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TMortensen
Participant | Partner
Participant | Partner
Member since ‎Apr 29, 2021
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Trent Mortensen

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TMortensen
Participant | Partner
April 11, 2024
Reply to Selecting multiple contacts/companies/tasks with shift+click
This is a very basic functionality that really needs to be in place. I was surprised that it isn't.
TMortensen
Participant | Partner
September 13, 2022
Reply to Workflow - Ability to Create Notes
I would also like the ability to have notes that you can pin as part of a workflow. It would also be helpful if we could insert fields into the note....read more
TMortensen
Participant | Partner
June 30, 2022
Reply to Workflow - Ability to Create Notes
I also want the ability to create notes in a Workflow, especially notes that are automatically pinned at the top of the object. Our use case is clear...read more
TMortensen
Participant | Partner
July 07, 2021
Reply to Identify contacts that have an open task
I had the same question and did this to create the report you mentioned: Reports > Create custom report Cross-object report Choose both con...read more
TMortensen
Participant | Partner
May 03, 2021
Reply to Inline editing in list view
Yes, please add this feature or let us know where it is found.
TMortensen
Participant | Partner
May 03, 2021
Reply to Hubspot why is company field blank on contact list
Having this same issue. @nicolebrenner , the associated company field is grayed out when trying to add to a report. Any fixes on this?
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