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AThompson1
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Member since ‎Dec 15, 2021
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  • Upvotes Given
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  • Upvotes Received
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  • Ideas
    3

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Angie Thompson

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AThompson1 on January 08, 2024
With all the updates to reports it would be nice to be able to do more advanced formatting! For example being able to adjust column widths and wrap text would be a game changer for our clients. There are serveral reports/dashboards that need to be read more
29 upvotes
11 Replies
Participant
November 01, 2023
Absolute must in reporting - things are getting really unorganized!
Participant
June 13, 2023
@ethankopit is there any updates on where this is at in the 'planning' stage? This is a very important featured needed by several of our HubSpot c...read more
AThompson1 on June 02, 2023
I would like to recommend the ability to use a single-item text fields directly into the line item without having to 'edit' the specific line item (currently only number fields have the option). We have clients that would like to add notes to speci read more
12 upvotes
7 Replies
Solved
AThompson1 on April 19, 2022
It is common that our client will make multiple quotes for one deal. I need to be able to identify which one is approved/sold and then create a workflow (to process the sale via their internal system). It is also necessary to keep any declined quo read more
Participant
March 21, 2022
Thank you for the ideas - I will try one of these options.
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