プロフィール

RHudman
参加者
コミュニティー参加日: ‎2 7, 2024
  • ベストアンサー数
    0
  • 件の返信
    4
  • いいね!した数
    3
  • いいね!獲得数
    5
  • ご意見・ご提案
    3

自己紹介

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Robert Hudman

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アクティビティ

C-Note 12月 12日, 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 続きを読む
288 いいね!
132 コメント
参加者
6月 01日, 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 I...続きを読む
RHudman 5月 23日, 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 続きを読む
MarkDJ 7月 05日, 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 続きを読む
7 いいね!
2 コメント
参加者
4月 17日, 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 ...続きを読む
RHudman 3月 07日, 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 続きを読む
3 いいね!
4 コメント
参加者
4月 11日, 2024
Thanks @WinnieHien How do I keep a track of this? Critical update for me.
PAlessiKrarup 4月 08日, 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 続きを読む
8 いいね!
4 コメント
参加者
4月 11日, 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 6月 18日, 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 続きを読む
33 いいね!
7 コメント
参加者
3月 28日, 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 ...続きを読む
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