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jpeluso
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Member since ‎Jun 4, 2018
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  • solutions
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  • Replies
    2
  • Upvotes Given
    43
  • Upvotes Received
    30
  • Ideas
    6

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Joe Peluso

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Activity

MHaverly on April 12, 2023
Selecting multiple contacts/companies/tasks with shift+click
Regarding the checkboxes on the left-hand side, in multiple areas (contacts page, companies page, tasks, lists, etc.): The ability to select one, scroll down, hold shift, and select another so that it selects all in between the first box and last bo read more
Reply Idea Contacts & Companies
43 upvotes
20 Replies
jpeluso
Participant
November 14, 2024
Today is November 14, 2024 and this functionality, which has been available on almost every piece of computer software I have ever used in my 42 year...read more
jpeluso on November 14, 2024
Prevent Forms from Updating Lifecycle Stage
Simple as that. I would like the option to have a form not automatically set/update the contact's lifecycle stage. Currently, there is no checkbox/toggle switch for this in the form settings. The only current option is to make the lifecycle sta read more
Reply Idea Forms
0 upvote
0 Reply
katiebroyles on December 12, 2022
Merged Record History
Recently I recognized a problem with merging records, specifically with contacts. We had a contact that had been duplicated because they used a different email, but the same phone # and name, however, they were not assigned to the same contact owner read more
Reply Idea Contacts & Companies Deals Properties Tickets Users & Teams & Permissions
11 upvotes
8 Replies
jpeluso
Participant
August 27, 2024
Just spent DAYS going back & forth with Hubspot trying to figure out how/why company ownership changed hands on a record, and eventually determin...read more
PCronin9 on June 21, 2023
Make "additional emails" easier to work with in Lists
I'd like to create a list of our contacts that have at least one additional email. I can't find a relevant field to use as a filter in creating a list of such contacts. Similarly, when creating a list of all contacts, I can't find a field to includ read more
Reply Idea Contacts & Companies Lists
41 upvotes
4 Replies
jpeluso
Participant
August 01, 2024
NEED this functionality! I am currently in **bleep** trying to build a list and this would have cut my work by at least 2/3. PLEASE add this, Hubspot...read more
NicoleSengers on February 21, 2022
Set Association Labels On Records via a Workflow
I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event f read more
Reply Idea Contacts & Companies Workflows
1090 upvotes
351 Replies
jpeluso
Participant
May 09, 2024
Awesome news, @MaggieB ! We would LOVE to be included in the Beta. Looking forward to next steps!
SLoo on May 09, 2022
Contact List filter for Number of associated companies
Hi team, It'll be great if we could filter a contact list by the number of associated companies. There isn't a direct filter for this in a list or workflow at the moment and it'll definitely benefit customers distilling these records. Thanks for read more
Reply Idea Lists
90 upvotes
36 Replies
jpeluso
Participant
April 23, 2024
This would be extremely helpful for data cleanup. You can kind of accomplish this by adding a contact > companies column in a contacts view, but y...read more
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