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JOakley
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Member since ‎Mar 3, 2021
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  • solutions
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  • Replies
    13
  • Upvotes Given
    23
  • Upvotes Received
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  • Ideas
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Jessica Oakley

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Activity

claratan on February 19, 2019
Checkbox option for Terms & Conditions in Quotes
It would be useful to implement a checkbox option to insert terms and conditions before the prospect clicks "purchase".
Reply Idea Products & Quotes
47 upvotes
16 Replies
JOakley
Contributor
January 25, 2023
Yes please! This would be so helpful!
mlangner on September 11, 2020
Sorting Columns in Company by Custom Property?
I am trying to understand the sort logic for Company views so that I can get the information I need displayed in the order I want. I'd like to sort by a custom property called "Target" which is a radio button property that has the following choices read more
Reply Discussion
4 upvotes
6 Replies
JOakley
Contributor
January 15, 2023
@hubspot Any movement on this? Two years and counting, would be really great to understand how we can order these things properly, it's getting pr...read more
DCockayne on February 21, 2022
Trying to report on Deal One-Time Subtotal
ts important that I can accurately report and forcast to the business the annual recurring values of the deal as well as the one-time values. The ARR is no problem at all but I cannot find a way of reporting the one-time subtotal from each deal. It read more
Reply Idea
6 upvotes
7 Replies
JOakley
Contributor
December 01, 2022
Upvoting this, this is going to be essential for us to remain with hubspot. I need to provide this monthly to US for reporting. If we can't find a ...read more
brotelli on June 25, 2020
Quote expiration date extension
We should be able to extend the expiration date or reactive a quote without having to create a brand new link each time. Our quotes as a rule are only good for 30 days and there are times that on day 32 or 33 the client would like to purchase but I read more
Reply Idea CRM Objects (Contacts & Companies & Deals & Tickets)
17 upvotes
4 Replies
JOakley
Contributor
November 13, 2022
This is pretty critical if you're spending e-signatures each time you re-call. Can we please get some movement on this feature request? Thanks
Alexrott on April 06, 2022
Who created this view?
So I found this: https://community.hubspot.com/t5/Account-Settings/Who-created-this-view/m-p/603678 the accepted solution is honestly not acceptable. We face the problem that some properties that we want to delete are blocked by some random v read more
Reply Discussion Admin
1 upvote
3 Replies
JOakley
Contributor
October 04, 2022
This is pretty critical, how do we get this moving please?
dm_esfa on November 16, 2017
Search for contacts by their *linked* company fields
Hi all We intend to create some custom company fields eg number of employees. Can we filter contacts by their linked company fields? I wish to end up with a list of contacts to get in touch with. It seems like we're restricted to filte read more
Reply Idea
23 upvotes
11 Replies
JOakley
Contributor
September 04, 2022
This functionality is really needed. The lists are a clunky work around and doesn't work effectively. We have 24 servers and counting, 750+ compan...read more
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