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DGreen6
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Member since ‎Oct 20, 2022
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DGreen6 on January 27, 2025
Ability to change colors and add property values to Meeting Blocks on Sales Workspace Schedule
We are entertaining using the Sales Workspace Schedule to manage our patient appointments. Currently, we integrate HubSpot with Google calendar. We color code meetings in Google making it easy to quickly see the status of the appointments. Lead S read more
Reply Idea Meetings
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DGreen6 on August 01, 2024
Need to Relate Invoice Line Items to Contact
While it appears that this should be the case, I was just informed that Invoice Line Items do not relate to the Contact. As a result, we can not build any customer segmentation list using Invoice Line Item (i.e. products) data. The UI creates read more
Reply Idea Lists
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DGreen6
Member
August 01, 2024
Reply to Associate Line Items to Tickets
Same Issue with Invoice Line Items to Contact
DGreen6
Member
July 31, 2024
Reply to Turn off Payment Receipts for specific Companies
I would like to see a way to turn off this option. At a minimum, the checkbox on the Record Payment window should be "off"...it's too easy for the u...read more
DGreen6
Member
September 21, 2023
Reply to Prefix/Suffix & Middle Names in Contact Names
Yep...needs to happen
DGreen6
Member
November 15, 2022
Reply to Display values in currency with dollar sign and decimal places
Most definitely...seems like a remedial idea that should already be in place.
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