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TChappell5
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Member since ‎Aug 8, 2023
  • solutions
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  • Replies
    10
  • Upvotes Given
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  • Upvotes Received
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  • Ideas
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Teresa Chappell

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Activity

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TChappell5 on May 15, 2024
Is there a way to utilize a workflow so if a user sends an email along with tracking that will add a Task to their to-do list to follow up if that email has not been opened in x amount of days? I can see how to add the email open as a trigger for a read more
0 upvote
2 Replies
Solved
TChappell5 on May 13, 2024
Is there a way within a "Note" or "Task" when using the "@" symbol to tag users, can you create a Group of users to utilize this? So let's say there's a group of users I always want to tag to certain notes on certain records, i.e. the "San Diego Te read more
2 upvotes
3 Replies
Participant
May 13, 2024
We do have Teams set up but when I try to start typing "@" and then a team name, they don't pop up like user names do. Am I missing a setting somewh...read more
Solved
TChappell5 on May 13, 2024
Is there a way within a "Note" or "Task" when using the "@" symbol to tag users, can you create a Group of users to utilize this? So let's say there's a group of users I always want to tag to certain notes on certain records, i.e. the "San Diego Te read more
2 upvotes
3 Replies
Participant
May 13, 2024
We do have Teams set up but when I try to start typing "@" and then a team name, they don't pop up like user names do. Am I missing a setting somewh...read more
TChappell5 on May 01, 2024
We have added the Clutterless add-on to our HubSpot account. Is there a way to do a report that shows recent news for company records?? I can't seem to find any way or articles that reference this. We aren't as pleased with the Clutterless functi read more
0 upvote
1 Reply
DarlaM on May 17, 2021
Being able to mass edit and delete contacts, companies, deals, and custom objects is very helpful, and it would be nice to be able to filter list views and mass delete and edit for activities and meetings as well. You could filter based on date, use read more
39 upvotes
3 Replies
Participant
January 31, 2024
Yes, needed. We are trying to do some cleanup and it would be great to filter emails by users and do a mass delete
Solved
TChappell5 on November 14, 2023
Is there a way to export the activity data from a custom object? We currently have custom object "Investment Companies" but I don't see where we can do any kind of export. If not, is there a workaround? Thanks!
0 upvote
3 Replies
Participant
November 14, 2023
@karstenkoehler - Can you provide more detail on how I could create a report to show all the notes for a custom object? I tried creating one as a ...read more
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