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MStach
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Member since ‎Jan 13, 2023
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Melinda Stach

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MStach on March 11, 2025
Association Settings Using Filters
Hello, association labels are very important to our business so we can track relationships and associate activities to multiple objects in one step. In activity associations (under settings), the criteria is "log to all," "Log to 1 most recently as read more
Reply Idea Activity Feed
0 upvote
0 Reply
MStach on January 14, 2025
Save custom tabs and make cards/tabs conditional
Hello, similar to the various cards created for records, it would be great to be able to create and save tabs customized for the middle panel (there is no save ability currently). In addition, it would be even better to make all cards and tabs condi read more
Reply Idea Contacts & Companies
2 upvotes
1 Reply
MStach on January 14, 2025
Unenroll from workflow action step
Hello, it would be very useful to be able to unenroll a contact from a workflow as an action step. For example, we have sent an invitation out to two contacts are are married. They are associated in HubSpot. Once one responds, we want to unenroll th read more
Reply Idea Workflows
0 upvote
0 Reply
MStach
Contributor
January 09, 2025
Reply to Copy/create associations to other associated records
Hi Karsten, thank you for your response.
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MStach on January 08, 2025
Copy/create associations to other associated records
Hi all, We have an object called "households" that typically contains a head of household and a spouse, both associated contact records. On the head of household (HOH) contact record, we create an association to the person who referred them read more
Reply Discussion Enterprise
0 upvote
2 Replies
MStach
Contributor
December 10, 2024
Reply to Make Center Tabs Conditional on properties
Completely agree. I would like to be able to show certain tabs based on our funnel. For example, do not show a certain tab until a prospect becomes a...read more
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