Profil

AThompson1
Participant
Membre depuis ‎déc. 15, 2021
  • Solutions
    0
  • Réponses
    1
  • Mentions J'aime ajoutées
    17
  • Mentions J'aime obtenues
    30
  • Idées
    3

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Angie Thompson

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Activité

AThompson1 le Janvier 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 Lire la suite
14 Mentions J'aime
1 Réponse
JRamsey7 le Août 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 Lire la suite
105 Mentions J'aime
32 Réponses
Participant
Novembre 01, 2023
Absolute must in reporting - things are getting really unorganized!
egp19 le 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 Lire la suite
265 Mentions J'aime
71 Réponses
Participant
Juin 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...Lire la suite
AThompson1 le Juin 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 Lire la suite
11 Mentions J'aime
7 Réponses
Résolues
AThompson1 le Avril 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 Lire la suite
0 Mention J'aime
2 Réponses
Résolues
AThompson1 le Mars 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 Lire la suite
0 Mention J'aime
3 Réponses
Participant
Mars 21, 2022
Thank you for the ideas - I will try one of these options.
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