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Carly_Farlow
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Member since ‎Apr 24, 2018
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  • Replies
    18
  • Upvotes Given
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Activity

JimL on December 02, 2021
Views - Allow Super Admins the ability to edit and save any existing View, regardless of ownership
Would be nice for Super Admins to be able to edit and save any existing view, regardless of the owner/creator. You can only edit the views that are "Created by me". For example if one Super Admin creates a "default" view for users, and it needs read more
Reply Idea Users & Teams & Permissions
12 upvotes
5 Replies
M_Dayton
Participant
May 05, 2022 13:50
Also, as a Super Admin that empowers our org to use Views, I won't need to play detective to find the owner of the view to edit it or update it with ...read more
Solved
Carly_Farlow on February 24, 2021
Line Item Implementation & Renewals
Hey HubSpot Community! We are looking to implement line items possibly. I would love to talk to a fellow HubSpot Admin who has already done this and get any tips/learnings from doing so. I'd also love to learn how you track renewals using line i read more
Reply Discussion Professional
3 upvotes
8 Replies
KConradKBX
Participant
November 23, 2021 13:53
Hi all, looking for the same thing here at another start-up. Would love to get a conversation going if you're all still going through the paces of it...read more
JessicaReed on September 23, 2019
Create folders within 'attachments' section to easier manage documentation.
I am wondering if there is a way to upload the 'attachments' on a contacts page to be in folders instead of just uploading into a bit of an unorganised mess. If that makes sense. For example with recruitment purposes, if we could create a 'C read more
Reply Idea Contacts & Companies
91 upvotes
48 Replies
CvanNiekerk
Member
March 14, 2022 04:05
Another Upvote , cant scale without folders or attachment lables. As soon as there is more than 5 attachments it becomes a pain to find relevant info...read more
Carly_Farlow on October 25, 2021
Activity Log for Line Items
Just as you can tell who last update a contact, company, or deal - it would be awesome to know who created or last updated a line item. Especially as we train our sales, strategic solutions, and customer success team to use the line items.
Reply Idea Admin CRM Deals
0 upvote
0 Reply
SCarlisle on September 30, 2021
Update Line Items
We realized after our initial setup of line items that we could have organized them in a better way. So we created new line items and want to update the old deals to utilize these new line items. Unfortuneately, this is not something that can easliy read more
Reply Idea Products and Quotes
2 upvotes
2 Replies
FernandoVW
Member
February 05, 2022 15:37
Upvote! We definitely need line items in Deals to be updated when product library changes (i.e. pricing).
DKilpatrick on October 20, 2021
Add line item as a requirement when a deal is created or changed
At this time an use of a line item within a deal is not a required field nor can it be chosen as a requried feild. It would be very helpful to us from a reporting and a orgainzaitonal level if we could add the use of a line item as a required field read more
Reply Idea Deals
6 upvotes
2 Replies
JoshBodine
Member
May 10, 2022 16:01
This is a must have as it prevents us having to check whether a line exists in the workflow and creating a task for the user to complete, which is th...read more
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