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JennL
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Miembro desde ‎ago 9, 2021
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Jennifer Ludewig

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C-Note en Diciembre 12, 2018
OR Filters for Reports
I really need the ability to create reports using OR filters instead of just AND filters. For example, we use fields like AC1 and AC2 when a contact has multiple accounts. When I create a report, I want to be able to see if there are customers wit Leer más
Responder Idea Contacts & Companies
287 Me gusta
130 Respuestas
JennL
Participante
Septiembre 14, 2021
So the Filter Logics are now in the Custom Report format only. (better than nothing!) Still waiting for the filter logic in deal and contact views an...Leer más
MKreikemeier en Marzo 06, 2021
Create Note Properties
Allow users to create note proprties that help to better define what a note is about. For example, it would be nice to have a title for a note, and drop down field for what it's related to. This would be especially helpful for data being imported fr Leer más
Responder Idea Contacts & Companies
10 Me gusta
1 Respuestas
JennL
Participante
Agosto 27, 2021
Note Title section like Tasks has would be tremendously helpful. Being able to set the Titles even more helpful, being able to pull reports off set t...Leer más
GlennMillerLupo en Agosto 13, 2020
Pinning more than one note
Across big teams, sometimes more than one note is important and requires pinning. WOuld be great if 2 pins could existing among a see of notes
Responder Idea Deals
91 Me gusta
47 Respuestas
JennL
Participante
Agosto 27, 2021
Pinning more than 1 note, maybe up to 5 at least in a Deal/Company. Working across multiple departments trying to get all the valuable information ne...Leer más
kristen_sp en Agosto 04, 2020
Referral program
Please create a system for customers to run referral campaigns. It is currently very difficult to set up referral campaigns, accurately capture referral data and contact the referrer/referee as needed. Salesforce has a setup that works well for this Leer más
Responder Idea Contacts & Companies
65 Me gusta
6 Respuestas
JennL
Participante
Agosto 23, 2021
https://community.hubspot.com/t5/Lists-Lead-Scoring-Workflows/Contact-quot-referral-source-quot/m-p/483655#M5555 Adding community post to this ide...Leer más
Resuelta
sgagliano en Abril 11, 2019
Contact "referral source"
How can I relate one contact to another contact that referred it? Use case: If Jill referred me to Jack, I wanted to add a property "Referred by" that would lookup other contacts, and enter Jill as that value on Jack's contact record. I want Leer más
Responder Conversación Contacts & Companies
8 Me gusta
18 Respuestas
JennL
Participante
Agosto 23, 2021
What about how-can-i-add-a-parent-or-child-company-to-an-existing-company-record "Can I create more than one level of parent-child relationshi...Leer más
C-Note en Diciembre 12, 2018
OR Filters for Reports
I really need the ability to create reports using OR filters instead of just AND filters. For example, we use fields like AC1 and AC2 when a contact has multiple accounts. When I create a report, I want to be able to see if there are customers wit Leer más
Responder Idea Contacts & Companies
287 Me gusta
130 Respuestas
JennL
Participante
Septiembre 14, 2021
So the Filter Logics are now in the Custom Report format only. (better than nothing!) Still waiting for the filter logic in deal and contact views an...Leer más
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