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MBank
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Member since ‎Jan 27, 2022
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Maren Bank

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Activity

artash on December 10, 2020
Allow more contact tokens in Meeting Invite
Strangely Meeting Tool allows only to personalize the following 5 tokens. For one of our clients we would like to showcase the street address in the meeting invite. For other clients other properties can be relevant. What can be done to make read more
Reply Idea Meetings
25 upvotes
11 Replies
MBank
Member
September 22, 2022
Yes it would be great to add this feature, in our case there is not enough personalization.
sarahbaier27 on June 30, 2021
Include Text Editing, Snippets, Links in Workflow Task Editor
As it is, when you create a Task from the Tasks page you can edit the notes section, include links, snippets, and format the text. However, when you create a task from a Workflow the options to edit the Notes in the creator are limited to text inpu read more
Reply Idea Tasks Workflows
7 upvotes
4 Replies
MBank
Member
March 10, 2022
Absolutely agree too! It would be very helpful, if all service reps could use same formatting for creating task names and being able to use a snippe...read more
Honorable on January 10, 2021
Include files uploaded from forms in the attachment section of related contact
When a file is uploaded through a Hubspot form, include that file in the Attachments section (on the right side) of the contact record that completed the form, regardless of file type. This will save considerable time and effort when attempting read more
Reply Idea Contacts & Companies Forms
95 upvotes
30 Replies
MBank
Member
March 08, 2022
Hello everybody, we have the same issue with the hubspot form. All documents which were uploaded are seen by the first contact in the form. But i...read more
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