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charliepinker
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Member since ‎Jul 18, 2018
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  • Replies
    17
  • Upvotes Given
    44
  • Upvotes Received
    126
  • Ideas
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Charlie Pinker

I do Customer Success and Operational stuff for startup and early stage SaaS companies.

Activity

kikidee125 on August 29, 2023
Group property fields together in a chart
I'd like to recommend the ability to group properties together in a bar graph chart or pie chart when making a report. Right now I have to do work arounds by creating a new custom property field or assigning the same color to more than one property read more
Reply Idea Dashboards & Reports
1 upvote
1 Reply
charliepinker
Contributor
March 28, 2024
I have this requirement too. Let's say I want to view a pie chart of the different plans our customers on. But let's also say that I can group some p...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
967 upvotes
253 Replies
charliepinker
Contributor
March 06, 2024
Adding my vote. Indirectly related - association labels still don't seem fully-baked - it still doesn't provide a solution to the question "how d...read more
brent1 on January 04, 2018
Need to bulk associate Activities with a Deal
Most all other CRMs have the ability to bulk associate, or edit, Activities with a specific Deal. So if I want to go back and link emails, calls, tasks, etc., to a specific deal I currently have to do it on a one by one basis. This should be an easy read more
Reply Idea
137 upvotes
40 Replies
charliepinker
Contributor
May 16, 2023
Same here. If I want to associate emails already logged, with a newly created deal, I have to do each one manually. A better solution would be fo...read more
SamuelBanks on May 17, 2022
Conditional Sidebars Refresh On Save
Hey HubSpot We love the use of Conditional Sidebars in HubSpot, however, when we input data into a field that triggers a conditional segment/view - we need to remember to refresh for the segment to show. Whilst not ideal, this is okay, but our m read more
Reply Idea Users & Teams & Permissions
7 upvotes
1 Reply
charliepinker
Contributor
March 09, 2023
Agreed. Having to refresh the page is really problematic for us. There is important, mandatory infomation that needs to be entered within conditional...read more
charliepinker on March 08, 2023
Ability to choose audio device for inbound call ringing
With the inbound calling functionality, an audio ringing alert is played through the default system speaker (I'm on a Mac). My system speaker is set as my headset, which I only wear when I pick it up to make a call, so I'll never hear these noti read more
Reply Idea Calling
9 upvotes
0 Reply
charliepinker on March 08, 2023
Desktop notifications for inbound calls in the browser
Hubspot has recently launched Hubspot phone numbers (currently in beta) that support inbound calls. Currently the only way a user will know if an inbound call is being received is: An audio ringing sound through the system audio device A vis read more
Reply Idea Calling
17 upvotes
3 Replies
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