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JoelWhitford
Participant | Elite Partner
(He/him)
Participant | Elite Partner
Member since ‎Jul 7, 2022
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  • Replies
    1
  • Upvotes Given
    65
  • Upvotes Received
    11
  • Ideas
    5

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Joel Whitford

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Activity

JoelWhitford on August 20, 2024
Add Conditional Options for HubSpot User Properties
Suggestion to add 'Conditional Options' to HubSpot User properties so that we can use the value selected in a controlling property to determine who from our total list of HubSpot users is eligible to be assigned to the deal. Simple Example. We h read more
Reply Idea Properties
1 upvote
2 Replies
JoelWhitford
Participant | Elite Partner
August 22, 2024
Thanks for the suggestion @Jim_from_Charik . We've done something similar as a workaround in the past. Yes, not perfect and does work. My su...read more
JoelWhitford on August 20, 2024
Add Conditional Options for HubSpot User Properties
Suggestion to add 'Conditional Options' to HubSpot User properties so that we can use the value selected in a controlling property to determine who from our total list of HubSpot users is eligible to be assigned to the deal. Simple Example. We h read more
Reply Idea Properties
1 upvote
2 Replies
JoelWhitford
Participant | Elite Partner
August 22, 2024
Thanks for the suggestion @Jim_from_Charik . We've done something similar as a workaround in the past. Yes, not perfect and does work. My su...read more
hidanya on August 09, 2023
Enable redirects for meetings URLS
Currently, HubSpot does not support redirects on meetings.hubspot.com URLS. HubSpot will serve an error if a redirect is attempted, and support has confirmed that this is not currently supported. There are many use cases in which a redirect wou read more
Reply Idea Meetings
24 upvotes
12 Replies
JoelWhitford
Participant | Elite Partner
May 16, 2024
Required here too! Much needed feature.
JimL on December 02, 2021
Views - Allow Super Admins the ability to edit and save any existing View, regardless of ownership
Would be nice for Super Admins to be able to edit and save any existing view, regardless of the owner/creator. You can only edit the views that are "Created by me". For example if one Super Admin creates a "default" view for users, and it needs read more
Reply Idea Users & Teams & Permissions
96 upvotes
41 Replies
JoelWhitford
Participant | Elite Partner
July 28, 2023
Big Supporter of the need to grant Super Admins access to editing another users views. It's great that we can delete them, though it would be so muc...read more
JoelWhitford on July 19, 2023
Allow Business Unit Filtering on Traffic Analytics Pages & Generated Reports
Any pre-made Analytics reports seem to show all portal data, with no opportunity to filter data between Business Units. In order to filter by Business Units and report on this accordingly, the only apparent option is to create custom reports where read more
Reply Idea Dashboards & Reports
0 upvote
0 Reply
brhellman on October 28, 2019
Doing math in workflows
It would be helpful if in your workflows you could do math. For example we have a workflow that creates a new deal in the renewal pipeline for every contract that is invoiced. For most of the contracts simply adding a due date of 365 days (1 year read more
Reply Idea Workflows
39 upvotes
10 Replies
JoelWhitford
Participant | Elite Partner
March 03, 2023
Personally I think that the criteria behind this needs to be stripped back - and the 'essence' of what is required here is merely just the option of ...read more
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