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WHsu
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Member since ‎Jun 5, 2021
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Wayne Hsu

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Activity

AThompson1 on June 02, 2023
Active line items using single-line text
I would like to recommend the ability to use a single-item text fields directly into the line item without having to 'edit' the specific line item (currently only number fields have the option). We have clients that would like to add notes to speci read more
Reply Idea Products and Quotes
11 upvotes
7 Replies
WHsu
Member
June 14, 2023
YES, really dont see why this is a problem clicking edit and scrolling down takes too long
traviskl on July 06, 2022
Set Line Item property in Workflows
It would be incredibly helpful to have the ability to set a line item property in a workflow using the "Set property value". Currently, "Line Item" is not an option. This would help us as we have revenue reporting fields on our line items/produc read more
Reply Idea Products and Quotes
89 upvotes
27 Replies
WHsu
Member
May 31, 2023
This would be really helpful to automate some line item manual entry
CaitlinRyan on August 24, 2017
Country code drop down for phone number in forms
We need to know the country code of all numbers submitted through our forms. It would be ideal if there was a country code drop down to select from that we could have on our web forms This is what HubSpot has on their forms on their website
Reply Idea Contacts & Companies Forms
208 upvotes
79 Replies
WHsu
Member
November 14, 2022
UPVOTE can we use this in ticket property as well
briley on May 17, 2018
Allow multiple owners to be assigned to single contacts
Currently a contact can only have one owner, which makes it difficult to keep information where it belongs. Team view works, somewhat, but we don't want every member on a team to see everyone elses information. There are some cases where multiple u read more
Reply Idea Contacts & Companies
49 upvotes
11 Replies
WHsu
Member
June 29, 2022
Multiple contract owners make more sense, like a CC list in the email.
Solved
WHsu on October 18, 2021
Sharing contact with an individual from different team
Hi Hubspot community, We currently set each contact and deals to be view as " owned" only for individual sales, then sales team leader will see " team only" then the top executives can see everything. For some projects, our sales do work t read more
Reply Discussion CRM
0 upvote
1 Reply
Brett_Weaver on April 12, 2018
Associate Tasks with Contacts AND Companies by default
Hello, It would be very helpful to automatically have a Task which was created under a Contact also be associated with the Contact's Company. There are mentions of this on the community forum already for a couple of different reasons. My rea read more
Reply Idea
184 upvotes
60 Replies
WHsu
Member
October 01, 2021
+1 please. this should be added to auto associate contact with the tasks
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