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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
ROFU on July 20, 2020
Change activity assigned to property
We need to change the activity owner for emails/calls etc so that we can update our reporting (we've had an email address format change since we started using HS, so now the legacy activities are showing up on reports as separate to new email format read more
Reply Idea Activity Feed
56 upvotes
22 Replies
TCastillo1
Contributor
May 22, 2023
This is problematic as people don’t always book their own meetings and we will need to be able to track who held meetings.
Solved
jdtingay on September 17, 2020
Updating deal name using automation - can the associated company be added?
I'm looking to change a deal name using automation at certain stages of a pipeline. For example, once a quote has been sent to the customer, the quote number is added into a custom field and the deal moved to the next stage. I'd like to add this read more
Reply Discussion Deals
0 upvote
8 Replies
TCastillo1
Contributor
May 09, 2023
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 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
2 upvotes
3 Replies
TCastillo1
Contributor
January 27, 2023
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
2 upvotes
3 Replies
TCastillo1
Contributor
January 27, 2023
This is exactly what we were looking for! Thank you!!
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