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DWohlers
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Member since ‎Feb 23, 2022
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  • Upvotes Given
    27
  • Upvotes Received
    8
  • Ideas
    3

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Derek Wohlers

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Activity

JRoberts3 on January 06, 2022
The Propose Meeting Times by Email function is limited to just 4 durations of 15,30,45, & 60 minutes. There should be an option to add a custom meeting duration as in person meetings are often a longer duration than 60 minutes. I see the bi read more
9 upvotes
3 Replies
Member
February 06, 2023
Yes, more times should be availble. Often my team will schedule 1.5 and 2 hour working session meetings, but are unable to use this feature to do so...read more
DWohlers on October 26, 2022
It would be of HUGE value to have the ability to add a checklist on a service ticket. I have several use cases: 1. We utilize service tickets to track our product implementations. Because there are way to many steps in our process to have them read more
0 upvote
0 Reply
DWohlers on October 24, 2022
We would love the ability to have a setting where, when a Service Ticket has been set to a status of "Closed", if an email reply comes on the conversation associated with the ticket, a new ticket is opened, and it has an association to the closed ti read more
5 upvotes
0 Reply
DWohlers on October 24, 2022
We strongly require the ability to turn off the automatic association of Outlook emails to objects associated with the contact in HubSpot. Ideally, we want to be able to log emails form Outlook to the contact record only, then we manually assoc read more
3 upvotes
0 Reply
LHenrickson on January 22, 2021
Currently, when creating a note for a ticket, or writing comments/replies in the Conversations tab, pasting data from a spreadsheet (like Excel) will insert it as plain text. While you can insert an Excel file as an attachment, it would be hugely he read more
44 upvotes
9 Replies
Member
September 27, 2022
This would be huge. We use service tickets to track our implementations. We can't have a status for every item that is done (would be WAY too many)...read more
H4ST3Y on August 19, 2020
This seems like a very basic feature that I'm surprised hasn't been incorporated already, unless I'm missing something. I am looking for a way to add an OR operator between filter properties, say: City = New York OR State = New Jersey. read more
134 upvotes
36 Replies
Member
July 11, 2022
For us, this is a must add. This ability to section off based off "or" critieria between object fields is very important for identifying opportuniti...read more
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