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Beka
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Member since ‎Aug 28, 2018
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  • Upvotes Given
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Rebekah Ladd

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Activity

Beka on January 06, 2023
Option to keep oldest field entry when merging contacts
Now that there is a new "Rules" section in contact properties, it would be great to have the ability to have a rule stating to keep the oldest field property when merging contacts. There are hubspot fields like original source and lifecycle st read more
Reply Idea Contacts & Companies
0 upvote
0 Reply
Beka on January 28, 2020
Controlling and Arranging Fields in Report Drill Downs
Previously in reports on dashboards, when you drilled down to a table view you could control the order in which the fields appeared by rearranging them in the data section of the editor. Now, you are not able to control this feature and there ar read more
Reply Idea Marketing Reporting Sales Reporting
55 upvotes
14 Replies
Beka
Participant
April 15, 2022
Hi all! Just wanted to share a work around that we are currently using for this. I clone the column or plot report so that all of the same filters ...read more
ndwilliams3 on February 02, 2017
Custom user profile properties
Like, contacts, deals and companies, it would be great if you could add custom user profile properties. There are times when you might want to include an owner token within an email, like a phone number, title or some other property that's outside t read more
Reply Idea Account Settings
85 upvotes
24 Replies
Beka
Participant
March 25, 2020
This would be great! Currently I am just making the body of emails smart and based on contact owner list. It's an ok workaround, but time creating ...read more
Beka on January 28, 2020
Controlling and Arranging Fields in Report Drill Downs
Previously in reports on dashboards, when you drilled down to a table view you could control the order in which the fields appeared by rearranging them in the data section of the editor. Now, you are not able to control this feature and there ar read more
Reply Idea Marketing Reporting Sales Reporting
55 upvotes
14 Replies
Beka
Participant
April 15, 2022
Hi all! Just wanted to share a work around that we are currently using for this. I clone the column or plot report so that all of the same filters ...read more
VagaeNatus on June 24, 2019
Date-filters: Improve Options Across all of Hubspot [Master Idea]
Idea: Make all Date-filters available everywhere they are relevant. Background: Hubspot is missing date-filters in multiple places and is not consistent (i.e. different date-filters are available at different places) about them. This iss read more
Reply Idea Contacts & Companies Deals Lists Marketing Reporting Sales Reporting
331 upvotes
50 Replies
Beka
Participant
December 31, 2019
@Gryzzly_io have you tried using a list for this? You would have a workflow like the following... Trigger: Installation date is known Act...read more
VagaeNatus on June 24, 2019
Date-filters: Improve Options Across all of Hubspot [Master Idea]
Idea: Make all Date-filters available everywhere they are relevant. Background: Hubspot is missing date-filters in multiple places and is not consistent (i.e. different date-filters are available at different places) about them. This iss read more
Reply Idea Contacts & Companies Deals Lists Marketing Reporting Sales Reporting
331 upvotes
50 Replies
Beka
Participant
December 31, 2019
@Gryzzly_io have you tried using a list for this? You would have a workflow like the following... Trigger: Installation date is known Act...read more
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