TErickson_OW

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Trish Erickson

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

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mfoldager on Maio 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, Leia mais

Responder Idéia Account Settings

57 avaliações positivas

25 Respostas

TErickson_OW

Participante

Março 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 ...Leia mais

DReyes815 on Julho 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 Leia mais

Responder Idéia Contacts & Companies

131 avaliações positivas

21 Respostas

TErickson_OW

Participante

Janeiro 29, 2024

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

AHudson on Maio 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 Leia mais

Responder Idéia Analytics Tools Dashboards & Reports Sales Reporting

56 avaliações positivas

19 Respostas

TErickson_OW

Participante

Janeiro 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 on Dezembro 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.

Responder Idéia

1 avaliações positivas

1 Respostas

TErickson_OW

Participante

Abril 11, 2023

YES Please!!

SOzaydemir on Março 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 Idéia Dashboards & Reports

1 avaliações positivas

1 Respostas

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 ...Leia mais

cweimert on Junho 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. Leia mais

Responder Idéia Contacts & Companies

3 avaliações positivas

4 Respostas

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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