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DMcCaskill
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Member since ‎Jul 5, 2022
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Donald McCaskill

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MMahmoud70 on October 13, 2022
Export Line Items
Hi there, I would like to export the entire list of our Line Items Record ID and a custom property. I can tell there is no option to export Line Items for time being. However, I tried exporting them via Reports. But, the reports doesn't show Record read more
Reply Discussion CRM Deals Professional
3 upvotes
5 Replies
DMcCaskill
Participant
November 01, 2023
The link for the tool no longer is active - goes to a "That page is nowhere to be found" error.
louischausse on May 05, 2022
Add the ability to hide fields in custom feedback surveys
That would be super useful to prepopulate some values that we don't want the user to populate manually or to create associations (i.e. a ticket ID pass through a URL parameter)
Reply Idea Feedback Surveys
48 upvotes
4 Replies
DMcCaskill
Participant
September 19, 2023
I either need to have a way to add query strings or UTM parameters to a feedback survey as a hidden field, or add feedback survey question types into...read more
FMaher on January 22, 2023
Fix user permission report/export to reflect actual permissions.
Currently I need to maintain a spreadsheet separately to HubSpot that contains a list of all HubSpot users, and the user permissions they do and don't have. This is because the existing 'export' of user permissions is woefully inadequate. The report read more
Reply Idea
2 upvotes
2 Replies
DMcCaskill
Participant
May 03, 2023
We have a complex permission schema to support data privacy segregation across teams. Having the ability to report on the permission sets created, ...read more
bcarter on November 19, 2019
Ticket search to include email content
Currently the search function for tickets only displayes results based on the name of a ticket. Quite often when searching for a ticket/email the title is not known, which leads to frustration. The solution I have found is to search via contact in read more
Reply Idea Tickets
99 upvotes
29 Replies
DMcCaskill
Participant
October 04, 2022
Would love to be able to search on associated contact info to the ticket as well!
jenniferlim on January 25, 2019
Prevent certain Sales users from editing Products
Currently, any user who has a Sales Pro seat is able to edit Products regardless of what permissions they have. I'd like to have more granular permissions for this, as I don't want my users mistakenly editing products.
Reply Idea Products & Quotes
76 upvotes
26 Replies
DMcCaskill
Participant
October 03, 2022
Adding on to the above ideas - Need a way to limit visibility of line items or folders in the product library by team or user.
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