TWallen

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Thomas Wallen

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Activity

C-Note on December 12, 2018

OR Filters for Reports

I really need the ability to create reports using OR filters instead of just AND filters. For example, we use fields like AC1 and AC2 when a contact has multiple accounts. When I create a report, I want to be able to see if there are customers wit read more

Reply Idea Contacts & Companies

270 upvotes

124 Replies

TWallen

Participant

September 08, 2023

The HubSpot Product Team update is no longer available from 2020. However it says In Planning, has there been any updates? The Custom Object Repo...read more

lrodriguez on February 06, 2019

Allow Custom Deal Properties that are formatted as currency to be multi-currency

It would be very useful if HubSpot automatically assigns the Deal's currency to the Custom Deal Property formatted as currency or if at least it gives the option to select the currency you want to use on the custom property, as of right now the amou read more

Reply Idea Deals

212 upvotes

64 Replies

TWallen

Participant

August 29, 2023

@shajones I was really excited for this feature but you end up being very limited in reporting. It doesn't allow you to set up the column for these...read more

Latchy on July 17, 2018

Add email to CRM record button

I would like to see an enhancement that enable being able to capture inbound emails in HubSpot with an "Add Email" button, similar to what Salesforce already has in place for MS Outlook desktop and Office 360. The current Hubspot method to capture e read more

Reply Idea Connected Email Sales Email Extensions & Add-Ins

154 upvotes

74 Replies

TWallen

Participant

August 15, 2023

@JeppeNyrup We are currently testing this feature. It allows you to log emails that were sent prior to activating the beta.

TWallen on July 21, 2023

HubSpot Lacks Consistency Across Various Platforms

HubSpot has rolled out some great features that have addressed some of our challenges. However, these features are usually only available/implemented in desktop. HubSpot's Outlook sales plug-in was a huge selling point for us. These features ne read more

Reply Discussion Enterprise

0 upvote

1 Reply

Solved

TWallen on July 20, 2023

HubSpot Mobile App Limitation - Searching Property Options

The mobile app's interface for creating a deal does not let you search through the options in a drop-down select property. Our organization has ~30 offices with ~7 orgs per office. Each organization is added as drop-down option to a custom prop read more

Reply Discussion Mobile App

0 upvote

2 Replies

TWallen

Participant

July 21, 2023

Thanks Karsten. I've upvoted the post you linked and added a response. Hopefully this can gain some traction.

tarnoldd on May 02, 2023

Search Field in Dropdown properties on HubSpot mobile app

Hey Team, at the moment on the desktop version of HubSpot, when looking to choose an option from a dropdown property there is a search field at the top to search for the option you want to select. In the mobile for most properties, it is curre read more

Reply Idea Mobile Applications Properties

2 upvotes

1 Reply

TWallen

Participant

July 21, 2023

This is much needed.

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