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PMoen
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Member since ‎Feb 5, 2022
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Phil Moen

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Activity

JBudd on September 23, 2021
When we enter the name of a company in HubSpot, we use upper and/or lowercase letters, as per the client's details. For example: If a company uses "VISA" in their documentation, rather than "Visa", then we enter "VISA". Unfortunately, when creati read more
79 upvotes
24 Replies
Participant
March 20, 2024
This looks so unprofessional. We cannot deliver reports to partners and customers because it looks so bad!
JMaylandOlsen on April 20, 2022
Currently it is possible to type in a yearly goal in the goals module, past or present years. But even though an account it set up with a fiscal year that does not align with the calendar year, Hubspot insist that "yearly goals" = calendar year. read more
66 upvotes
22 Replies
Participant
September 29, 2022
The way that HubSpot currently works makes this function completely unuseable for companies with a Fiscal Year like we have.
JessicaReed on September 23, 2019
I am wondering if there is a way to upload the 'attachments' on a contacts page to be in folders instead of just uploading into a bit of an unorganised mess. If that makes sense. For example with recruitment purposes, if we could create a 'C read more
189 upvotes
101 Replies
Participant
June 28, 2022
This most certainly should be a roadmapped item. The attachment section might be good for tiny companies with tiny customers and interactions, but if...read more
Beka on January 28, 2020
Previously in reports on dashboards, when you drilled down to a table view you could control the order in which the fields appeared by rearranging them in the data section of the editor. Now, you are not able to control this feature and there ar read more
Participant
April 15, 2022
I too am experiencing the problem of unwanted columns and not being ale to change the order (right to left) in which they appear. This is VERY frustr...read more
on February 28, 2017
Is it possible to nest custom properties? something along the lines of. property: "collection_of_boolean_properties" value: { [ { property: "prop1", value: true }, { property: "prop2", value: false } read more
0 upvote
4 Replies
Participant
February 05, 2022
The groups do not work for nesting. Nesting suggests that an attribute has further attributes. Grouping only groups, causing you to do this for namin...read more
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