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Kari-M
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Mitglied seit ‎Aug 31, 2022
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Kari Meyer

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Kari-M on Januar 25, 2024
Auto Assign - Copy a Company Property to a ticket Property when a ticket is created
We use our Tickets to sign a project into Design. When a project is signed in the head of our Design Dept manually assigns a Designer to that ticket (making them a Ticket Owner) after reviewing the ticket and understanding current workloads. So Beitrag ansehen
Antworten Diskussion Workflows
0 Likes
2 Antworten
Gelöst
DMiller95 on August 09, 2022
How to copy a value from the Company level to the Ticket level
I would like to build a workflow that enrolls every new ticket and copies down a field from the matching Company record called "Priority Score". I have created a ticket property for PriorityScore but it seems I can only copy FROM at ticket TO the C Beitrag ansehen
Antworten Diskussion
0 Likes
6 Antworten
Kari-M
Teilnehmer/-in
November 13, 2023
I am needing to set this up as well. I tried building a company calculation for your item 1 referenced above but am only given Associated Deals or A...Beitrag ansehen
StephD13 on November 12, 2020
Drag and drop files into attachments
It would be so much more convenient to drag and drop files into attachement area for the contacts and deals (more in particular the deals). At the moment you have to save into a folder then upload and access the file from your computer folder. It w Beitrag ansehen
Antworten Idee Deals
22 Likes
10 Antworten
Kari-M
Teilnehmer/-in
Oktober 30, 2023
Would love this feature as many users in our company have requested this.
Gelöst
Jayeshurath on September 28, 2021
See all my mentions in one place?
Is it possible to see all the tickets/conversations where I am mentioned in one place, just like Intercom?
Antworten Diskussion Chat
7 Likes
8 Antworten
Kari-M
Teilnehmer/-in
Oktober 02, 2023
It was recommended that I upvote this and provide my reasoning. The reason that I think being able to sort @mentioning is because there are times th...Beitrag ansehen
Gelöst
Jayeshurath on September 28, 2021
See all my mentions in one place?
Is it possible to see all the tickets/conversations where I am mentioned in one place, just like Intercom?
Antworten Diskussion Chat
7 Likes
8 Antworten
Kari-M
Teilnehmer/-in
Oktober 02, 2023
It was recommended that I upvote this and provide my reasoning. The reason that I think being able to sort @mentioning is because there are times th...Beitrag ansehen
ChristopherIsak on August 14, 2020
Like button
Hi HubSpot, can I get a like or thumbs-up button to react to interactions from other users on my tenant? Sometimes I can't support the task but just want to give a thumbs-up and show a little appreciation. What do you think?
Antworten Idee Activity Feed
11 Likes
2 Antworten
Kari-M
Teilnehmer/-in
August 10, 2023
Having a "thumbs up/Like" button in the notes section and other areas would be awesome! Sometimes we just want to acknowledge that we have read the ...Beitrag ansehen
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