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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
    62
  • Upvotes Received
    10
  • Ideas
    4

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Joel Whitford

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Activity

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
78 upvotes
34 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
8 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
cpappas_auxin on January 03, 2018
Importing multiple email addresses for single contact
I am importing a CSV file with contacts that have multiple email addresses. Hubspot supports multiple email addresses in the "Email" field, which is wonderful, but the data cannot be imported this way. To import, I had to create multiple email pro read more
Reply Idea Contacts & Companies
315 upvotes
120 Replies
JoelWhitford
Participant | Elite Partner
February 23, 2023
At present, the only way to add 'Additional Email' addresses to a contact record is manually, via the Contact Record itself. Many contacts have mult...read more
Yunhui on June 24, 2019
New feature: Bulk Merge for Duplicates
Yas, we've got the feature of manage duplicates that's great. One thought is there's no way to bulk merge of contact and company duplicates, and you'll need to go through one by one manually. I'm wondering if there's a better way for us instead read more
Reply Idea Contacts & Companies
474 upvotes
167 Replies
JoelWhitford
Participant | Elite Partner
January 18, 2023
Another up-vote from me too. Adding - Bulk merge via an import would be amazing if this was possible. Spreadsheet with 2 columns, 'Record ID to k...read more
Jacob02 on April 01, 2021
Forms in Custom Report Builder
Hi there, As a HubSpot user, I would like to analyse forms and their submission in the custom report builder . This was already possible in beta, but was unfortunately removed again upon release. Unfortunately, @JoeMayall 's solution to thi read more
Reply Idea Analytics Tools Dashboards & Reports Forms Marketing Reporting
374 upvotes
91 Replies
JoelWhitford
Participant | Elite Partner
January 17, 2023
Up-Voting. Definitely important to show in reports.
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