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Robertsantos
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Member since ‎Apr 8, 2022
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Robertsantos on May 13, 2022
contacts are being assigned automatically on first send of the first email how do i disable this option and not auto-assign? Exemple source atribuition: help me please!!!
0 upvote
1 Reply
Community Manager
May 13, 2022 12:48
Hi @Robertsantos , I would like to share this idea here and this conversation that provide more details on how you can stop this. I also...read more
Robertsantos on May 09, 2022
I'm having problems with the sidebars, I put some properties for some teams and other properties for other teams. In other words, each team will have the visualization of the default properties in the sidebar. But some users are seeing the propert read more
0 upvote
1 Reply
Community Manager
May 10, 2022 10:39
Hi @Robertsantos , Thanks for reaching out to the Community! I wanted to refer you to this similar thread and this thread where @k...read more
Mmccarthy on February 27, 2020
I would like the ability to filter a dashboard by ANY field. Right now the only options are: Date, Owner, Teams, Deal / Ticket Pipeline. We want to filter by a custom field called Products, or antoher called Type.
115 upvotes
34 Replies
Participant
May 13, 2022 07:51
This would ineed be very handy. As an example we do a lot of pipeline reporting and we need a deal stage filter
rlynn90 on August 20, 2021
We need to have the functionality for custom reports to be overriden by the dashboard-wide filtering settings. For example, we have many reports that were built using the custom report builder (with filtering set for "contact owner is any of Me" tha read more
12 upvotes
4 Replies
Contributor
May 06, 2022 05:53
Yes, please! It's pointless to have the filter if half of my reports won't work for it.
Solved
Robertsantos on May 05, 2022
How do I add other filters to filter all reports?
0 upvote
1 Reply
Hall of Famer | Partner
May 05, 2022 21:19
Hi @Robertsantos , Dashboard filters are limited to what you see in the dropdown of your screenshot. For additional filters, you would have to...read more
Solved
Robertsantos on April 19, 2022
Is there any way to track users' activities on hubspot? An example: A super admin user made a change to a sidebar without permission. where can I find the activity log of the user who made this change? and is there any way via api to make this q read more
0 upvote
1 Reply
Hall of Famer | Partner
April 19, 2022 11:44
Hi @Robertsantos , This is not possible, except for logs kept by certain tools ( workflow edit history , property value history etc). For an...read more
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