acjandler

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Adrienne Jandler

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acjandler on Janeiro 30, 2024

Salesforce Picklist on Task Property Not Syncing w/HS

Hi all, I'm using the HS/SF connector app and the tasks in Salesforce are not being brought over to HS. I can see that the SF field is a picklist, and HS's are default HS-created enumeration fields. Not sure how to resolve this? Anyone have an ide Leia mais

Responder Discussão Integrations Sales

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acjandler

Participante | Parceiro Diamante

Fevereiro 01, 2024

Ah! OK. Totally overlooked the idea of just not syncing those. That seems to work. Thank you!

Solucionado

acjandler on Janeiro 30, 2024

Salesforce Picklist on Task Property Not Syncing w/HS

Responder Discussão Integrations Sales

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acjandler

Participante | Parceiro Diamante

Fevereiro 01, 2024

Ah! OK. Totally overlooked the idea of just not syncing those. That seems to work. Thank you!

Solucionado

acjandler on Janeiro 30, 2024

Salesforce Picklist on Task Property Not Syncing w/HS

Responder Discussão Integrations Sales

0 avaliações positivas

4 Respostas

acjandler

Participante | Parceiro Diamante

Fevereiro 01, 2024

Ah! OK. Totally overlooked the idea of just not syncing those. That seems to work. Thank you!

EllenvanZutphen on Junho 04, 2019

Overview of certificates obtained by the team

Possibility to print an overview of all certificates of all employees. We are thinking of a kind of excel export in which we can see who is certified for which training. The current overview does not provide an easy overview of the team's performanc Leia mais

Responder Idéia Agency Partner

13 avaliações positivas

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acjandler

Participante | Parceiro Diamante

Junho 11, 2022

An Excel export of employees' certifications achieved (as well as partial trainings in progress) would be great. It would be tremendously helpful in ...Leia mais

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Craig_R on Janeiro 12, 2022

Where is the dependent/dynamic logic for Ticket Properties?

In 2022, is it possible that HubSpot doesn't have dependent drop downs for ticket Properties? I understand something like this exists in Forms, but how can it be that there is no dependency options for ticket properties? The dirtiest dirt c Leia mais

Responder Discussão Service Tickets Workflows

5 avaliações positivas

6 Respostas

acjandler

Participante | Parceiro Diamante

Maio 16, 2022

Hi Karsten, That's on the forms creation area; looking for a way to have dependent fields on the "Create Ticket"section (which is accessible from a...Leia mais

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Ying on Novembro 24, 2017

Custom Rolling Date Range

I'm trying to create a dashboard that will show me deals in progress on a rolling 'close dates' 3 month/90 period - has anyone created anything that might be suitable for this? I know there's the one month/this quarter style but nothing I can ad Leia mais

Responder Discussão

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acjandler

Participante | Parceiro Diamante

Dezembro 03, 2021

Looks like this has been an active request since 2017... is there any update on this? Any plan to include it? (Buehler? Buehler?)

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