プロフィール

RBozeman
参加者
コミュニティー参加日： ‎12 30, 2021
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  • ベストアンサー数
    9
  • 件の返信
    106
  • いいね！した数
    2
  • いいね！獲得数
    83
  • ご意見・ご提案
    0

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Ryan Bozeman

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アクティビティ

03874 3月 18日, 2024
merging / managing duplicates is painstaking for admins.
So the merging tool is powerful - - but is missing features that would allow one to really optimize the process. 1. it would be powerful to filter the records based on a property. ie. Say I don't want to merge any contacts that are in lifecycle 続きを読む
返信 アイデア Contacts & Companies
0 いいね！
3 コメント
RBozeman
参加者
4月 23日, 2024
Hey @03874 , Excellent suggestions. Filtering in particular would be extremely helpful and seemingly not too difficult to implement. Also w...続きを読む
tmcginnis 4月 17日, 2024
Bulk Associate Records from The List View
From the index view on any object type, we can check boxes to select multiple records and a Bulk Actions menu appears: Please add the ability to "Bulk Associate" records to this menu. This should honor the association settings and 続きを読む
返信 アイデア Contacts & Companies Custom Objects Deals Tickets
6 いいね！
2 コメント
RBozeman
参加者
4月 22日, 2024
+1. This would be an awesome addition that would solve a lot of headaches for people. In the meantime, also wanted to share that Insycle can hel...続きを読む
BLucassen 4月 09日, 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 続きを読む
返信 アイデア Custom Objects Products and Quotes
1 いいね！
1 コメント
RBozeman
参加者
4月 16日, 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...続きを読む
HNewman 4月 09日, 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 続きを読む
返信 アイデア Contacts & Companies Deals Tickets
2 いいね！
2 コメント
RBozeman
参加者
4月 16日, 2024
Hey @HNewman , This would be awesome, +1 vote. Enforcing consistent labeling can be tough, for sure. People genuinely forget, and no one wa...続きを読む
RoosCompaijen 4月 03日, 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 続きを読む
返信 アイデア Tickets
21 いいね！
1 コメント
RBozeman
参加者
4月 16日, 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...続きを読む
解決済み
JGray30 7月 08日, 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 続きを読む
返信 ディスカッション Free
0 いいね！
2 コメント
RBozeman
参加者
3月 18日, 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...続きを読む
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