HBrii

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solutions
0
Replies
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Upvotes Given
26
Upvotes Received
10
Ideas
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Activity

omri on January 01, 2017

Make a custom property unique

Make it possible to define a custom property as a unique field. Meaning when a data is entered into that field, if it exists in another contact it will alert you of that (like it does for the email field)

Reply Idea Contacts & Companies

104 upvotes

23 Replies

HarvestROI

Contributor | Platinum Partner

August 10, 2022

Hey Shay, Any news on when this is going to happen for the Contacts object? We have several clients today that this would be helpful with.

cfleishman on August 31, 2017

Cloning a Deal

Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! Update from @JoeMayall : Due to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of read more

Reply Idea Deals

1554 upvotes

485 Replies

MBarton

Participant

September 21, 2022

This is a major time-suck for my team. They receive deals that have multiple sites that are all exactly the same. Deal cloning is a vital and core fe...read more

svensktihjartat on February 10, 2021

Knowledge Base: Last modified date and article views in the article footer.

Hi all, We need the ability to display the "Last modified" (or "Last updated") date as well as the Article views in the article footer. As you know, both types of information are available in the backend. I could therefore imagine, for example, read more

Reply Idea Knowledge Base

54 upvotes

7 Replies

HubSpotMaster

Key Advisor | Platinum Partner

July 13, 2022

Are there any updates here? This is super valuable for visibility on the website and behind the scenes for making sure there are no stale documents

HBrii on October 19, 2021

[idee] - filter like if contact email adresse = company email adresse

To use in a workflow, if the contact email adress match with the company email adress, match the contact with the company. Also possibility to update this property for the contact specificly, not for all the company contacts. If not, create a read more

Reply Idea Workflows

0 upvote

0 Reply

samglenn on July 29, 2020

"Today" Option for Workflow Date Picker Fields

It would be incredibly helpful to see "is any of today" as an option when setting an enrollment trigger or if/then branch with a date property within a workflow. For example, we have date properties for tickets for when a product proof and final read more

Reply Idea Workflows

25 upvotes

9 Replies

BenWholley

Participant

April 06, 2022

Baffling this isn't a feature, we really need this.

Frank on January 24, 2017

Filter using relative date values ("TODAY" etc.)

Hi there, we really need to run filters on dates using relative terms like "today", "yesterday" etc. -- Salesforce has this ability and it's extrememly useful: https://help.salesforce.com/articleView?id=custom_dates.htm Currently, if we want read more

Reply Idea Contacts & Companies

428 upvotes

152 Replies

MichaelC

Guide | Partner

September 27, 2022

In the companies (or any object really) view we want to be able to set a filter with rolling dates. Example Company A has the property "No follo...read more

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