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charliepinker
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Miembro desde ‎jul 18, 2018
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Charlie Pinker

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

Actividad

kikidee125 en Agosto 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 Leer más
Responder Idea Dashboards & Reports
1 Me gusta
1 Respuestas
charliepinker
Colaborador
Marzo 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...Leer más
NicoleSengers en Febrero 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 Leer más
Responder Idea Contacts & Companies Workflows
967 Me gusta
253 Respuestas
charliepinker
Colaborador
Marzo 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...Leer más
brent1 en Enero 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 Leer más
Responder Idea
137 Me gusta
40 Respuestas
charliepinker
Colaborador
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...Leer más
SamuelBanks en 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 Leer más
Responder Idea Users & Teams & Permissions
7 Me gusta
1 Respuestas
charliepinker
Colaborador
Marzo 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...Leer más
charliepinker en Marzo 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 Leer más
Responder Idea Calling
9 Me gusta
0 Respuestas
charliepinker en Marzo 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 Leer más
Responder Idea Calling
17 Me gusta
3 Respuestas
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