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jjones41
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Member since ‎Aug 22, 2022
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  • Upvotes Given
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Activity

leekelvin92 on March 23, 2021
Upcoming > Sequence Activity only shows in Contact. It would be ideal to also show in company + deal
I primarily work with companies and deals. Typically, there is only one contact for each company and sometimes it's not addressed to a specific person. Therefore, we don't use the contacts feature so often. When enrolled in a sequence, the upco read more
Reply Idea Sequences
17 upvotes
9 Replies
jjones41
Contributor
November 11, 2024
+1 on this. I thought this would be addressed in the Configure Activity Association Defaults feature release, but it doesn't appear so.
JRivette on June 13, 2024
Ticket Pipeline - Historical (snapshot) volume by status report
Hi, We are trying to determine how a ticket pipeline is solving over time. We have similar reports which are inbuilt HubSpot reports to measure Historical snapshots over time of the deals pipeline but these are all inbuilt reports. We are after read more
Reply Idea Dashboards & Reports
2 upvotes
1 Reply
jjones41
Contributor
November 07, 2024
+1 on this. Seems like a fundamental reporting requirement really. It would be especially helpful if this could be filtered on ticket properties.
jjones41 on October 30, 2023
Sync Invoice Line Items from Netsuite
The Netsuite/HubSpot integration continues to mature, and this is great. Our Sales team still has to go into Netsuite for one primary data point: the items, quantities, and pricing for the line items on the invoice. The integration now pushes the Ne read more
Reply Idea Integrations
5 upvotes
4 Replies
jjones41
Contributor
November 05, 2024
I haven't found a solution yet. Our product catalog is fairly simple. However, it has been growing and this is becoming a more urgent issue. It isn't...read more
jjones41 on March 14, 2023
Show Custom Object Info in Account Usage and Limits
We were recently caught off guard by the limits on our custom objects (10 objects / 500K total records on all custom objects). The HubSpot team worked with us to resolve as always. I don't understand, however, why this limit -- or others like it -- read more
Reply Idea Account Settings
9 upvotes
1 Reply
jjones41
Contributor
August 07, 2024
Looks like HubSpot is delivering: https://knowledge.hubspot.com/data-management/track-crm-data-limits
nicolerohrer on May 15, 2020
Customize the Billing Frequency options when creating a new product
Some customers have alternative billing situations for their products that do not fit within our current billing frequency options below. It would be nice if they had the option to create other intervals. One customer needs a five year option for ex read more
Reply Idea Products & Quotes
303 upvotes
153 Replies
jjones41
Contributor
July 23, 2024
+1 I note the complixity of non-12 month divisible billing frequencies, but here's another vote for one. In our scenario, we find customers often pre...read more
Eleven11 on October 04, 2021
Better Associations for Custom Surveys (associate with tickets/etc.)
Custom surveys are great. That's a step in the right direction. However, feedback/surveys can't be associated with tickets (manually or automated). Only NPS surveys show up on the ticket in the Recent Feedback section in the assocations panel. This read more
Reply Idea Feedback Surveys Tickets
122 upvotes
29 Replies
jjones41
Contributor
July 18, 2024
+1 Here. This may be the deal breaker for our migration from Zendesk to HubSpot. It is very surprising this survey -> ticket association isn't ava...read more
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