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SDiscepolo
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Member since ‎Oct 10, 2023
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Shay Discepolo

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Activity

k1m on April 22, 2024
Associate Tickets with Invoices
We need to be able to associate Tickets with Invoices. Currently, once an invoice is synced from XERO to a Contact, using the HubSpot | Xero app, we can assoicate our Invoices in the Invoice Object with Companies, Deals and Contacts. But we cannot read more
Reply Idea Tickets
16 upvotes
2 Replies
SDiscepolo
Participant
August 16, 2024
This is vital for our organization. If we could invoice from a ticket, it would allow us to track service orders against the tickets. As it stands,...read more
Solved
DZoladz1 on April 11, 2022
A field in all caps showing up lowercase in a report
Does anyone know of a way to prevent HubSpot from changing a custom field (string) that is entered in all CAPS to lowercase on a report? Thanks... (i.e. in the field (deal property) Q4 FY22 => displays on the report => q4 fy22)
Reply Discussion Dashboards Reports
9 upvotes
7 Replies
SDiscepolo
Participant
August 08, 2024
This really can make dashboard reporting non-functional in some cases when everything pushes out as all lowercase. Specifically, we have a report o...read more
amiller_ism on January 25, 2021
Report Export Permission Separate from Contact Exporting
Our sales team does not have access to export contact records, but they do need the ability to export reports. The current permission is all or none, so now we (marketing admins) have to pull the reports and send it to them. It would be great to mod read more
Reply Idea Users & Teams & Permissions
73 upvotes
26 Replies
SDiscepolo
Participant
July 03, 2024
This seems like a very basic function missing from HubSpot. Our reps need to be able to extract reporting data but we need to keep our contact datab...read more
yorambaron on March 12, 2020
Chatflows only support contact and companies properties
When you create a new action in the Chatflow, the "Save to HubSpot property" displays only contacts and companies property. I would expect that Ticket properties will be displayed as well. Regards, Yoram
Reply Idea Tickets
41 upvotes
7 Replies
SDiscepolo
Participant
June 04, 2024
This seems like it should be a basic function to allow ticket properties to populate from a TICKET GENERATION chat tool. Our "contacts" are long-ter...read more
DSchroeds on March 09, 2022
Adjust column width in quote template
I would like to see the ability to adjust column widths in the quote template builder. Seems that the defaults waste space in some columns and do not allocate enough space for others. For example, I find that the SKU column is just a little to sma read more
Reply Idea Analytics Tools Sales Documents
18 upvotes
7 Replies
SDiscepolo
Participant
April 26, 2024
DITTO on " We have the same issue with the description column being allocated the same surface space as the quantity column, meaning the text wraps i...read more
KCadogan on August 23, 2023
Restrict users from adding deal splits
Hello - We were planning on turning on Deal splits for the company but only wanted certain members of SalesOps and RevOps to have the ability to view/add/edit those deal splits. For example, we have the Company owner property on the Company obje read more
Reply Idea Deals Properties Users & Teams & Permissions
4 upvotes
3 Replies
SDiscepolo
Participant
December 28, 2023
We also need to be able to restrict who can add or edit deal splits to a deal.
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