KiloWhiskeyJ

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Activity

andrewprecisely on February 12, 2021

Chrome browser tabs named the same as Hubspot report dashboard name

I have at least 3 dashboards showing my reports but the various chrome tabs open only read as 'Reports dashboard'. - Not extremely helpful when you have numerous tabs open from the reports dashboard. Is it possible to sync the chrome tabs to sh read more

Reply Idea Dashboards & Reports

3 upvotes

1 Reply

KiloWhiskeyJ

Member

June 28, 2023

I'm surprised that this idea hasn't received more upvotes than it has already! I'm constantly frustrated by searching through countless browser t...read more

KDowden on December 07, 2022

Set permission to allow/ disallow merging records

It would be good to be able to choose which users can merge records. i.e. we may want someone to be able to edit records but not have the ability to merge them. This could avoid accidental merges by the wider user group.

Reply Idea Users & Teams & Permissions

8 upvotes

1 Reply

KiloWhiskeyJ

Member

June 19, 2023

@KDowden Please consider following and upvoting this idea , which covers exactly the issue you're reporting. It already has 50+ upvotes, so let's ...read more

MZimo on June 16, 2023

Prevent contact records from merging

I'd like it if we could set up a way to prevent two contact records from being merged. Sort of like you can't merge two company records if one is a parent company of the other, there should be a similar type of way to say that two records may look t read more

Reply Idea Contacts & Companies Properties Users & Teams & Permissions Workflows

26 upvotes

6 Replies

KiloWhiskeyJ

Member

June 19, 2023

@MZimo @JOpie Please consider following and upvoting this idea , which covers exactly the issue you're reporting. It already has 50+ upvotes, so...read more

KNickolay on May 18, 2023

Restricting Merge Permissions

Hello! Our company is in need of restricting merge permissions based on the object type. For example, we cannot have users merge companies, but they can merge deals (for example of different object types). We know that we can limit this by read more

Reply Idea Account Settings

17 upvotes

4 Replies

KiloWhiskeyJ

Member

June 19, 2023

@KNickolay @EHanratty Please consider following and upvoting this idea , which covers exactly the issue you're reporting. It already has 50+ upv...read more

jcj87 on February 04, 2020

Merge contacts permissions

AS admin in companies with more than 50 users, we should be able to manage permissions to merge contacts since it implies "manipulating" the database by anyone who can edit contacts even if he is not aware of the impact merges could have.

Reply Idea Contacts CRM Permissions

231 upvotes

109 Replies

KiloWhiskeyJ

Member

June 19, 2023

I'm joining the growing number of voices here chiming in. It's absolutely astounding that something as fundamental as being able to enable/disable me...read more

Amy_Brierley on May 13, 2022

Account Access - Create and edit customized quote templates

I would love to give sales managers access to create templates for their team, however i don't want to give them super admin permissions for our whole account! Please amend the permissions functionality to allow this.

Reply Idea Users & Teams & Permissions

71 upvotes

24 Replies

KiloWhiskeyJ

Member

February 08, 2023

@TSavage Totally agree! Please consider following upvoting and replying to this Idea , as it's exactly the same as this one but has more upvotes. ...read more

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