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TarynR
Teilnehmer/-in | Elite Partner
Teilnehmer/-in | Elite Partner
Mitglied seit ‎Mär 16, 2018
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Dylan on September 01, 2020
Associate custom objects with line items
Custom objects should be able to be associated with line items
Antworten Idee Custom Objects
60 Likes
12 Antworten
TarynR
Teilnehmer/-in | Elite Partner
August 10, 2021
It seems the association can be done but unfortunately doesnt work in the same way as the line itme association with deals. We would want to be able ...Beitrag ansehen
FernandoElias on November 18, 2020
Making calculations within reports or dashboards
It'll be great to have this functionallity so we can have more powerful insights within HubSpot.
Antworten Idee Dashboards & Reports
701 Likes
139 Antworten
TarynR
Teilnehmer/-in | Elite Partner
Januar 18, 2021
This is something that is really critical please HubSpot - We have many clients wanting this functionality and especially with the new report builde...Beitrag ansehen
TarynR on Januar 14, 2021
Bulk edit closed status on tickets (and deals) and enforce mandatory properties
We have a client that would like to be able to bulk edit tickets and close them all at once but would still like to be able to enforce completing mandotry properties in bulk as well the use case for this would be if they select a whol lot of Beitrag ansehen
Antworten Idee Tickets
8 Likes
5 Antworten
cbevan on September 10, 2019
User Permissions - don't allow documents/email templates/etc. to be edited or deleted by users
I think this is fairly common for most companies. When we upload an official document or create an email template, it has been QAed by company information. While we let people edit the templates as they send them, we don't want them adding their ow Beitrag ansehen
Antworten Idee Account Settings
26 Likes
10 Antworten
TarynR
Teilnehmer/-in | Elite Partner
Dezember 04, 2020
This would apply for snippets as well please At the moment you cant even limit edit in general like you can with templates on the permissions setti...Beitrag ansehen
jameswindrow on Februar 02, 2017
Copy contact properties to Deal?
I've created a custom source field for Contacts and mirrored it in Deals. The reason for this is because the Hubspot default options were too limiting and could not be edited. Now I want to map the fields so when a new deal is created from a Contact Beitrag ansehen
Antworten Idee Contacts Reporting Workflows
235 Likes
77 Antworten
TarynR
Teilnehmer/-in | Elite Partner
Februar 21, 2020
@MeganLegge I see that there is now the ability to copy contact properties to deals in contact workflows but not in deal workflows - Is that correc...Beitrag ansehen
willcurran on April 16, 2017
Deal fields in forms
We should be able to have people fill in CRM Deal fields on forms.
Antworten Idee Deals Forms
31 Likes
16 Antworten
TarynR
Teilnehmer/-in | Elite Partner
Dezember 16, 2019
Yes please - this is something that is really needed HubSpot A use case as follows - using deals for appointments at a spa as an example - you t...Beitrag ansehen
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