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Stanczak
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Member since ‎Mar 1, 2017
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  • solutions
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  • Replies
    7
  • Upvotes Given
    40
  • Upvotes Received
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  • Ideas
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simonsmith on June 07, 2018
Allow for private knowledge base articles
While we want most knowledge base articles to be public, there are some we want to keep private so that only our customer service representatives can view them. For example, a customer might ask a question that's sensitive, and we want to have an ar read more
Reply Idea Knowledge Base
118 upvotes
31 Replies
Stanczak
Contributor
November 01, 2018
HubSpot just released membership-based permissions to control access to specific content: https://knowledge.hubspot.com/articles/kcs_article/cms-pag...read more
Stanczak on October 19, 2017
Delete or clear specific values from multiple checkbox property fields
We are beginning to use a "Customer Status" property that uses multiple checkbox values. Values include things like "At Risk," "Support Issue Outstanding," "Payment Lapsed," etc. This will add tremendous value to our CRM at the customer representati read more
Reply Idea Contacts & Companies Deals Workflows
152 upvotes
47 Replies
Stanczak
Contributor
October 15, 2018
@JoeDavies Great suggestion, Joe. Thanks for the walk-through. This could save a lot of time.
Solved
MRF on July 07, 2017
Embed Form in Blog
I was wondering if someone could help me to embed a hubspot form in my hubspot blog. Thank you in advance!
Reply Discussion COS CSS Hubl
0 upvote
11 Replies
Stanczak
Contributor
September 11, 2018
@Jsum Wonderful! That sounds like a perfect solution. Looking forward to trying this next time I have a chance to work on the blog templates.
Tnichs on August 23, 2018
View Products Purchased from Contact Record
With the new eCommerce bridge, we can see the items purchased on a deal record, however, we can't from the contact record so therefore, in order to get the purchase history for a client, we have to click into every deal. I have a client who is a whol read more
Reply Idea Contacts & Companies
31 upvotes
17 Replies
Stanczak
Contributor
August 23, 2018
We are struggling with a similar challenge, although coming from a different place. We have lots of historical sales data for our B2B sales, but no q...read more
lsirac on January 19, 2017
Simple calculations in contact properties
Vaguely related to this: https://community.hubspot.com/t5/HubSpot-Ideas/Contract-value-calculator/idi-p/515 It would be nice to be able to do additions, substractions and multiplications in contact properties & associated workflows.
Reply Idea Account Settings Contacts & Companies
113 upvotes
33 Replies
Stanczak
Contributor
April 12, 2018
Hi @jasonzagami . While you are waiting for HubSpot's response you might want to use the revenue projection features built into HubSpot's CRM. Essen...read more
Solved
MRF on July 07, 2017
Embed Form in Blog
I was wondering if someone could help me to embed a hubspot form in my hubspot blog. Thank you in advance!
Reply Discussion COS CSS Hubl
0 upvote
11 Replies
Stanczak
Contributor
September 11, 2018
@Jsum Wonderful! That sounds like a perfect solution. Looking forward to trying this next time I have a chance to work on the blog templates.
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