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VagaeNatus
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Mitglied seit ‎Mär 8, 2017
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VagaeNatus on September 02, 2018
Custom properties for Activities (Tasks, Meetings, etc.)
We currently have custom properties for contacts, deals, companies and tickets. We need custom properties for activities too, which means custom properties for task, meetings, calls, etc. Examples: - Calls: Aircall has to "print" text into the Beitrag ansehen
Antworten Idee Calling Meetings Tasks
391 Likes
121 Antworten
VagaeNatus
Autorität
Januar 08, 2021
@glencornell Appreciate if you could provide an update here.
Sara on Mai 10, 2017
Schedule a meeting for another hubspot user from contact record
Firstly, not to have to add an existing hubspot user as a contact to be able to add them. Secodly, not adding the person who sets up the meeting as an attendee because they simply create meetings for other users and don't have to be invited to the Beitrag ansehen
Antworten Idee Meetings
388 Likes
171 Antworten
VagaeNatus
Autorität
Januar 08, 2021
@glencornell 9 months you said you were not planning to deliver that within the coming quarter. Now that 9 months has passed, can we please revis...Beitrag ansehen
dave-ops on Oktober 15, 2020
New Custom Property Type: Lookup (with hyperlink to record)
Hi! It would be great to have a (hyperlinked) lookup property type as an option for custom properties so that a user can reference a Contact record already in the database, and click on it to navigate directly to the Contact record (similar to how Beitrag ansehen
Antworten Idee Account Settings
29 Likes
7 Antworten
VagaeNatus
Autorität
Dezember 08, 2020
I think the lookup requires firs the "Link to another record" property. Hope you don't mind, I created another idea as I think it has more chanc...Beitrag ansehen
Charlotte_th on Dezember 07, 2020
Property Type: HubSpot Contact
When creating deal properties for our new pipeline, our Sales Manager asked to create properties for: Single Point of Contact for CS Single Point of Contact for Invoicing Decision Maker These properties would make it very easy for CS a Beitrag ansehen
Antworten Idee Account Settings Contacts & Companies Deals
4 Likes
1 Antwort
VagaeNatus
Autorität
Dezember 08, 2020
@Charlotte_th Hope you don't mind, I created an idea that is a bit more generic and I think has more chances to get upvoted. https://community...Beitrag ansehen
VagaeNatus on Dezember 08, 2020
Property type: Link to another record + Lookup + Rollup
We need the ability to link one record to another record via a property. Problems we are currently facing: a contact can be associated with a deal but... this association does not tell us what this contact does on this deal. a custom objec Beitrag ansehen
Antworten Idee Contacts & Companies Custom Objects Deals
38 Likes
3 Antworten
VagaeNatus on September 02, 2018
Custom properties for Activities (Tasks, Meetings, etc.)
We currently have custom properties for contacts, deals, companies and tickets. We need custom properties for activities too, which means custom properties for task, meetings, calls, etc. Examples: - Calls: Aircall has to "print" text into the Beitrag ansehen
Antworten Idee Calling Meetings Tasks
391 Likes
121 Antworten
VagaeNatus
Autorität
Januar 08, 2021
@glencornell Appreciate if you could provide an update here.
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