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CSherwood8
Member | Diamond Partner
Member | Diamond Partner
Member since ‎Jan 5, 2023
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  • Upvotes Given
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  • Upvotes Received
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  • Ideas
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Ceri Sherwood

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CSherwood8 on December 21, 2023
Setting date range on Insights tab
Hey 🙂 It would be great if we could set a date range on the insights tab rather then it showing all time 🙂 Just so we can see for a year or a quarter etc 🙂
Reply Idea Deals
0 upvote
0 Reply
CSherwood8
Member | Diamond Partner
September 11, 2023
Reply to Make Form submissions expandable in mobile app
Hi,Yes this would be a great idea for the HS product team to follow up on as our team uses there phones all the time 🙂 Thanks
CSherwood8 on July 20, 2023
Amending date stamps on custom reports
It would be great if we could amend date stamps on custom reports, as we have a case where our client has around 55 date stamps to amend each month on their custom reports. It would be to just change the date range that is already set via a workflow read more
Reply Idea Workflows
2 upvotes
0 Reply
CSherwood8 on July 13, 2023
When First Created Trigger
Hi Guys, It would be great to have a trigger in workflows that was set to 'when first created' like we have in your automatic setting of LifeCycle Stages, so we can set workings on Lead Status or anything else in a sim way in the automation tool 🙂 read more
Reply Idea Workflows
0 upvote
0 Reply
CSherwood8 on July 07, 2023
Move the Communication subscriptions section
Hi Guys, It would be great if we could move the Communication subscriptions section around on that contact record page and have this as an option at the top 🙂
Reply Idea Contacts & Companies
0 upvote
0 Reply
CSherwood8 on June 13, 2023
Setting up a deal tag if a line item has gone up between connected deals on a contact?
I was wondering if the dev team would be able to find a useful use case in use being able to use other object tags in the deal tags feature so we can review increases and decreases within Line Items and filter them against all connect deals to a con read more
Reply Idea Deals
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