CDunham-Wilkie

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Replies
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Upvotes Given
56
Upvotes Received
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Carolyn Dunham-Wilkie

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Isaac_Brandon on November 28, 2023

Saving 'Group Data' views for reports

We have a case where we want to report primarilary on deal and add filters based on the line items. Because we added in the line item object, when we click into the results it duplicates the deals based on the line items in the results. HubSpot does read more

Reply Idea Dashboards & Reports

0 upvote

1 Reply

CDunham-Wilkie

Contributor

January 30, 2024

YES! didn't realize this wasn't possible but is very limiting

Shadab_Khan on May 23, 2023

Ability to Edit Views as Super Admins

BLUF: A view that we can delete but cannot edit? As HubSpot super admins, we have access to all the resources and components built by us or others. However, we are unable to change or edit the views . We can only delete them, which doesn' read more

Reply Idea Account Settings

61 upvotes

12 Replies

CDunham-Wilkie

Contributor

November 03, 2023

Couldn't agree more - seems like a universally frustrating limitation for superadmins

JimL on December 02, 2021

Views - Allow Super Admins the ability to edit and save any existing View, regardless of ownership

Would be nice for Super Admins to be able to edit and save any existing view, regardless of the owner/creator. You can only edit the views that are "Created by me". For example if one Super Admin creates a "default" view for users, and it needs read more

Reply Idea Users & Teams & Permissions

78 upvotes

34 Replies

CDunham-Wilkie

Contributor

November 03, 2023

Yes yes yes! This is much needed

Ellesyanna on April 25, 2022

Ability to delete properties when they are still being used in views

Currently I'm running into the issue that i cannot delete an old property, when they are still being used in a view. As a superadmin, I'd like to have the possibility to overrule this and delete this anyway. Because I'm not able to edit the vi read more

Reply Idea Account Settings Contacts & Companies Properties Users & Teams & Permissions

15 upvotes

11 Replies

CDunham-Wilkie

Contributor

November 03, 2023

Yes, this is very frustrating for us as well!

hellowinter on October 05, 2020

Products Folders Needs Subfolders

Hi, Hope everyone is staying safe and well. It would be advised that the product team adds a feature to the Products Library that allows for folders within folders. This will make it easier for us to sort our products more specifically and have read more

Reply Idea Products and Quotes

76 upvotes

22 Replies

CDunham-Wilkie

Contributor

October 30, 2023

Don't think this beta really applies here when the beta removes ALL folders instead of adding subfolders...

cpappas_auxin on January 03, 2018

Importing multiple email addresses for single contact

I am importing a CSV file with contacts that have multiple email addresses. Hubspot supports multiple email addresses in the "Email" field, which is wonderful, but the data cannot be imported this way. To import, I had to create multiple email pro read more

Reply Idea Contacts & Companies

315 upvotes

120 Replies

CDunham-Wilkie

Contributor

September 27, 2023

This is currently a very tedious and time consuming process for us as well

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