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RAnderson
Member | Partner
Member | Partner
Member since ‎Jul 19, 2021
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  • Upvotes Given
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  • Upvotes Received
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    5

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Ross Anderson

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RAnderson on December 12, 2022
Data exports | Schedule CSV and the ability to format the data
Having the ability to schedule exports of CSV files would aid our ability to produce reporting internally. Having the ability to format how data is displayed in an export would aid our ability to automate reporting internally. (E.g. Close Date o read more
Reply Idea Analytics Tools
5 upvotes
1 Reply
RAnderson on November 24, 2022
Ticket SLA alerts
The alerts that are shown in the inbox for SLA time due soon/overdue should also be displayed in the ticket pipeline, so that all users have the ability to quickly ascertain where to prioritise their time (when operating in a ticket queue).
Reply Idea Tickets
17 upvotes
2 Replies
claireWorkCast on February 25, 2020
Associate products/show product associations on Company/Contact/Ticket records
Hi I would like to submit for Products not to be associated just to a deal. This information should be able to pull across to the company record, the contact level and then a workflow to tickets could be implemented. This would mean that when read more
Reply Idea Products & Quotes
211 upvotes
52 Replies
RAnderson
Member | Partner
November 21, 2021
Hi Team, What progression has been made on this? It was apparently being looked into a year ago, and has no updates... Thanks,
RAnderson on August 11, 2021
Company details visible on contact
There are multiple company details that only apply to the company (Products/Services/Contract details, etc.). However when viewing a contact (Or emailing them in HS or outlook), these cannot be displayed. We would like to be able to see the comp read more
Reply Idea Contacts & Companies
0 upvote
0 Reply
DRosier on August 03, 2020
Expand Calendar Functionality
We are a new user, but have used numerous social media and marketing programs and find the calendar in HubSpot to be very basic. We used a program called CoSchedule that is very feature rich. I realize there is an app that can connect to HubSpot, bu read more
Reply Idea Social Media
3 upvotes
1 Reply
RAnderson
Member | Partner
July 21, 2021
Agreed, we're looking at having to double handle work as planning cannot be completed through HS calendar.
RAnderson on July 21, 2021
Mark emails in Inbox as Read if a ticket has been created off their reception
If an email generates a ticket then there should be no need to deal with it as an email. These emails should be marked as read when the ticket is generated to prevent double handling and provide a clearer vision.
Reply Idea Tickets
1 upvote
1 Reply
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