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WHsu
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Mitglied seit ‎Jun 5, 2021
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Wayne Hsu

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AThompson1 on Juni 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 Beitrag ansehen
Antworten Idee Products and Quotes
11 Likes
7 Antworten
WHsu
Mitglied
Juni 14, 2023
YES, really dont see why this is a problem clicking edit and scrolling down takes too long
traviskl on Juli 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 Beitrag ansehen
Antworten Idee Products and Quotes
88 Likes
27 Antworten
WHsu
Mitglied
Mai 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
Antworten Idee Contacts & Companies Forms
208 Likes
79 Antworten
WHsu
Mitglied
November 14, 2022
UPVOTE can we use this in ticket property as well
briley on Mai 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 Beitrag ansehen
Antworten Idee Contacts & Companies
49 Likes
11 Antworten
WHsu
Mitglied
Juni 29, 2022
Multiple contract owners make more sense, like a CC list in the email.
Gelöst
WHsu on Oktober 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 Beitrag ansehen
Antworten Diskussion CRM
0 Likes
1 Antwort
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 Beitrag ansehen
Antworten Idee
184 Likes
60 Antworten
WHsu
Mitglied
Oktober 01, 2021
+1 please. this should be added to auto associate contact with the tasks
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