1. This feature is for the role that monitors tickets on the pipeline. 2. To see the progress of the ticket easier. 3. This functionality will help us identify if the email was sent to the contact, if contact responded to the email or if they vie Lire la suite

When customers log into their portal, they should be able to access their tickets and payments.

I recently realized when you turn on GDPR functionality for documents in HubSpot it applies your whole portal default GDPR privacy & consent settings to the document. There's no document-level customization (or even customization for the documen Lire la suite

Currently the invitation to access the customer portal looks like this: This is basically unusable for most businesses and our client cannot start using the Customer Portal functionality they are paying for because it would send the Lire la suite

I know that it's pretty easy to replace a PDF or Image, or document in the file manager. you navigate to it, and click...and one of the options is to Replace it. But with videos, that's not available. I'm wondering why? In this case, if we cr Lire la suite

I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event f Lire la suite