TWallen

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Thomas Wallen

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TWallen on Agosto 23, 2024

Empty Numeric Values Not Being Counted as 0

HubSpot is such a sophisticated tool but my biggest gripe is empty numeric properties being treated as 'No Value' instead of 0. This is such a headache when dealing with Calculated Properties and Reports. Our custom Calculated property sim Leia mais

Responder Discussão CRM

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TWallen

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Agosto 27, 2024

@kennedyp I appreciate your response. Sorry for the delay. The first question is correct. We created a custom object to breakdown the amou...Leia mais

TWallen on Agosto 23, 2024

Empty Numeric Values Not Being Counted as 0

Responder Discussão CRM

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TWallen

Colaborador(a)

Agosto 27, 2024

@kennedyp I appreciate your response. Sorry for the delay. The first question is correct. We created a custom object to breakdown the amou...Leia mais

TWallen on Agosto 23, 2024

Setting to Prevent Automatic Redirection to a Custom Object Upon Completion

We created a Custom Object that can have a single association to a Deal record. This custom object is mostly created from existing Deal records. It would be nice if there was a setting to change the behavior of HubSpot automatically loading the Leia mais

Responder Idéia Custom Objects

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TWallen on Julho 11, 2024

Tasks Not Updating Last Activity Date

We noticed today that tasks associated with a Deal are not updating the Last Activity Date. The definition for Last Activity Date on the Deals Default Property KB article specifically mentions a logged deal: https://knowledge.hubspot.com/prope Leia mais

Responder Discussão CRM

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TWallen

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Julho 12, 2024

@DSharma02 Thanks for your response. However, I am not sure where you are getting your information that tasks are not included in the Last Activity...Leia mais

TWallen on Julho 11, 2024

Tasks Not Updating Last Activity Date

Responder Discussão CRM

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TWallen

Colaborador(a)

Julho 12, 2024

@DSharma02 Thanks for your response. However, I am not sure where you are getting your information that tasks are not included in the Last Activity...Leia mais

JoaoDemarchi on Abril 19, 2024

Merging permissions

We'd like to restrict record merging separetely with a specific merging permission . Currently the merging functionality is enabled within the editing privileges, but sometimes we want to restrict merging even though the user can edit a record. T Leia mais

Responder Idéia Users & Teams & Permissions

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TWallen

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Junho 19, 2024

Upvoting this idea. It's important to us for permission sets to allow us to disable the ability to merge certain objects. We have an integration ...Leia mais

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