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Daveonearth
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Membro desde ‎nov 2, 2018
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Daveonearth on Agosto 17, 2023
"Actioned performed by user" property
The use-case here is to be able to trigger or not trigger a workflow depending on which user performed the trigger action. In our case, we have sales agents who move deals to a lost stage with a specific action that the backend data captures ne Leia mais
Responder Idéia Deals
0 avaliações positivas
0 Respostas
LukeAtAkitaBox on Setembro 04, 2019
Changing names of Attached Files.
It would be helpful if attachments could be renamed once uploaded. This helps if there is an addendum or renewal to a contract and previous contracts need to have a more specific name.
Responder Idéia File Manager
64 avaliações positivas
49 Respostas
Daveonearth
Participante
Março 14, 2023
such an important feature. So many of our contracts are scanned in by printers and named things like "Samsung X55 Scanner.pdf" The mission to do...Leia mais
WWilson on Abril 29, 2021
Report on Historical Property Values (Audit Trail)
Being able to report on data that has changed in records is a big business need. Identifying which record properties changed, along with their previous and new values and the user that changed the data, would satisfy audit requirements. The leg Leia mais
Responder Idéia Contacts & Companies
67 avaliações positivas
18 Respostas
Daveonearth
Participante
Maio 24, 2022
We are currently having our annual audit and the auditing company has requested a report on all deal amounts that were changed. This clearly has...Leia mais
JoeMayall on Abril 23, 2020
Attachment Upload for the iOS App
It would be great to be able to upload attachments to a contact record through the iOS App. This feature has been Delivered for the Android app: https://community.hubspot.com/t5/HubSpot-Ideas/Attachment-Upload-for-Mobile-App/idi-p/25227/page/ Leia mais
Responder Idéia Mobile Applications
150 avaliações positivas
73 Respostas
Daveonearth
Participante
Maio 16, 2022
So basically the main function we need to send clients and leads attachments has not been added? WHY???? My team can't use Husbpot properly becau...Leia mais
JoeMayall on Abril 23, 2020
Attachment Upload for the iOS App
It would be great to be able to upload attachments to a contact record through the iOS App. This feature has been Delivered for the Android app: https://community.hubspot.com/t5/HubSpot-Ideas/Attachment-Upload-for-Mobile-App/idi-p/25227/page/ Leia mais
Responder Idéia Mobile Applications
150 avaliações positivas
73 Respostas
Daveonearth
Participante
Maio 16, 2022
So basically the main function we need to send clients and leads attachments has not been added? WHY???? My team can't use Husbpot properly becau...Leia mais
HubspotUser12 on Setembro 19, 2018
Incoming Chat Notifications Not enough
We have big problems to notice when a visitor is chatting with us, the sound is not enough at all, and notifications are not enough. We suggest to use another way to notify, maybe a native software app to manage chats, I don't know, but we are m Leia mais
Responder Idéia Conversations
87 avaliações positivas
77 Respostas
Daveonearth
Participante
Maio 04, 2021
This has been an ongoing feature request for so long and it makes no sense to me how they have ignored it. If chat is part of your strat then just ac...Leia mais
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