PAtlan

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solutions
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Paul ATLAN

After working as an automobile engineer, a business consultant, a maths teacher, a stay at home dad, I'm in charge of transforming our small organization into a digital powerhouse.

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PAtlan

Contributor

January 24, 2025

Reply to Help with automated association of emails with 5 latest deals from a company.

Oh God. I had the French interface loaded, and they've translated "Emails" as "Email Tasks" .... Okay, so now I've got a clearer understanding of the...read more

PAtlan

Contributor

January 24, 2025

Reply to Help with automated association of emails with 5 latest deals from a company.

Yes, absolutely, and I've found it already. I already had set everything to No Association some time ago. But emails seem to continue being a...read more

Solved

PAtlan on January 24, 2025

Help with automated association of emails with 5 latest deals from a company.

I was fairly sure there were some discussions on the automatic association of activities and emails to the latest 5 deals of a company. I thought it was possible to suppress this behavior (which creates a lot of noise on our timelines) but I can't f read more

Reply Discussion Connected Email

0 upvote

4 Replies

PAtlan

Contributor

November 20, 2024

Reply to Customise Global Search Results Settings, including Properties showing in columns, order, length

@NazzMohammad , @AnnieRECIPE Customizing the search results would be great, as well as opening them in an actual view for further filtering. He...read more

PAtlan

Contributor

June 04, 2024

Reply to Capturing attachments

Hey @matthew-aire thanks for this. Unfortunately, it does seem that the check box is indeed checked: users can log attachments ... ALso, my apol...read more

Solved

PAtlan on June 04, 2024

Capturing attachments

It seems that when creating a deal from the Outlook HubSpot sidebar, the attachments from the email are not carried over into the deal, nor when simply associating and email with a contact. My problem is, even if the association is not automatic, read more

Reply Discussion Integrations

1 upvote

3 Replies

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