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LuciaDeNile
HubSpot Employee
HubSpot Employee
Member since ‎Aug 9, 2018
Message
  • solutions
    1
  • Replies
    8
  • Upvotes Given
    172
  • Upvotes Received
    61
  • Ideas
    10

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Lucia De Nile

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Activity

BenjaminSF on April 10, 2020
Customize what information is shown on information cards on right sidebar
Currently, there is no way to customize what information is shown on the right hand side bar within the information cards. For example, if you're in a contact record, the company contacts will be listed to the right, however it only shows thei read more
Reply Idea Contacts & Companies
199 upvotes
45 Replies
MVillarreal43
Member
August 01, 2022
This would be extremely helpful. In my case, there are two reasons this is really needed. First, I created a custom object that is no longer needed, ...read more
Victorian on June 24, 2020
Customize right bar in deals
Side bar to the right edit the fields that I see with contacts / company etc. I have custome contact field (primary contact yes/no) that I would like to have show up in the right side bar when staff is looking at a deal so they know who is th read more
Reply Idea Sales Reporting
3 upvotes
2 Replies
LuciaDeNile
HubSpot Employee
June 02, 2022
This feature is currently in private beta. We expect a public beta to be available sometime later in June 2022.
vanessahunt on July 07, 2020
Controlling and dependent property attributes needed
In Salesforce CRM you're able to define 'controlling' and 'dependent' fields in order to manage the selection of values between two fields that are related to one another i.e. Region and Country. If I select the region 'EMEA', then I need the 'Count read more
Reply Idea Reports
65 upvotes
10 Replies
PSoto
Participant
May 26, 2022
Esto es muy necesario!!! Por favor!
MikeD13 on May 04, 2021
Custom Mapping of Fields with Docusign Integration
Rather than limiting the custom field integration to "matched" options, users should be able to map additional fields when creating Custom Fields within the DocuSign integration to allow for more flexibility when pulling in pertinent data to a parti read more
Reply Idea Integrations
6 upvotes
4 Replies
cadyfraser
Member
July 07, 2022
Our org needs this so badly. We are an educational company and we need this desperately to send enrollment documents that will populate program name,...read more
lildobber13 on March 20, 2022
DocuSign Custom Fields Post-Beta
I know the DocuSign Integration is available for HubSpot and overall it works well; however, there is no way to add Custom Fields. We have a contract 99% complete; however, one field that is not available is Contact Phone Number, which seems like a read more
Reply Idea Integrations
2 upvotes
2 Replies
LuciaDeNile
HubSpot Employee
May 11, 2022
@lildobber13 could you upvote this idea , so we can get all requests on one posts? 🙂
Solved
Shan3 on May 20, 2021
Docusign integration
I keep reading that " you cannot sync information about contacts, companies, deals or documents between HubSpot and DocuSign". Am I right in my interpretation then that it is only custom property fields that you can sync with Docusign? This severel read more
Reply Discussion Starter
0 upvote
2 Replies
LuciaDeNile
HubSpot Employee
May 11, 2022
@Shan3 please upvote this Idea
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