were editible after creation. We have a reporting system outside of HubSpot which relies on our line item names matching up with those in the reports. We have switched off the abil read more
19 upvotes
9 Replies
Participant
May 19, 2022
This is also an issue for us as well-- we really need to option to lock down on editable fields within product properties as this syncs over to our E...read more
TCollins on October 08, 2020
At the moment the access controls are quite limited, and entirely on the user side, rather than the content side. The only controls are whether a user can see their contacts, their team's contacts, or all contacts. Sometimes you want a contact/c read more
Participant
May 16, 2022
I would agree that this is needed for our use case as well.
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