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reasonover
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Member since ‎Jan 16, 2018
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JKelly7 on June 15, 2021
Ability to move multiple contacts from one company to another
We know it is possible to move a contact from one Company to another, however, we would like to be able to move multiple contacts from one Company to Another. Our reason for this is when utilzing Parent/Child relationship we need to move multiple c read more
Reply Idea Contacts & Companies
3 upvotes
1 Reply
reasonover
Member
July 18, 2023
Our need is to create multiple child companies within our system, and we need to move multiple contacts across these relationships. The current way t...read more
kbjornaas on September 20, 2019
Never Log for Meetings and Calendar sync
In order to use the meetings tool, you have to use the Google Calendar Integration. Unfortunately, this syncs ALL meetings, including internal meetings that have no reason to be in the CRM and this generates inaccurate reporting. A couple of read more
Reply Idea Meetings
201 upvotes
66 Replies
reasonover
Member
January 12, 2021
Bump +1 for Microsoft365
monmc on May 03, 2017
Update a Meeting description without sending update
When I book a meeting through meetings or in my google calendar, it shows up on the person't Hubspot profile. After the meeting takes place I want to go back and add notes to that meeting. If I do this, I have to save and send updates to everyone. read more
Reply Idea Integrations Meetings
103 upvotes
70 Replies
reasonover
Member
November 05, 2020
+1 - Need to have the ability to go in the meeting record, record the meeting notes, and not send meeting notes to attendees post meeting.
Solved
reasonover on January 16, 2018
How to sort contacts by associated company?
In a contact view, I can add column "Associated Company" but I cannot sort my contacts in alphabetical order by "Associated Company". How can I do this? I'd like to bulk add street addresses to my contacts, and that would be the easiest way to sort. read more
Reply Discussion
19 upvotes
15 Replies
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