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kelliego11
Participant | Platinum Partner
Participant | Platinum Partner
Member since ‎Mar 1, 2018
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  • Replies
    4
  • Upvotes Given
    12
  • Upvotes Received
    36
  • Ideas
    1

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Kellie Openshaw

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Activity

UserLD on January 29, 2020
Auto-Save on Notes
It would be great to have the capability to auto-save notes. I have lost some intel due to glitches in not being to save the note. Latest example was a note I took in a tab that sat for two days. When I went back to that tab I realized the note wa read more
Reply Idea Contacts & Companies
119 upvotes
56 Replies
kelliego11
Participant | Platinum Partner
February 26, 2021
How is this not a feature yet? Come on - please?!
kathigross on September 13, 2020
Message "Save or Cancel" when editing any note.
When I am in the Deal for Sales and I'm editing a long note or extensive call notes, if I forget that I didn't save and go to look at an email or another call in the same Deal, I lose my updated notes. Could the system please ask me to "save" or "ca read more
Reply Idea Deals
2 upvotes
2 Replies
kelliego11
Participant | Platinum Partner
February 26, 2021
autosave feature anyone?
RayBaum on December 03, 2020
Autosave Function When Creating Notes
It would be a blessing to have notes "autosave" as soon they are started and created. I am a Mac user, and the mouse I have acts as the track pad as well. On too many occasions, I've started a note in Hubspot and accidentally slid my fingers across read more
Reply Idea Deals
9 upvotes
5 Replies
kelliego11
Participant | Platinum Partner
February 26, 2021
How is this not a feature yet? It's ridiculous!!!
mikeabowles on May 10, 2017
Filter for Tasks showing Queues each Task belongs to
It would be valuable to have a filter (or "view") on the task page that allows me to focus just on the tasks that I have not assigned to a specific task queue. There is a way to look at each task queue individually, but not the tasks that are read more
Reply Idea Tasks
74 upvotes
43 Replies
kelliego11
Participant | Platinum Partner
August 26, 2020
Please add a column in the task view for "Queues" so I can see and sort by queues (and also catch any tasks that I haven't assigned to a queue).
Solved
kelliego11 on August 26, 2019
Incorrect / updated name when someone enters a chat
When a contact interacts with chat, most do not read thoroughly and don't put in their name. Instead, they go straight to their problem. This updates their contact with a ridiculous new contact name. Is there a way to eliminate this problem? read more
Reply Discussion Conversations
2 upvotes
9 Replies
kelliego11
Participant | Platinum Partner
September 23, 2019
Thank you @jennysowyrda this really helped us get this figured out!
Solved
kelliego11 on August 26, 2019
Incorrect / updated name when someone enters a chat
When a contact interacts with chat, most do not read thoroughly and don't put in their name. Instead, they go straight to their problem. This updates their contact with a ridiculous new contact name. Is there a way to eliminate this problem? read more
Reply Discussion Conversations
2 upvotes
9 Replies
kelliego11
Participant | Platinum Partner
September 23, 2019
Thank you @jennysowyrda this really helped us get this figured out!
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