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MSala7
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Member since ‎May 4, 2022
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Marjolaine Sala

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kelseyhamon on February 02, 2023
Table reports rendering multiple rows for multiple select field values - Why though??
Data from multiple select fields that have multiple values selected are showing up as individual rows for each value in HubSpot reports. For example: a deal with 3 products selected from a multiple select field, is listed 3 times, once for e read more
Reply Idea Dashboards & Reports
18 upvotes
4 Replies
MSala7
Member
April 27, 2023
It's a very basic feature: I would like to display the number of our "unique" clients (even if we have several deals for each one) and it seems impos...read more
KaraBarnes on October 13, 2021
Create associations between the same object (company to company, contact to contact, deal to deal)
Hi It would be fantastic to extend the new Associations feature to cover same-type object associations. This is so we can map out associations between companies e.g. competitors, customers, partners and so on. In our context this helps us ea read more
Reply Idea Contacts & Companies Custom Objects Deals
178 upvotes
69 Replies
MSala7
Member
January 10, 2023
Hello. I also need to associate a deal to another one : in our business, we usually sell a deployment program after a pilot, and I need to link a d...read more
shiling on March 06, 2019
Configure quote number format
Currently the quote number is formatted as #yyyymmdd-xxxxxxxx, wherexxxxxxxx are random non-sequential numbers. I'd like to be able to configure how the quote number is formatted and generated, e.g. QU-xxxxxx, where xxxxxx is a sequential number. read more
Reply Idea Deals
221 upvotes
104 Replies
MSala7
Member
September 19, 2022
Looking forward too! Much needed
MSala7 on August 25, 2022
[Idée] Objectifs et prévisions au quadrimestre
Bonjour, Nos objectifs sont fixés au quadrimestre (tous les 4 mois), j'aimerais donc définir la période de prévisions et d'objectis à 4 mois, mais seules 2 options dans la page de configuration : mensuel et trimestriel. Est-ce prévu dans la read more
Reply Idea Analytics Tools
0 upvote
0 Reply
NilsK on January 02, 2020
Automatic adding of TAX (VAT) when creating quotes
We use a specific tax % on every quote so it should be possible to set a standard and e.g. add a 19% tax on every quote created automatically. Benefits: Saves times Avoid mistakes
Reply Idea Products & Quotes
501 upvotes
182 Replies
MSala7
Member
August 25, 2022
I am also very interested by a default tax tax settings for all quotes. Any update from the Hubspot team ?
MMT on September 30, 2020
QUOTES - Default settings for all quotes (terms, tax settings, expiry of quotes)
MOST CRM platforms that integrate with Finance systems, or systems that are able to generate QUOTES, will allow for preconfigured settings for all quotes, company wide. Feature request Terms and conditions - allowing our company terms and read more
Reply Idea Products and Quotes
83 upvotes
22 Replies
MSala7
Member
August 25, 2022
I am also very interested by a default tax tax settings for all quotes. Any update by the Hubspot team ?
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