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JMidgley
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Member since ‎Sep 14, 2022
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Joseph Midgley

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Activity

SSepa on May 15, 2023
Currently, the form can be pre-filled only with the information that users filled in and submitted . If users are filling in a form that has over 20 fields and they need to leave the form after completing 15 fields, they may exit the brows read more
20 upvotes
6 Replies
Participant
March 27, 2024
I would also very much like this as we want to use HubSpot forms for applications, which require longer answers. That means we need to use other soft...read more
Solved
JMidgley on December 06, 2023
Hello, Until now, we have only had one pipeline and one team using the CRM in a certain way. We're now bringing differnt teams onboard, so will start using things like having a different default view for different users. However, I'm not s read more
0 upvote
2 Replies
Participant
December 06, 2023
Hi Karsten, thanks for your quick reply. I was just referring to not seeing something along the lines of the below when I customise the create deal...read more
Solved
JMidgley on December 06, 2023
Hello, Until now, we have only had one pipeline and one team using the CRM in a certain way. We're now bringing differnt teams onboard, so will start using things like having a different default view for different users. However, I'm not s read more
0 upvote
2 Replies
Participant
December 06, 2023
Hi Karsten, thanks for your quick reply. I was just referring to not seeing something along the lines of the below when I customise the create deal...read more
lalexander on February 11, 2019
Hey team! It would be great if it were possible to customize the default deal name. When creating a new deal from a contact/company record, for example, some customers may want to automatically pull in both the contact and the associated company's read more
205 upvotes
71 Replies
Participant
April 12, 2023
I had also hoped this was something that could be changed in the settings. Unlike many others here, I do want to always include company name but woul...read more
Levyn on April 16, 2021
Hi, On Contacts/Companies you have the side pane with all the information. One of those information boxes is Contact / Company Owner. Currently, this is a drop down with users in the order in which they were created. However, in our case, the pe read more
13 upvotes
6 Replies
Participant
November 30, 2022
Absolutely agree on this. Very odd that we can sort most fields either custom or alphabetical but this one is locked in order of creation, which give...read more
Solved
Kimberly on June 02, 2017
Hello, can you upgrade your date picker field so that you can quickly navigate to years and months and not have to scroll back forever to add, for example, a date of birth?
26 upvotes
10 Replies
Participant
September 14, 2022
Exactly. I think this has even got worse again recently as you can't even click on the year, so the only option is to manually go back a month at a t...read more
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