DaveParry

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Contributor | Elite Partner

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David Parry

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Solved

Juliaaa on July 25, 2023

Creating a report on the change in history of a custom property

Hi Community, I would like to make a report that shows how a value of a custom property has changed over time. For example, I created a custom company property (type: number) called, "Registered Users". On the first day of each month, I upda read more

Reply Discussion Companies CRM Reports Workaround

7 upvotes

9 Replies

DaveParry

Contributor | Elite Partner

August 27, 2024

@WRowland9 - sounds interesting. Thanks for tagging me. I'll check it out.

JasonTisdall on October 29, 2020

Have a sequential deal number created each time a deal is created

This would essentially allow us to create a unique job number with each new deal. It would be so useful and would then be used as the root for a whole range of quotes and orders. There is a similar request here https://community.hubspot.com/t5/ read more

Reply Idea Deals

101 upvotes

68 Replies

DaveParry

Contributor | Elite Partner

August 15, 2024

What level of subscription do you have MasJan? Even at Starter you can use the API to do it. Contact me if you want a hand.

wesleybranue on January 18, 2023

Invoices with added functionality please.

We see that invoices are being associated to contacts automatically via the HubSpot Xero integration, however we would like to associate invoices with companies and deals also and to have a view of this association in both the invoices and when in a read more

Reply Idea Integrations

36 upvotes

12 Replies

DaveParry

Contributor | Elite Partner

July 15, 2024

SOLVED We have now cracked this problem for a client of ours. It involves some custom properties three workflows and then some API coding whi...read more

Solved

embite on August 17, 2022

Order of line items created by API

Hello, We are using the API and we have the following problem: When I create line items and associate these line items with a quote the order seems random. Is there a way to order these line items? I know that we can manually order th read more

Reply Discussion Deals

1 upvote

4 Replies

DaveParry

Contributor | Elite Partner

June 20, 2024

An answer has been found for this as explained in this thread : Basically there is a hubspot property for the order: hs_position_on_quo...read more

Solved

mathcee on May 26, 2020

How can I control the display order of line items on a deal?

I'm having trouble keeping the line items ordered on deals. Some of our deals have such a large number of line items that we'd like to keep them ordered in a way as to help our users. Originally I thought that If I controlled the association time I read more

Reply Discussion Deals

3 upvotes

10 Replies

DaveParry

Contributor | Elite Partner

June 20, 2024

An answer has been found for this as explained in this thread : Basically there is a hubspot property for the order: hs_position_on_quo...read more

Solved

embite on August 17, 2022

Order of line items created by API

Reply Discussion Deals

1 upvote