Member since ‎Feb 7, 2024
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Robert Hudman

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C-Note on December 12, 2018
I really need the ability to create reports using OR filters instead of just AND filters. For example, we use fields like AC1 and AC2 when a contact has multiple accounts. When I create a report, I want to be able to see if there are customers wit read more
132 Replies
June 01, 2024
I am just getting into reports after shelling out some pretty decent money for HubSpot. No OR logic in filters for reports....what the?? Then more
RHudman on May 23, 2024
Hi Guys I like the Outlook Add-in, and being able to add the sender as a new contact. However, I would like to be able to add new contact from those that are in the CC (not the sender). This was available when using Zoho CRM and their read more
MarkDJ on July 05, 2022
I work with multiple queue's in order to organize tasks for several projects and timeblocks to spend on it. That works nice, but sometimes I forget to add a queue to a task which then does not show up in the queue. I tried to find whether you can m read more
2 Replies
April 17, 2024
I really want to make this a mandatory item as well. As an added benefit, it would be great to have default Que settings. For example: If more
RHudman on March 07, 2024
Hi Guys I would really like the ability to be able a card inside one records (e.g. Deals) showing fields from an associated record (e.g. Company). Currently this can be done is table format card only. What I would like to be able to do is u read more
4 Replies
April 11, 2024
Thanks @WinnieHien How do I keep a track of this? Critical update for me.
PAlessiKrarup on April 08, 2023
I'm currently not able to automatically associate any type of record via workflows after the record has been created. I need to build things like: If new contact is associated with a company, then associate that contact with all custom objec read more
3 Replies
April 11, 2024
I would really like to see this made available. I want to add certain contacts to deals with specific associations based on certain deal fields.
MErvin on June 18, 2021
Right now when a workflow triggers a marketing email, there is no way to view the actual email the customers gets. It would be useful to see the full email, the same way the Chrome Extension show full emails on the Contact record. This would all read more
7 Replies
March 28, 2024
Hey Guys Just moved to HubSpot and SHOCKED that I cannot see specific emails sent to contacts....whaaat!?! This is a CRM guys, users need to more
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