I am using workflows to alert teams of activities happening on deals in real-time. It would be great if the details of that activity could be in the alert to prevent them to have to go to the record to look for the details. Right now there is no way 続きを読む
The sales team needs to be able to view a report that shows upcoming close dates for deal in particular stages. Ideally, it would be a report that would show the NEXT 120 days.
Currently, the only options for rolling date ranges are for the L 続きを読む
Last post is from 2020. How do you not have rolling date options for reporting for future. You have some past but no future and that is critical for ...続きを読む
The sales team needs to be able to view a report that shows upcoming close dates for deal in particular stages. Ideally, it would be a report that would show the NEXT 120 days.
Currently, the only options for rolling date ranges are for the L 続きを読む
Last post is from 2020. How do you not have rolling date options for reporting for future. You have some past but no future and that is critical for ...続きを読む
Is there anything additional to add on to hubspot to allow for additional goals or reporting? Looking to add additional goals around specific properties we have.
So I know there is no easy way to do a date calculation in Hubspot that I can find. But I want to take the close date and add 60 days to it to put as an expected launch date. Any idea how I can do this simply?
We should be able to take a currency field times a percentage fiield to create another currency field. Makes no sense that we can't have that when technically your deal stage weighted amount already does this on the reports.
I am using workflows to alert teams of activities happening on deals in real-time. It would be great if the details of that activity could be in the alert to prevent them to have to go to the record to look for the details. Right now there is no way 続きを読む
Is there anything additional to add on to hubspot to allow for additional goals or reporting? Looking to add additional goals around specific properties we have.
There should be the ability to put in contracts and other documents like deal reviews so that we can run these with properties on the deal when you click to do so, rather so than having to do this in a google doc or something and having to double ty 続きを読む
//
//
//
//
//
(function($) {
//START END-USER CONFIGURATION
//------------------------------
//selectors for hover card triggers
var allHoverCardTriggers = '.author-name-link,.friend-list .friend a,.username a,.avatar,.user-avatar,.author-img, .authors a, .messageauthorusername a, a.lia-user-name-link, .js-latest-post-by-from a, .user-online-list li a, a.UserAvatar, .customUsersOnline a, #authors a,.dashboard-followers a.user-name, .dashboard-following a.user-name,.author-login-wrapper a, .hb-leaderboard a, .author-img-floated';
// Forward calling page's URL params to endpoint URL as well, helps with testing!
var params = (new URL(location.href)).searchParams;
var userApiUrl = '/plugins/custom/hubspot/hubspot/hovercardendpoint?' + ((params.set('user_id', '') == []._) && params.toString());
if($('.hover-card-container').length<1){
$('body').append('');
}
var cardWrapper = $('.hover-card-container');
var error = false;
var thisUserID = '';
var thisUserLogin = '';
var userLink ='';
var cardTimer;
var leaveTimer;
function mouseenter(Elem) {
var thisEl = Elem;
cardTimer = setTimeout(function(){
var docWidth = $(document).width();
var rightSide = false;
var userLink = thisEl.attr('href');
if($('.ViewProfilePage').length && $('img.lia-user-avatar-profile',thisEl).length){thisUserID = '180269';}
else if(thisEl.attr('href')=='#' || thisEl.attr('href')=='' || !userLink.match('viewprofilepage')){
return false;}
else{
var thisLen = (userLink).split('/');
thisUserID = (thisLen)[thisLen.length-1];
}
var thisCard = $('.profileCard[data-user='+thisUserID+']',cardWrapper);
var cardId = 'userProfileCard-'+ thisUserID;
var addAttr = thisEl.attr('aria-describedby',cardId);
var thisElTopOffset = Math.round(thisEl.offset().top+(thisEl.height()/2)+30);
var thisElbottomoffset = "auto";
var className = "";
var winHeight = $(window).height();
var elOffset = thisEl.offset();
var scrollTop = $(window).scrollTop();
var elementOffset = thisEl.offset().top;
var distanceTop = (elementOffset - scrollTop);
var distanceBottom = (winHeight + scrollTop) - (elOffset.top + thisEl.outerHeight(true));
var distanceLeft = Math.round(thisEl.offset().left);
var bodyHight = $('body').height();
var topParam = '';
var bottomparam = '';
var position = '';
var className = 'topArrow';
cardId
if(distanceBottom < 300 ){
if(distanceLeft < 59){
thisCard.removeClass('bottomArrow');
var className = 'leftArrow';
var distanceLeft = (distanceLeft)+(39);
var thisElTopOffset = (thisElTopOffset)-(150);
}else{
var thisElTopOffset = (thisElTopOffset)-(301); var className = 'bottomArrow'; thisCard.removeClass('topArrow');
thisCard.removeClass('leftArrow');
var distanceLeft = (distanceLeft)-(45);
}
}
else{
if(distanceLeft < 59){
thisCard.removeClass('topArrow');
var className = 'leftArrow';
var distanceLeft = (distanceLeft)+(39);
var thisElTopOffset = (thisElTopOffset)-(150);
}else{
thisCard.removeClass('leftArrow');
thisCard.removeClass('bottomArrow').addClass('topArrow');
var distanceLeft = (distanceLeft)-(45);
}
}
if(thisCard.length && $('.profileCard[data-user='+thisUserID+'] .preloader',cardWrapper).length<1){
$('.profileCard',cardWrapper).hide();
thisCard.addClass(className);
rightSide?thisCard.addClass('rightArrow'):thisCard.removeClass('rightArrow');
thisCard.delay(0).css({'top':(thisElTopOffset),'left':distanceLeft,'bottom':thisElbottomoffset}).fadeIn();
} else {
var ajaxReturn = '';
//just in case
thisCard.remove();
//hover card wrapper markup
var rightArrowClass = rightSide?'rightArrow':'';
if(thisElTopOffset != "auto"){
topParam = 'px';
}
if(thisElbottomoffset != "auto"){
bottomparam = 'px';
}
var profileCardHtml = '';
$.when(
//get the background
$.ajax({
type: 'GET',
url: userApiUrl+thisUserID,
dataType: 'html',
success: function(data) {
$('.profileCard',cardWrapper).hide();
ajaxReturn = data;
}
})
)
.done(function(){
cardWrapper.append(profileCardHtml);
$('.profileCard[data-user='+thisUserID+']',cardWrapper).eq(0).empty().html(ajaxReturn);
if($('.profileCard[data-user='+thisUserID+'] .preloader',cardWrapper).length){
$('.profileCard[data-user='+thisUserID+'] .preloader',cardWrapper).parents('div.profileCard').remove();
}
})
.fail(function(){
//uh oh - bail out!
$('.profileCard',cardWrapper).hide();
});
}
}, 360);
}
function mouseleave(e) {
clearTimeout(cardTimer);
// glowingblue: When the user leaves the hovercard trigger, wait because the leaving could be
// to interact with the hovercard, if we don't wait it will just disappear...because
// we left the trigger, right...so we'll have another handler that check if the mouse is
// over the hovercard and if so clears this timer, so the card doesn't close here
leaveTimer = setTimeout(function() {
if ($('.profileCard[data-user="'+thisUserID+'"]',cardWrapper).length) {
$('.profileCard[data-user="'+thisUserID+'"]',cardWrapper).fadeOut('fast');
} else {
$(".profileCard").fadeOut('fast');
}
}, 2400);
}
$(document).on("mouseenter focusin", allHoverCardTriggers, function(event) {
if(!($(this).parents().hasClass('custom-header'))&& !($(this).parents().hasClass('green-wrap'))){
(leaveTimer !== []._) && clearTimeout(leaveTimer);
mouseenter($(this));
event.stopPropagation();
}
});
$(document).on("mouseleave focusout", allHoverCardTriggers, function(event) {
(leaveTimer !== []._) && clearTimeout(leaveTimer);
mouseleave(event);
event.stopPropagation();
});
// glowingblue: Add handlers for when the users interacts with the hovercard, no closing!
$('.hover-card-container').on('mouseenter', function(e) {
(leaveTimer !== []._) && clearTimeout(leaveTimer);
});
$('.hover-card-container').on('mouseleave', function(e) {
(leaveTimer !== []._) && clearTimeout(leaveTimer);
if ( $(e.target).is('.profileCard[style*="block"]') ) {
leaveTimer = setTimeout(function() {
$(e.target).fadeOut('fast');
}, 2400);
}
});
// glowingblue: add one global root level click handler to also close any visible hovercards
// if the user taps/clicks outside the hovercard
$(document).on('mousedown', function(e) {
if ( !$(e.target).parents('.hover-card-container').length ) {
(leaveTimer != []._) && clearTimeout(leaveTimer);
$('.hover-card-container .profileCard[style*="block"]').each(function() {
$(this).fadeOut('fast');
});
}
});
})(LITHIUM.jQuery);
(function($) {
$(document).ready(function(){
var originalElementId;
function setCookie(cname,cvalue,exdays) {
var d = new Date();
d.setTime(d.getTime() + (exdays*24*60*60*1000));
var expires = "expires=" + d.toGMTString();
document.cookie = cname + "=" + cvalue + ";" + expires + ";path=/";
}
function getCookie(cname) {
var name = cname + "=";
var decodedCookie = decodeURIComponent(document.cookie);
var ca = decodedCookie.split(';');
for(var i = 0; i < ca.length; i++) {
var c = ca[i];
while (c.charAt(0) == ' ') {
c = c.substring(1);
}
if (c.indexOf(name) == 0) {
return c.substring(name.length, c.length);
}
}
return "";
}
function errorDisplay(errType) {
var errAuth = '