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DCarter9
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Member since ‎Jan 20, 2023
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Daniel Carter

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Activity

PCrowley on March 15, 2022
Auto associate contact/deal/company to tasks created by sequences
Auto associate contact/deal/company to tasks created by sequences. This would be very helpful and would make our task list much more organized!
Reply Idea Sequences
103 upvotes
48 Replies
DCarter9
Member
April 16, 2024
@hubspot This is becoming a pretty popular topic. We have Enterprise sales, service, marketing and Opshub. We would really like the ability to eith...read more
danslb on December 13, 2019
Allow file upload during ticket creation
When creating the support ticket, the Upload File property does not allow uploading a file from PC. I would like to request that this feature be added.
Reply Idea
57 upvotes
14 Replies
DCarter9
Member
March 15, 2024
@hubspot I know the capability to open a ticket and add an attachment as a note is only two clicks away. It would be beneficial to have the ability...read more
LHo0 on March 15, 2022
Opening a closed ticket re-opens all chats and emails in conversations inbox
When a ticket is moved from Closed status back to open, all the associated conversations (chats and emails) are re-opened and floods the Inbox. I can't imagine why this would be necessary since we can send an email to the contact directly in the tic read more
Reply Idea Conversations Tickets
5 upvotes
2 Replies
DCarter9
Member
January 16, 2024
We have a simular problem at my company we want closed tickets to remain closed on customer response. To accomplish this we set up a trigger to creat...read more
ElSpeedbumpo on September 11, 2019
Ticket Owner automation
It would be very beneficial to have the option within Ticket workflows to have a Ticket Owner auto assigned to the person who closes that ticket or even changes the status. Reasoning for this is my team works at different times, and in different read more
Reply Idea Tickets
89 upvotes
29 Replies
DCarter9
Member
October 18, 2023
Yeah, being able to have auto-assign features that can be enabled or disabled would be great.
nickymckenzie on October 20, 2020
the ability to edit emails before forwarding them.
Hello, In conversations, we like the shared mailbox feature and that email forwarding has been added. However, it would be better if we could edit the email before forwarding it. Most of the time the whole email thread is not relevant to the per read more
Reply Idea Conversations
40 upvotes
14 Replies
DCarter9
Member
October 05, 2023
[RECORDING] The Vision for Help Desk: A Streamlined Workspace for Support Teams in HubSpot Could this please be a fix in the Help Desk?
TDyck1 on May 27, 2022
Conversations Inbox: ability to preview files
Right now, Hubspot doesn't allow us to preview attached files with with .pdf or .eml formats. This is quite inconvenient, as we receive dozens of forwarded voicemails to our inbox every day. Our donor department has to download each audio file indiv read more
Reply Idea Conversations
5 upvotes
1 Reply
DCarter9
Member
July 11, 2023
It's the same from tickets.
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