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Angie Thompson

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AThompson1 on Januar 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 Beitrag ansehen
JRamsey7 on August 20, 2022
How does this not exist? There are folders to organize workflows, but not reports or dashboards. This is a major oversight. I have found numerous discussions here and elswhere with many other folx interested in this feature. Can we please Beitrag ansehen
32 Antworten
November 01, 2023
Absolute must in reporting - things are getting really unorganized!
egp19 on Mai 29, 2020
Now that we can create custom properties for Products, can we enable calculated properties for Products? Without this basic feature, our products have quantitative properties that we have to manually calculate before adding to HubSpot. This creates Beitrag ansehen
70 Antworten
Juni 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...Beitrag ansehen
AThompson1 on Juni 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 Beitrag ansehen
7 Antworten
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 Beitrag ansehen
AThompson1 on März 18, 2022
Is there a way to have properties appear dynamically in the Deal when certain properties are filled out? example: A single deal could have multiple quotes and multiple shipping locations. I created a section in the Deals titled "Order Informat Beitrag ansehen
3 Antworten
März 21, 2022
Thank you for the ideas - I will try one of these options.
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