GLloyd1

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jpeluso

Gordon Lloyd

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Activity

shiling on March 06, 2019

Configure quote number format

Currently the quote number is formatted as #yyyymmdd-xxxxxxxx, wherexxxxxxxx are random non-sequential numbers. I'd like to be able to configure how the quote number is formatted and generated, e.g. QU-xxxxxx, where xxxxxx is a sequential number. read more

Reply Idea Deals

247 upvotes

111 Replies

GLloyd1

Contributor

July 10, 2024

I been using a workaround using google sheets and zapier. Everytime a new deal is created, a new row is created in the google sheet along with a sequ...read more

CDelloye on December 13, 2023

Outlook Contacts - sync only contacts owned by the person

Hello, If I have my Outlook Contacts syncing with HubSpot (both ways), is there a way to synnc only the contacts I own to my Outlook contacts? I don't want to have ALL contacts from HubSpot on there, only the ones I am responsible for. Note: read more

Reply Discussion Free

1 upvote

3 Replies

GLloyd1

Contributor

April 25, 2024

We have THOUSANDS of contacts. If each rep could sync only the contacts on which they are the owner, this feature would make sense. Syncing all of th...read more

Solved

PAtlan on March 14, 2024

Preventing automatic email association with deals

Hi all, As explained in this article: https://knowledge.hubspot.com/records/associate-activities-with-records , Hubspot automatically associates e-mails logged in to a company with the five last open deals in the company. In my case, this r read more

Reply Discussion best practices Deals

6 upvotes

7 Replies

GLloyd1

Contributor

April 24, 2024

Thank you for the update!

Solved

PAtlan on March 14, 2024

Preventing automatic email association with deals

Reply Discussion best practices Deals

6 upvotes

7 Replies

GLloyd1

Contributor

April 24, 2024

Thank you for the update!

TheeRichard on September 16, 2018

Reset default contact and company field order for all users

It would be nice to be able to reset the default property orders for all users under contacts, companies and deals. Some of our people set unique property field orders but we recently made some changes in the fields. Now, we have to update about read more

Reply Idea Contacts & Companies

86 upvotes

40 Replies

GLloyd1

Contributor

March 13, 2024

The ability to reset all users default view is definitely required especially if new proerties are added or the order of properties are changed. Even...read more

Solved

KimFerris on December 21, 2021

Reset the Side for All Users?

I have been making significant changes to the side panel that I want to push out to all users. Is there a way to do this? I'm not seeing how. I want to reset the side panel to the company "standard". (Even if it's only temporary since they can make read more

Reply Discussion Enterprise

1 upvote

3 Replies

GLloyd1

Contributor

March 13, 2024

I agree. Doesn't answer the question at all. I'm on the hunt for an actual solution for this.

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