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CHansen7
Colaborador(a) | Parceiro Diamante
Colaborador(a) | Parceiro Diamante
Membro desde ‎abr 7, 2022
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  • Avaliações positivas recebidas
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Carson Hansen

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CHansen7 on Outubro 08, 2024
Function, Formula, and Operator Parity Across Calculated Properties, Datasets, and Format Data
It is extremely helpful to build custom formulas/functions in HubSpot. These formulas can sometimes replace workflows and allow for quicker processes and more advanced systems. However, the formulas/functions and operators in datasets, calcula Leia mais
Responder Idéia Dashboards & Reports Properties Workflows
0 avaliações positivas
0 Respostas
CHansen7 on Outubro 08, 2024
Feature Parity for Single-object and Custom Reports
The custom report builder has many powerful tools, such as gauge and combination reports, the ability for "or" logic in filters and report calculations, additional data sources, and much more. The single-object report tool lacks these features Leia mais
Responder Idéia Dashboards & Reports
0 avaliações positivas
0 Respostas
TGeurts on Outubro 13, 2023
Allow custom reports in the Customize the record middle column (BETA)
I am struggling with the fact that we can only use single object reports in the middle column. Shouldn't be too big of a deal to add custom reports in here as well right?
Responder Idéia Dashboards & Reports
15 avaliações positivas
1 Respostas
CHansen7
Colaborador(a) | Parceiro Diamante
Outubro 08, 2024
This would be extremely helpful. With custom reports, potential multi-object associations could be tricky to display correctly in middle columns due ...Leia mais
YiRui_Chua on Setembro 30, 2021
Ability to set default portal when logging in
Hi team, Currently, when we log in, if we have mutliple accounts, the default portal is not the one that we "pinned". It would be great if we can make the default portal equal to the account that we pinned; would be really helpful especially if we Leia mais
Responder Idéia Account Settings
88 avaliações positivas
46 Respostas
CHansen7
Colaborador(a) | Parceiro Diamante
Setembro 30, 2024
This is a must! This would be extremely helpful for solutions partners and marking agencies who are often in many HubSpot portals.
CHansen7 on Setembro 24, 2024
Additional Partner Object Properties
The Partner Clients Object has been a game changer for us as a solutions partner. We have valuable access to our client's usage of HubSpot and account info. Additional properties that would help us as partners would be; HubSpot Renewal Dat Leia mais
Responder Idéia Partner Tools Properties
0 avaliações positivas
0 Respostas
CHansen7 on Setembro 24, 2024
Additional Object Associations for Partner Clients Object
The Partner Clients Object has been a game changer for us as a solutions partner. We have valuable access to our client's usage of HubSpot and account info. Out of the box, the Partner Client object is associated with the company object, and w Leia mais
Responder Idéia Partner Tools
0 avaliações positivas
0 Respostas
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