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CP22
Member | Diamond Partner
Member | Diamond Partner
Member since ‎Oct 17, 2021
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Cindy Paradiso

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CP22 on July 25, 2024
Help Desk
It would be extremely helpful if customer service reps could access playbooks right from Help Desk. Currently, they must open the ticket record and access playbooks that way. Additionally, I know there is already some posts on this, but Help read more
Reply Idea Playbooks
1 upvote
0 Reply
CP22 on June 27, 2024
Ability to reorder associated record cards of the same object in the right side of a record
The Association Sidebar cards order the associations by the associated object's ID (highest ID first). In practice, this generally means that the newest objects will be at the top of the list, regardless of when the association was created. So if y read more
Reply Idea Contacts & Companies Custom Objects
2 upvotes
0 Reply
CP22 on February 05, 2024
Cross-object Conditional Property Logic
It would be great to be able to require other object properties to be filled out with the Conditional Property Logic feature, especially in Conditional Stage Properties. For example, often when a deal moves to another stage, we want to update read more
Reply Idea Properties
11 upvotes
2 Replies
LeonardoDVinci on October 17, 2023
Forms | Complex Conditions affecting multiple fields with the same conditional fields
Here is our scenario and we are not limiting this to this application: We handle dual citizens and we would like to know if they have one or both NIN(UK) and SSN/TIN. We have 2 nationality fields by default, we would like to set it up so that wh read more
Reply Idea Forms
2 upvotes
1 Reply
CP22
Member | Diamond Partner
November 20, 2023
I agree, the ability to have a branching action (similar to workflows) would be useful in several similar use cases. In general, there needs to be ...read more
CP22 on October 04, 2023
Exporting options
When you want to export data on different objects, you currently have the option to export Only properties in the view, OR All properties on records It would be great if you could have the option to choose by Property Group as well. If the read more
Reply Idea Imports & Exports
0 upvote
0 Reply
KPruett on April 14, 2022
Expand on Custom Object deduplication
Currently, custom objects can only utilize the object ID property for deduplication, which is very limiting. It would be far more efficient if custom objects could use other property types for deduplication- like we see with native HubSpot contacts/ read more
Reply Idea Custom Objects
3 upvotes
1 Reply
CP22
Member | Diamond Partner
September 28, 2023
We definitely need this other deduplication property other than object ID. We have a lot of clients that use custom objects with serial numbers. It w...read more
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