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jaybaum
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Membre depuis ‎avr. 12, 2022
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  • Mentions J'aime obtenues
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Jay Baumgardner

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Mike_Eastwood le Octobre 31, 2022
Increase the number of Association Labels
Association Labels are really helpful – the ability to Associate Objects (e.g Contact to Company) with an Association Label (e.g. Accountant) is super helpful. As a HubSpot Partner we recommend most of our clients use association labels to mak Lire la suite
Répondre Idée Contacts & Companies
24 Mentions J'aime
6 Réponses
jaybaum
Membre
Juin 07, 2023
This seems silly to limit at 10. Why is there a limit to begin with?
HBruce le Août 19, 2022
Create a New Contact whilst Creating New Deal!
We find our Sales Team creating a New Deal, then often realising that the Contact isn't yet on our databse. So they have to cancel the creation, to set up a new contact, then go back to create a new Deal. It would be extremely benifical if we we Lire la suite
Répondre Idée Contacts & Companies Deals
5 Mentions J'aime
2 Réponses
jaybaum
Membre
Avril 13, 2023
Love this idea! We certainly have a use for this.
jaybaum le Mars 29, 2023
Set the phone / "make a phone call" activity button as a hyperlink if HubSpot calling is not enabled
It would be amazing to set the phone / "make a phone call" activity button as a hyperlink to the contact or companie's phone number if HubSpot calling is not enabled. We're not using HubSpot calling or an integration. Rather, our reps click the Lire la suite
Répondre Idée Contacts & Companies
0 Mention J'aime
0 Réponse
DBola le Mars 27, 2023
Form Submissions Tab in Contact Card!
One of the things we use the most in Hub is Form Submissions. Sifting through all the submission in the form section or going through the contact card to find the form we are looking for is tedious. And as I recently learned, yes we can filter it bu Lire la suite
Répondre Idée Contacts & Companies
2 Mentions J'aime
1 Réponse
jaybaum
Membre
Mars 27, 2023
Ummm... this would be AMAZING! You've got my vote.
NicoleSengers le Février 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 Lire la suite
Répondre Idée Contacts & Companies Workflows
541 Mentions J'aime
168 Réponses
jaybaum
Membre
Mars 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...Lire la suite
BMcRae le Mars 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 Lire la suite
Répondre Idée Tasks
5 Mentions J'aime
3 Réponses
jaybaum
Membre
Mars 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...Lire la suite
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