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RyC
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Ryan Crandall

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dbrown1 en Julio 25, 2019
Edit Automatic Association
It seems that for any Company that Tickets, Deals, Emails, are automatically associated with one another. This makes it difficult for our sales, service or billing teams working out of HubSpot to easily interact with our customers. For example, Leer más
Responder Idea Contacts & Companies
121 Me gusta
30 Respuestas
RyC
Miembro
Julio 20, 2023
This really needs to be fixed. Like another user said, it's turning our system to junk. Our issue is with Tasks. We have companies (referral p...Leer más
tmcginnis en Junio 08, 2022
Default Task Associations
Please make it so we can change the default Task association feature. Currently, no matter where a task is created (Company, Deal, Contact or Ticket Record), it automatically associates the task with all of those objects and the 5 most recent Leer más
Responder Idea Tasks
6 Me gusta
4 Respuestas
RyC
Miembro
Julio 20, 2023
Really need this. I don't want a task created in a Deal to be associated with a related Company. We should be able to manage these defaults.
JeremyHong en Agosto 07, 2020
"Time Between" calculated properties: provide exact number of days or allow us to choose D/M/Y
For calculated properties that calculate Time Between Dates, it would be awesome if we could select the output metric (days/months/years) based on how precise we need the property to be. Currently, it appears HubSpot will display the exact nu Leer más
Responder Idea Deals
167 Me gusta
33 Respuestas
RyC
Miembro
Julio 07, 2023
Really, really need this. Rounding decimal points and selecting desired duration units (days, weeks, months) on reports should absolutely be a built...Leer más
Himation en Julio 01, 2019
Bulk Edit Associated Company Property
It should be possible to bulk edit the associated company property for multiple contacts. At the moment, you need to change this one-by-one, which is unnecessarily tedious.
Responder Idea Contacts & Companies
151 Me gusta
39 Respuestas
RyC
Miembro
Julio 06, 2023
Really need this! I've got thousands of Tasks that I would like to disassociate from Companies, and the only way I'm seeing to do this is a manual e...Leer más
rgriss en Agosto 16, 2021
Add "quote link" token in automated email tool
We recently upgraded to sales enterprise. We are using a quote-based workflow. We want to build several notifications: for example, when a deal reaches a stage called "complete", but the customer has not yet paid their invoice, we want to send a r Leer más
Responder Idea Products and Quotes
39 Me gusta
14 Respuestas
RyC
Miembro
Septiembre 20, 2022
Please add this feature. I tried the using the personalization tokens in a marketing email as suggested by @eterobby but couldn't get the correct...Leer más
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