_MMDL

Se debe instalar y activar JavaScript para utilizar estos foros. Parece que el navegador tiene JavaScript desactivado o que no lo admite. Consulte el archivo de ayuda del navegador para determinar cómo activar JavaScript.

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Mario Medina

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Jon_Sasala en Marzo 16, 2021

Restrict access to conversations in the shared inbox, similar to standard object restrictions

I would like to prevent users from viewing conversations in the shared inbox if they are not on the service team and if they do not own the contact. Currently, the only way to prevent users from seeing all activities in the Conversations Tool Leer más

Responder Idea Conversations Settings

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33 Respuestas

_MMDL

Colaborador

Junio 27, 2024

This is so necessary, almost 4 years and still waiting for a solution

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Srinivasthota1 en Octubre 11, 2019

Unique contact based on phone number instead of email id

Hello Experts, I am new to Hubspot. Our E-commerce application and other applications use customer phone number as unique identifier but in Hubspot free version I see email id as Customer unique identification. Can we change it to a Leer más

Responder Conversación Contacts

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9 Respuestas

_MMDL

Colaborador

Junio 18, 2024

This is me from the future, it's 2024 and this hasn't been fixed. Believe it or not

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RMorgan34 en Abril 14, 2023

Submissions by source: How to generate a report?

Hi guys, We are trying to put together a dashboard for a campaign and are looking at how to show submissions by source. This seems to be a standard view in Hubspot when viewing a form, but doesn't have the 'Save Report' option that the other fie Leer más

Responder Conversación Reports

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2 Respuestas

_MMDL

Colaborador

May 23, 2024

Hi Emma, I have the same issue, the solution you proposed doesn´t allow for splitting by source, any other suggestion?

_MMDL en Febrero 14, 2024

Steps to follow to create a new user, from end user perspective in KB

Every time there is a new user on the portal, we have to explain to steps to follow to create the account. e.g 1. click the invite link 2. configure your password 3. select the authentication tool 4. click accept Just create a KB artic Leer más

Responder Idea HubSpot Support

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_MMDL en Febrero 05, 2024

Generic users for training purpose

Hi, We are a franchise organization with 20+ territories, each territory has its own HS portal and every Portal has its own users, between 10 and 100+. We use a test portal to train the users, any strategy you recommend to have something close to Leer más

Responder Conversación Professional

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3 Respuestas

_MMDL

Colaborador

Febrero 05, 2024

Thanks for your response, I was thinking about controlling passwords and resetting them every time, it may be the same time-consuming as adding all n...Leer más

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_MMDL en Febrero 05, 2024

Generic users for training purpose

Responder Conversación Professional

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3 Respuestas

_MMDL

Colaborador

Febrero 05, 2024

Thanks for your response, I was thinking about controlling passwords and resetting them every time, it may be the same time-consuming as adding all n...Leer más

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