TErickson_OW

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Trish Erickson

IT Management and System Administrator with a love for creativity and spreadsheets.

Actividad

mfoldager en May 14, 2020

Ability to restrict permission to edit/delete other people's notes

In theory, anyone can make anybody say anything by editing their notes. It should be possible to restrict permissions to only edit own notes - despite the notes being added to a company you own. I am oftentimes leaving notes for my salespeople, Leer más

Responder Idea Account Settings

57 Me gusta

25 Respuestas

TErickson_OW

Participante

Marzo 06, 2024

We absolutely need this feature. I need the following Notes Abilities: -To make a Private Note that is not available to the Customer Portal on all ...Leer más

DReyes815 en Julio 12, 2022

Bulk remove association

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 Leer más

Responder Idea Contacts & Companies

131 Me gusta

21 Respuestas

TErickson_OW

Participante

Enero 29, 2024

Would really like to see this move up on the Roadmap. I find myself needing this as well today.

AHudson en May 07, 2021

Change color scheme of all reports - Even Hubspot curated ones

When using analytic tools, or default HS reports, you are unable to customize the color. Dashboards appear messy and disorganized when the scheme is not consistant. Perhaps being able to edit the color scheme for an entire dashboards reports would Leer más

Responder Idea Analytics Tools Dashboards & Reports Sales Reporting

56 Me gusta

19 Respuestas

TErickson_OW

Participante

Enero 29, 2024

Yes please! With the new Brand Colors update it is going to be tedious to go report by report to change colors.

AFitch en Diciembre 08, 2022

Contact Overview - Spend History Graph

Loving the new Contact Overview tab! My sales team would love to see a graph of deal spend over time for their customer so they can see trends at a glance.

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1 Respuestas

TErickson_OW

Participante

Abril 11, 2023

YES Please!!

SOzaydemir en Marzo 16, 2023

Ability to create a dashboard within the company view with charts

I would like to be able to create charts from an individual company's properties so that we can see the history for the change at a glance instead of having to go into details.

Responder Idea Dashboards & Reports

1 Me gusta

1 Respuestas

TErickson_OW

Participante

Abril 11, 2023

I am finding myself in need of this as well. Being able to Build a Dashboard that can be filtered by Company Name/Record and then displaying Reports ...Leer más

cweimert en Junio 18, 2021

Attach a Report to a Contact Record

It would be beneficial to have reports be tied directly to a contact record on the right hand section. Very similar to how you can view what workflows are tied to a customer. This would provide more insight to see what contacts are in which reports. Leer más

Responder Idea Contacts & Companies

3 Me gusta

4 Respuestas

TErickson_OW

Participante

Abril 11, 2023

Would love to see the ability to add charts and graphs to the Contact, Company, Deal and Custom Object Records. Even Tickets!

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