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DaveParry
Participant | Elite Partner
Member since ‎Mar 22, 2022
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David Parry

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Activity

JasonTisdall on October 29, 2020
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
89 upvotes
61 Replies
Participant | Elite Partner
February 09, 2024
I appreciate that is a real frustration @LinzThompson , but I guess that's the point of the Starter. HubSpot are good at what they do - including of...read more
wcjameson on September 21, 2020
This has been crazy for a short while now. When a staff member has a task, they click on the deal it's related to. However, instead of taking them to the deal it will take them to the company and they have to search the deal. Is there an option read more
1 upvote
2 Replies
Participant | Elite Partner
January 04, 2024
If you associate with a company and a deal, no matter which order you do them in, then it always opens the company record rather than the deal record...read more
Solved
Ktamir on August 21, 2022
Hi, I remember seeing somewhere an update about the option to create a custom unique property. Is this correct?
0 upvote
2 Replies
Participant | Elite Partner
November 29, 2023
@karstenkoehler , Is it possible to have this behaviour adopt the new value and overwrite the old one? As I understand it, this prevents the n...read more
Solved
Juliaaa on July 25, 2023
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
Participant | Elite Partner
November 06, 2023
You can achieve this if you have Sales Ent and Ops Pro. Create a Custom Object for the data you want to report on, then have a scheduled workflow cre...read more
Solved
NHorne on February 01, 2021
Our clients purchase hourly packages for our consulting services e.g. 60 hrs/month. We have a property to capture this data (Monthly Hourly Block) which is initally set with the Sales team. However, our clients can and often do change their package read more
29 upvotes
9 Replies
Participant | Elite Partner
November 06, 2023
I implemented a solution to this for a client last week, using Custom Objects to record a property value weekly using a Scheduled Workflow, then repo...read more
JasonTisdall on October 29, 2020
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
89 upvotes
61 Replies
Participant | Elite Partner
February 09, 2024
I appreciate that is a real frustration @LinzThompson , but I guess that's the point of the Starter. HubSpot are good at what they do - including of...read more
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