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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
1 upvote
0 Reply
CRosenthal
Member
March 04, 2024
Reply to Allow Pipeline to be saved as part of saved list view
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
Solved
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
CRosenthal
Member
March 02, 2024
Reply to Log activity without completing task
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
CRosenthal
Member
February 27, 2024
Reply to Custom properties for Activities (Tasks, Meetings, etc.)
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
CRosenthal
Member
January 05, 2024
Reply to Business Units - Permissions & Roles
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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