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CRosenthal
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Member since ‎May 14, 2021
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Craig Rosenthal

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CRosenthal on March 22, 2024
File Preview vs. Download
We have tickets being created by the conversation inbox that include numerous file attachments. We need to view and save these attachments to our internal file system. We would like the ability to toggle preview vs. direct download to make our file read more
Reply Idea Tickets
0 upvote
0 Reply
Augustus on February 14, 2024
Allow Pipeline to be saved as part of saved list view
We have saved views that are designed to pull in deals from multiple pipelines so it needs to be set to "All Pipelines" in the list view. However, if the user has selected a single specific pipeline to view their list, then it will filter any de read more
Reply Idea Deals Lists
3 upvotes
2 Replies
CRosenthal
Member
March 04, 2024
Our client success team works from 8 distinct pipelines. The reps would like to be able to view all of their open tickets regardless of pipeline (i.e...read more
CRosenthal on March 02, 2024
Pipeline Dropdown Overrides Advanced Filters
Our client success team works from 8 distinct pipelines. The reps would like to be able to view all of their open tickets regardless of pipeline (i.e. all pipelines). So, I built advanced filters (i.e. rep = me, pipelines = any of 8 pipelines, stat read more
Reply Discussion Tickets
1 upvote
1 Reply
JVeirs on June 24, 2020
Log activity without completing task
It would be very convenient to be able to log activities under a contact which you have a task scheduled for without having to complete the task at the same time. This would allow ease of updating / moving tasks without having to create a new task read more
Reply Idea Tasks
114 upvotes
80 Replies
CRosenthal
Member
March 02, 2024
We have this issue when working with tasks. If we try to add a note to a task the only option is to "save note and complete task". We want to save th...read more
VagaeNatus on September 02, 2018
Custom properties for Activities (Tasks, Meetings, etc.)
We currently have custom properties for contacts, deals, companies and tickets. We need custom properties for activities too, which means custom properties for task, meetings, calls, etc. Examples: - Calls: Aircall has to "print" text into the read more
Reply Idea Calling Meetings Tasks
391 upvotes
121 Replies
CRosenthal
Member
February 27, 2024
The lack of activity customization is an outlier for what makes Hubspot great - the ability to customize to meet your specific business needs. I am b...read more
cullenwebster on October 11, 2021
Business Units - Permissions & Roles
Our team is needing a way to limit which units a particular user or team is assigned to. For example, if we have a team member who does support for one of our units and not another, I need to find a way to limit their access only to the unit they su read more
Reply Idea Users & Teams & Permissions
165 upvotes
25 Replies
CRosenthal
Member
January 05, 2024
It is essential that permissioning by business unit be added. The functionality asssociated with business units is not complete without this feature....read more
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