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RBozeman
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Mitglied seit ‎Dez 30, 2021
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Ryan Bozeman

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BLucassen on April 09, 2024
Associate proposal/quote docs to other objects, besides deals
We created a custom object for our partners. This way we can associate the partner object to all deals that have been referred by that specific partner. From this we can create reports on commission, and see a clear distinction between the deal and Beitrag ansehen
Antworten Idee Custom Objects Products and Quotes
1 Likes
1 Antwort
RBozeman
Teilnehmer/-in
April 16, 2024
Hey @BLucassen , The workaround that you mentioned is the only way that I can think to get this done using the standard UI, but it's a little h...Beitrag ansehen
HNewman on April 09, 2024
Add association labels on object creation form
With the recent expansion of associations in HubSpot (same object association, many-to-one associations, association labels, etc) it would be great if we could allow for a set association with an association label when creating an object. This w Beitrag ansehen
Antworten Idee Contacts & Companies Deals Tickets
2 Likes
1 Antwort
RBozeman
Teilnehmer/-in
April 16, 2024
Hey @HNewman , This would be awesome, +1 vote. Enforcing consistent labeling can be tough, for sure. People genuinely forget, and no one wa...Beitrag ansehen
RoosCompaijen on April 03, 2024
Change ticket owner in bulk in Helpdesk
It is very much needed to have the possibility to edit the ticket owner in the Helpdesk in bulk. For example if an employee leaves the company and open tickets should be handed over the another colleague. Or if open unassigned tickets need Beitrag ansehen
Antworten Idee Tickets
21 Likes
1 Antwort
RBozeman
Teilnehmer/-in
April 16, 2024
Hi @RoosCompaijen , I don't believe there is a way to do this through the UI currently, but I know a lot of companies have this issue when peopl...Beitrag ansehen
Gelöst
JGray30 on Juli 08, 2023
Contact - phone Number Format
Is it possible to change the format of a field in one go. I have 650 contacts and the format is not displaying as phone number. Some are and some are not. Most of the 650 contacts does not display as Phone Number Format United Kingdom. How can I Beitrag ansehen
Antworten Diskussion Free
0 Likes
2 Antworten
RBozeman
Teilnehmer/-in
März 18, 2024
Hey @JGray30 , Yes the most common way is to use an Excel file, manual update the phone numbers, then re-upload it. Remember that you will likel...Beitrag ansehen
AKemple on März 15, 2024
Creating a deal and adding association via form/workflow
Our business collects part of our business through partners who refer clients. Currently, they are submitting a form that in turn takes the form info and turns it into a deal. Since each form is specific to the partner, it also fills out the partner Beitrag ansehen
Antworten Idee Workflows
0 Likes
1 Antwort
RBozeman
Teilnehmer/-in
März 18, 2024
Hi @AKemple , Currently there is no way to set associations and association labels via workflow. But this is definitely a highly requested featu...Beitrag ansehen
Gelöst
SOblak on März 13, 2024
Relating Contacts
Is there a way to group or associate contacts with other contacts? We have some large accounts and collect information through the sales process about other team members and decision-makers - legal, technology, business group heads - and it would be Beitrag ansehen
Antworten Diskussion Contacts
0 Likes
3 Antworten
RBozeman
Teilnehmer/-in
März 18, 2024
Hey @SOblak , Yes, recently HubSpot launched their same-object association features. And as @karstenkoehler said, you can use association labe...Beitrag ansehen
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