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cbz
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Member since ‎Apr 27, 2023
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Caleb Baitz

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cbz on June 23, 2025
Ability to search by Company ID or Contact ID etc.
It would be really helpful to be able to search for a Hubspot Company ID or Contact ID (or other ID, like Products or Services) directly in the Hubspot search bar. Seems like this search bar looks at everything except ID numbers, which would be a si read more
Reply Idea Contacts & Companies
2 upvotes
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cbz
Participant
March 07, 2025
Reply to Update/Overwrite/Append Data Options for Contact Property Fields
This is a mess. The default action should be to append existing checkboxes, not overwrite them. We constantly lose data from imports, forms, etc. bec...read more
cbz
Participant
March 06, 2025
Reply to Does EVERY question on a form need to become a contact property?
The problem is Properties get overwritten every time. A simpler solution is the ability to tie a Text form field to an "Activity Note" property, that...read more
cbz
Participant
March 06, 2025
Reply to Custom (non-properties) fields in Forms
Agreed. I need to be able to collect information without tying it to any property. If it must be connected to something, it could just create a "Note...read more
cbz
Participant
January 06, 2025
Reply to Round Robin - Prioritisation of certain user(s)
Absolutely agree and need this feature. Just need the ability to choose a list of prioritized users who get the event first, and then it falls back a...read more
cbz
Participant
May 24, 2023
Reply to Filter by more than one click/open
In addition, a time parameter would be helpful: "Has opened any email at least [x] times in the past [x] days" That way we could filter to re...read more
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