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TCastillo1
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Member since ‎Dec 8, 2022
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Tracey Castillo

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TCastillo1 on July 11, 2023
Can't Add Phone Number as a Field Type
Hi, I', trying to create a custom field to add a phone number but it doesn't give me the option to select 'Phone Number' as a field type. I tried to use the Number fields but then I wouldn't be able to add the "+" sign for area code. Please help. read more
Reply Discussion CRM
3 upvotes
1 Reply
TCastillo1
Contributor
May 22, 2023
Reply to Change activity assigned to property
This is problematic as people don’t always book their own meetings and we will need to be able to track who held meetings.
TCastillo1
Contributor
May 09, 2023
Reply to Updating deal name using automation - can the associated company be added?
hi! can you please show how set up the trigger? I can't seem to find 'Associated Deals'. Thanks!
Solved
TCastillo1 on February 15, 2023
Make a Ticket Category mandatory.
Hello! Is there any way we can create a ticket property mandatory if another ticket propery is selected? To clarify, we have a ticket property called 'Category'. If the ticket category is selected as 'Asset Performance' can we create another ticket read more
Reply Discussion Tickets
0 upvote
3 Replies
TCastillo1
Contributor
January 27, 2023
Reply to User Job Title on Presets
This is exactly what we were looking for! Thank you!!
TCastillo1 on January 23, 2023
User Job Title on Presets
HubSpot has the option to add 'Job Title' as a token when you personalize email signatures using Presets for users (Setting > Users & Teams > Presets). Below shows how you can customize the signature including the user's job title. We ha read more
Reply Idea Users & Teams & Permissions
3 upvotes
3 Replies
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