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James_SEG
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Member since ‎May 31, 2023
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James Hanline

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James_SEG
Member
January 27, 2026
Reply to Make 'Forms' permissions more granular
@hhiggins - that is great news. Very much interested when this rolls out to beta.
James_SEG
Member
September 25, 2025
Reply to Add NPS Scores to Dashboards
Upvoted - but found a way to include it via a formula field: I used this in a custom report using the Contact and Survey Response data sources. Tri...read more
James_SEG
Member
September 15, 2025
Reply to Folders for Reporting Dashboards
Definitely a must! I'm pushing more stakeholders in our Org to go to HubSpot and use it as their go-to platform. A big frustration is not being able...read more
James_SEG
Member
September 15, 2025
Reply to Form submission filter based on "form name contains any of" rules
This is definitely needed. Though for those who need an immediate way to do this, I figured out a workaround, steps below. Create a Contact bas...read more
James_SEG
Member
June 05, 2025
Reply to Allow for multiple customer agents to be created
This is crucial for accounts using the 'Brand' add-on. We have 10 different brands setup and need to create a customer agent for each one.
James_SEG
Member
October 22, 2024
Reply to Report Total Counts on a Timeline
Absolutely need this. We need it to show the total count against a specific customer status - as just one example. E.g. how many lapsing, lapsed, in...read more
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