CPSCB

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Paul_Simple on Maio 13, 2017

Re-arrange dependent fields

Currently there is no way to re-arrange the depenedent fields within the form. This makes it very tedious to edit forms after. The only way to move them is by deleting previous ones. It should just have the same object orientated nature that is Leia mais

Responder Idéia Forms

191 avaliações positivas

95 Respostas

CPSCB

Colaborador(a)

Fevereiro 01, 2024

@IMcDonald We would like to participate in any testing, as this has been an open requirement for our portal.

div-sd on Outubro 01, 2020

Do not automatically push new values in a property to all forms

Today I discovered that when adding a new value to an existing property, the new value is automatically added to all forms using that property, even though the new value is not relevant in all instances that form is used. Is it possible to have Leia mais

Responder Idéia Forms

3 avaliações positivas

2 Respostas

CPSCB

Colaborador(a)

Julho 03, 2023

+1 Use case: We want to maintain some brand agnostic properties because they are required for certain custom record types. We aren't making sep...Leia mais

Sarah_M on Fevereiro 09, 2021

Reporting for subscription type and date by contact count

According to Hubspot Support, there's no way to build a report for # of Subscribers (by specific subscription type) by Month by Count of Contacts. I simply want to report on number of new subscribers monthly to our blog subscription.

Responder Idéia Dashboards & Reports

102 avaliações positivas

20 Respostas

CPSCB

Colaborador(a)

Março 20, 2023

We are testing this solution from @karstenkoehler as a workaround: List of Email Subscriptions + entering date

RebeccaAM on Janeiro 05, 2021

Ticket (Status) Aging

I'd love to see a way to report on ticket status aging. We track how long our deals sit in a stage and often our tickets mirror that. The next best option would be to see how old a ticket is.

Responder Idéia Tickets

18 avaliações positivas

5 Respostas

CPSCB

Colaborador(a)

Março 02, 2023

+1 for @RebeccaAM suggestion Use case : Elevate ticket priority for tickets that have been open (regardless of last activity date) longer than...Leia mais

jeandevesvrotte on Novembro 15, 2022

Onboarding management tool

To be able to onboard employees of a company on HubSpot, it would be nice to have a dashboard with the listing of all the employees to be onboarded and to have a visualization on what they have done: - Installation of the HubSpot extension - Con Leia mais

Responder Idéia Users & Teams & Permissions

2 avaliações positivas

1 Respostas

CPSCB

Colaborador(a)

Janeiro 20, 2023

There are a number of drivers behind our need for better User management, including onboarding and offboarding. Organizational growth, creating a dat...Leia mais

CPSCB on Junho 07, 2022

Visual Indicator of Record Type and Status

Use case: When navigating between associated objects, our users often get confused about what type of record they are working with and look for properties or options that are not available on that record type, e.g. a user navigates from Contact t Leia mais

Responder Idéia Contacts & Companies

0 avaliações positivas

1 Respostas

CPSCB

Colaborador(a)

Junho 07, 2022

Related to this idea from @shulcher : Allow a property to "color" code the Contact and/or Company record

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