プロフィール

TarynR
参加者 | Elite Partner
参加者 | Elite Partner
コミュニティー参加日： ‎3 16, 2018
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  • ベストアンサー数
    0
  • 件の返信
    3
  • いいね！した数
    56
  • いいね！獲得数
    39
  • ご意見・ご提案
    2

自己紹介

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Taryn Reyneke

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アクティビティ

Dylan 9月 01日, 2020
Associate custom objects with line items
Custom objects should be able to be associated with line items
返信 アイデア Custom Objects
60 いいね！
12 コメント
TarynR
参加者 | Elite Partner
8月 10日, 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 ...続きを読む
FernandoElias 11月 18日, 2020
Making calculations within reports or dashboards
It'll be great to have this functionallity so we can have more powerful insights within HubSpot.
返信 アイデア Dashboards & Reports
701 いいね！
139 コメント
TarynR
参加者 | Elite Partner
1月 18日, 2021
This is something that is really critical please HubSpot - We have many clients wanting this functionality and especially with the new report builde...続きを読む
TarynR 1月 14日, 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 続きを読む
返信 アイデア Tickets
8 いいね！
5 コメント
cbevan 9月 10日, 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 続きを読む
返信 アイデア Account Settings
26 いいね！
10 コメント
TarynR
参加者 | Elite Partner
12月 04日, 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...続きを読む
jameswindrow 2月 02日, 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 続きを読む
返信 アイデア Contacts Reporting Workflows
235 いいね！
77 コメント
TarynR
参加者 | Elite Partner
2月 21日, 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...続きを読む
willcurran 4月 16日, 2017
Deal fields in forms
We should be able to have people fill in CRM Deal fields on forms.
返信 アイデア Deals Forms
31 いいね！
16 コメント
TarynR
参加者 | Elite Partner
12月 16日, 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...続きを読む
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