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BRainey
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Member since ‎Apr 27, 2022
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  • Upvotes Given
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Brett Rainey

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Activity

bkinnard on January 09, 2020
I could really use the ability to import tasks into the CRM and to create tasks to be recurring. This would allow our team manager to set up the tasks for projects that happen on a regular basis and monitor progress to make sure things don't get dr read more
21 upvotes
5 Replies
Member
July 15, 2024
I just bulk imported 462 tasks that were being tracked in excel. Everything worked great and simply except that I'm unable to set the repeat schedule...read more
BRainey on April 27, 2022
As a user, I want to be able to send a personalized email to my Hubspot contacts. If a contact record contains a nickname, then the personalized email should use the nickname. If a nickname does not exist, then use the contact first name. Redt read more
0 upvote
3 Replies
Member
January 11, 2024
My workaround is to have this automation in place. If the nickname field is blank, the first name value is copied into the nickname field. This allow...read more
BRainey on September 19, 2023
My team spends all their time in Tickets, using the List view. However, every day when we log in Tickets show the Board view. Please create a user level preference setting so users can select whether they want Tickets to start in List vi read more
1 upvote
0 Reply
DReyes815 on July 12, 2022
Hello! I would love to have the option to bulk remove associations. For example, let's say that some contacts were accidentally bulk associated to the Company A but I wanted them to be in Company B. What I can do is bulk associate the contacts read more
193 upvotes
28 Replies
Member
February 28, 2023
Agreed. We have tickets autocreated when a docusigned agreement is completed. Every ticket then has DocuSign as the primary company and contact. This...read more
BRainey on February 13, 2023
Exports from report on Tasks should include the field text name, not the database key. The Reminder field should show date and time, not a UNIX value in milliseconds that requires a formula to interprest
0 upvote
0 Reply
rakeshm on December 01, 2017
I think there should be an option to bulk export the sales email templates. At the moment, the only way to save Sales templates is to manually copy the content of each template, as there is no way to export them and it consumes a lot of time. read more
174 upvotes
42 Replies
Member
June 21, 2022
We have over 1500 templates in use. We need to determine which templates reference an email distribution list that is being retired as well as conta...read more
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