jaybaum

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Jay Baumgardner

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NicoleSengers on February 21, 2022

Set Association Labels On Records via a Workflow

I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event f read more

Reply Idea Contacts & Companies Workflows

451 upvotes

133 Replies

jaybaum

Member

March 22, 2023

@zeke - any chance we'll be able to view assocation labels in list/table view with this? Currently, we can only see the labels within a record itse...read more

BMcRae on March 22, 2023

Tasks: Clone, Assign to More than One User, Add Watchers, Tags

For the Tasks function, it would be helpful if the following were available which would make it easier to create and filter tasks. Option to clone a task from the Task list and Task Edit popup - currently, no clone feature - all task info has read more

Reply Idea Tasks

2 upvotes

2 Replies

jaybaum

Member

March 22, 2023

You've got my vote! Three more things to add to this... Ability to add a subtask. Advanced text formatting within the task description (strikethro...read more

BByler101 on March 21, 2023

File field type should function independently of a form

Hello Friends, I bring to your attention the fact that the File field type only functions as an actual File upload field IF you use it on a form. Within the CRM, it functions as single-line text. This is a significant limitation. Here are read more

Reply Idea Deals Sales Documents

8 upvotes

3 Replies

jaybaum

Member

March 21, 2023

Love this idea! We would even use it to upload a price list on a company record for our vendors, tax exemption certificates for customers, and even c...read more

jaybaum on March 21, 2023

Allow Offline Payments

It would be VERY useful to allow us to add offline payment methods on quotes or on a form. Currently, it appears you can only set as "no payment", "hubspot payments" or "Stripe". Really missing a custom option here. We have cases where our bill read more

Reply Idea Deals Payments Products and Quotes

2 upvotes

0 Reply

MJB1 on March 16, 2023

Change marketing contact status while having contact open

Can we please have the option to change a contact's marketing contact status with the contact's page open? Rather than just being able to do in list view.

Reply Idea Contacts & Companies

1 upvote

1 Reply

jaybaum

Member

March 20, 2023

Wish this was a default feature! However, I found a way to build this into our account. Create a contact property / dropdown that says "marketin...read more

jaybaum on March 15, 2023

Limit form properties to a specific quantity of uses

We utilize Wufoo for this, but would love to have this ability within HubSpot forms as we build a workflow from Wufoo to HubSpot via zapier anyway. We use a form for vendors who attend our events. Within, we ask them which booth they'd like. Wufoo d read more

Reply Idea Forms

0 upvote

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