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Marcy_Chand
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Member since ‎Nov 6, 2023
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  • Upvotes Given
    5
  • Upvotes Received
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  • Ideas
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Marcy Chandler

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Activity

PaulSandquest on January 29, 2021
We have an issue where our customer meeting links are showing the properties we use as tokens in the meeting title. For some unknown reason, these properties display randomly at the bottom of the meeting invitation in the customer's calendar inv read more
26 upvotes
6 Replies
Participant
August 02, 2024
This is still needed till this day! For medical places this could be against HIPPA, especially now that people are allowed to add guests. There is no...read more
Marcy_Chand on August 02, 2024
I would love to see more reporting options. The lack of options we can put into a report is frustrating. I am trying to build what I feel like is a very basic report on Sales Activities for Sales People. I would love to see options of like Number read more
Solved
michaeljay201 on December 07, 2021
How can I filter the First Name field to find all contacts in which the First Name includes a space? Example: John M. Taylor ... First Name contains a space between "John" and "M." I have made several attempts at Filtering the First Nam read more
3 upvotes
8 Replies
Participant
July 21, 2024
It doesn't appear this is possibly using Operations Hub either. I tried to build a workflow using format data, you can cut characters but when you ad...read more
CBN on May 31, 2023
Please refer to this topic: https://community.hubspot.com/t5/CRM/Filter-Contacts-with-First-Names-containing-Spaces/m-p/718987 @kvlschaefer - please let us know when this will be prioritized.
14 upvotes
7 Replies
Participant
July 21, 2024
I think its crazy its 2024, and there is still not a solution for this but to upgrade to operations Hub. This should be something we can easily accom...read more
Marcy_Chand on May 28, 2024
We have a report that just shows the number 12. That is 12 deals that are in a certain stage. When we click the 12 it just duplicates the people over and over again. I would love to be able to click 12 and only see the information we want to see lik read more
Solved
AHinds on January 04, 2024
Is there a way to run a report that shows the current status of deals. All the reports I can see show deals that have GONE thru deal stages. It counts all of the deals that have gone thru a stage. What i require is the one report that shows a coun read more
0 upvote
2 Replies
Participant
April 08, 2024
The deal status report is SUPER limited. We had to make one for every little thing we wanted to see as Won, Loss or Open. You can only use the Deal s...read more
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