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JKrantz
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Member since ‎Sep 17, 2021
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    14
  • Upvotes Given
    102
  • Upvotes Received
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  • Ideas
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Jim Krantz

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BenWestie on July 24, 2020
Tag an entire team (@team)
It would be great to have the ability to tag an entire team within a note on a conversation or ticket. We have several people in our support team, a minimum of 1 person is covering tickets at all times, but we don't always know who this is, the abi read more
Reply Idea User Notifications
60 upvotes
23 Replies
JKrantz
Contributor
August 01, 2023
any movement on this one? seems like a nice win!
mslade on July 03, 2023
Attachments are impossible to navigate because they have not email or upload data. There should also
In the attachement section the information regarding attachements is not helpful. A truncated file name is all that is provided. It should show what source it links back to, what the date of upload is and provide sorting capabilities. There is a read more
Reply Idea Contacts & Companies
6 upvotes
2 Replies
JKrantz
Contributor
July 10, 2023
i would love to create multiple "attachment" sections as well to help organize..
CThame on July 05, 2023
Hide Pipelines that a user doesn't have access to
Need to hide from the pipeline dropdowns pipelines that the user does not have access to. This is for the web site as well as the outlook plug-in
Reply Idea Deals
7 upvotes
2 Replies
JKrantz
Contributor
July 10, 2023
this is a great idea... we have different teams and over 12 pipelines... it would be much cleaner and create a better experience if we had this..
GEiselt on December 14, 2021
Update property prompts for custom object pipeline stages
Just like in the Deal object, it'd be great if we could have the option to prompt users to check or fill in specific properties when they move a record to a specified pipeline stage in custom object pipelines.
Reply Idea Custom Objects
34 upvotes
22 Replies
JKrantz
Contributor
June 28, 2023
following as well!
HefziChalchi1 on March 15, 2023
Microsoft Sharepoint and Hubspot integration - Connection
Hello! I'm looking to connect Microsoft Sharepoint with Hubspot CRM. I've been looking for tutorials or some ideas, but until now, I haven't been able to get to anything concrete. Does anyone have succeeded in connecting an inventory withing read more
Reply Discussion
2 upvotes
7 Replies
JKrantz
Contributor
June 22, 2023
Hello @CFaulkner it looks like a webbook from Hubspot can be set up through power automate (in Power Automate you would set up "when an HTTP reques...read more
nicolerohrer on July 21, 2020
Add a "has attachment" filter for deals and companies for easier reporting/viewing
A few customers have requested a view in company and deal reports/filters of "has attachment" as a filter so they can look at records with attachments based on their process. In Activity Properties for engagements in Contact Lists, we can sort by At read more
Reply Idea Dashboards & Reports
104 upvotes
31 Replies
JKrantz
Contributor
June 13, 2023
+1! would be very helpful
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