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TarynR
Participant | Partenaire solutions Elite
Participant | Partenaire solutions Elite
Membre depuis ‎mars 16, 2018
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  • Solutions
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  • Réponses
    3
  • Mentions J'aime ajoutées
    55
  • Mentions J'aime obtenues
    35
  • Idées
    2

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Activité

Dylan le Septembre 01, 2020
Associate custom objects with line items
Custom objects should be able to be associated with line items
Répondre Idée Custom Objects
28 Mentions J'aime
4 Réponses
TarynR
Participant | Partenaire solutions Elite
Août 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 ...Lire la suite
FernandoElias le Novembre 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.
Répondre Idée Dashboards & Reports
471 Mentions J'aime
101 Réponses
TarynR
Participant | Partenaire solutions Elite
Janvier 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...Lire la suite
TarynR le Janvier 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 Lire la suite
Répondre Idée Tickets
5 Mentions J'aime
3 Réponses
cbevan le Septembre 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 Lire la suite
Répondre Idée Account Settings
25 Mentions J'aime
10 Réponses
TarynR
Participant | Partenaire solutions Elite
Décembre 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...Lire la suite
jameswindrow le Février 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 Lire la suite
Répondre Idée Contacts Reporting Workflows
235 Mentions J'aime
77 Réponses
TarynR
Participant | Partenaire solutions Elite
Février 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...Lire la suite
willcurran le Avril 16, 2017
Deal fields in forms
We should be able to have people fill in CRM Deal fields on forms.
Répondre Idée Deals Forms
31 Mentions J'aime
16 Réponses
TarynR
Participant | Partenaire solutions Elite
Décembre 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...Lire la suite
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