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pleach
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Member since ‎Sep 25, 2018
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Paulette Leach

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Activity

lauraalbr on April 08, 2020
We are trying to report on at what time our customers/leads are writing us on the live chat to adapt the availabilities of our staff. While it is possible to run this report manually (the export will tell you the time in the 'create date', not read more
45 upvotes
13 Replies
Member
April 19, 2022
Upvoting as well. This is critical to map staffing needs for coverage and to determine trends.
Arne on April 26, 2019
We have quite a number of workflows in HubSpot that classify, notify, assign tasks and owners. If such users are out of office, processes get stuck in the dead end waiting for the users to eg come back from vacation. We are using rotation in some c read more
Member
June 22, 2022
We can use a workflow to make an OOO message, but the contacts must be subscribers. If they are not, they wont enroll and won receive the message. ...read more
pleach on January 21, 2021
The HS created My Tasks report used to show ALL open tasks, regardless of due date. Any past due tasks would show in RED. All tasks would have a check box to allow you to close the task from the report screen. The report would sort the tasks by d read more
0 upvote
1 Reply
Community Manager
January 22, 2021
Hi @pleach Thank you for reaching out. Indeed I wasn't able to find a report like this in our Report Library, however it seems like e...read more
EvaDixon on August 14, 2018
It would be great to have the option to disable email attachments from being automatically saved to Companies / Contacts. There is no need for us to store this information in Hubspot and often the same file is saved multiple times (if the same atta read more
71 upvotes
35 Replies
Member
April 27, 2022
We would love to have a section where our company can store ONLY FULLY executed contracts. The attachments section get so clouded up from all email ...read more
Org3D on May 17, 2019
If I have a contact who has an attachment associated with them, I want to be able to search elements of that attachment. So I want to be able to search for specific words within that attachment. An example might be that I've attached resumes to each read more
63 upvotes
14 Replies
Member
May 31, 2022
Awesome idea
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