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KWoodman
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Member since ‎Sep 24, 2021
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Katie Woodman

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Activity

melissachowning on October 02, 2023
Recurring Revenue Analytics Report
The Recurring Revenue Analytics default report is great but cannot be exported, which is a VERY common request for accounting teams who want data like this in excel for review or manipulation. This report needs an export to excel and export to PDF o read more
Reply Idea Analytics Tools
1 upvote
1 Reply
KWoodman
Member
October 31, 2023
Tagging onto this feedback item on the new Recurring Revenue Report... Many of deals my business logs wont use the 'line items' feature so the...read more
KWoodman on January 05, 2022
Default global font for CRM emails, Email responses to Service Hub Tickets and Notes
As a Service Hub User, being able to set Global or team Font settings to ensure emails sent to respond to Tickets align with our Corporate Brand Guidelines would be really useful! Currently, for any bespoke responses that my team do not have a e read more
Reply Idea Tickets
1 upvote
0 Reply
pundir on July 15, 2020
Formatted tables in email templates and snippets
Often the most important information we want to provide our customers resides in nicely formatted beautiful tables (we usually copy from Excel and paste into Gmail). Unfortunately, Hubspot email templates and snippets do now allow tables. Hence our read more
Reply Idea Connected Email Conversations Snippets & Templates
69 upvotes
31 Replies
KWoodman
Member
January 05, 2022
100% agree - to not be able to paste in a table of information into a response email sent from HubSpot is frustrating...
JoanneTapping on September 10, 2018
Enable Ticket ID to display in subject line of all email comms within a ticket
Whilst the Ticket system is useful, when you have 150-200 tickets in varying pipelines within ServiceHub can be confusing when searching for a particular ticket. It would be immensly valuable to include the Ticket ID to all subsequent emails fro read more
Reply Idea Tickets
193 upvotes
66 Replies
KWoodman
Member
January 05, 2022
We have received client feedback that the lack of Ticket ID in emailed replies from Support tickets is very confusing and this is generating red flag...read more
LHenrickson on January 22, 2021
Inserting Tables Into Notes and Comments
Currently, when creating a note for a ticket, or writing comments/replies in the Conversations tab, pasting data from a spreadsheet (like Excel) will insert it as plain text. While you can insert an Excel file as an attachment, it would be hugely he read more
Reply Idea Conversations Tickets
53 upvotes
14 Replies
KWoodman
Member
September 27, 2021
To add to this, being able to paste a Table into a Quick reply email from a ticket would be so helpful!
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