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CHay
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Member since ‎Aug 24, 2021
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Catriona Hay

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Activity

amiller_ism on January 25, 2021
Report Export Permission Separate from Contact Exporting
Our sales team does not have access to export contact records, but they do need the ability to export reports. The current permission is all or none, so now we (marketing admins) have to pull the reports and send it to them. It would be great to mod read more
Reply Idea Users & Teams & Permissions
63 upvotes
22 Replies
CHay
Participant
February 25, 2024
Any update on this? I need to allow certain Marketing team users to be able to export data from reports but NOT all of our data?
CQian on August 18, 2023
Ability to Edit 'Create a line item' form
In the deal section, we are able to create line items associated with deals, however, it doesn't seem like we can customize the form at the moment. Why this is needed: (1) there are fields that are not relevant to our use case, I'd like to dro read more
Reply Idea Deals
33 upvotes
18 Replies
CHay
Participant
February 06, 2024
@MPerlman1 - does this mean if we can change the group on certain properties, maybe it will disappear from the form?
mbarba on February 24, 2022
Introduce Yourself!
Hey there! I’m Mary Barba, HubSpot Academy’s revenue operations (RevOps) professor. Welcome to the Data Management & Reporting Study Group! One of the best ways to learnData Management & Reporting is by implementi read more
Reply Discussion
63 upvotes
800 Replies
CHay
Participant
December 14, 2023
Current role: Operations Manager ANZ (based in NZ) Industry: The design and build industry I love the story that data can tell - how i...read more
KevinFMTV on June 28, 2019
Allow workflows to delete or mark tasks complete
USE CASE: We use a custom property to identity when a contact is known to be a dead lead. However, many of these contacts have pending tasks associated which are no longer applicable once a contact is dead. PROPOSED FUNCTIONALITY: Add a feature to w read more
Reply Idea Workflows
443 upvotes
137 Replies
CHay
Participant
November 12, 2023
Another use case: - we set Tasks to chase overdue clients but would be great if we could set a workflow to auto complete the task if the client ...read more
MarianaG on September 09, 2021
add dependent fields to survey questions
it would be great to be able to add logic to survey questions in Hubspot. Creating a custom survey is great but we should be able to include conditional fields
Reply Idea Feedback Surveys
416 upvotes
127 Replies
CHay
Participant
August 21, 2023
Hubspot Feedback Surveys are not usable without the ability to add conditional logic - a must have if they are to be useful for businesses.
Kristiina on January 20, 2021
Ability to customize the order of graphs in a ticket pipeline report
We use ticket pipeline for illustrating onboarding process for our customers. The onboarding pipeline is made in logical order, which goes from a new client onboarding initiated, to a successful implementation. We would want to see a report in ou read more
Reply Idea Dashboards & Reports
4 upvotes
2 Replies
CHay
Participant
June 20, 2023
+1 - this is super annoying it's in the wrong order! should be an easy fix to be able to sort by ticket display order - just replicate how it works f...read more
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