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AndrewShaw
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Member since ‎Nov 28, 2018
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Activity

JKlebanow on March 09, 2021
Associate Custom Object to Companies
Currently, custom objects can only be associated with contacts. It would be great if I can associate to companies. For example, if I have a custom object, "Virtual Events" and we focus on companies rather than contacts when it comes to invitati read more
Reply Idea Custom Objects
3 upvotes
4 Replies
AndrewShaw
Participant
March 12, 2021
You're welcome! Hope you get it sorted
JKlebanow on March 09, 2021
Associate Custom Object to Companies
Currently, custom objects can only be associated with contacts. It would be great if I can associate to companies. For example, if I have a custom object, "Virtual Events" and we focus on companies rather than contacts when it comes to invitati read more
Reply Idea Custom Objects
3 upvotes
4 Replies
AndrewShaw
Participant
March 12, 2021
You're welcome! Hope you get it sorted
kthng on October 26, 2020
Filter custom object based on associated company records
Posting on behalf of a customer! The current custom object tool does not allow for us to filter/create a list of custom objects based on the company associated as well as based on the properties of a custom object. It will be great if we c read more
Reply Idea Custom Objects
224 upvotes
64 Replies
AndrewShaw
Participant
March 10, 2021
@DinDjarin i might misunderstand what your challenge is, but you can associate customer objects with any other object (deal, company, contact etc) ...read more
beck on September 12, 2019
Add a 'Trafic Light' 'RAG' Color Indicator Deal Property
Please add a 'Field Type' option in 'Create a new property' for color indicator. This would allow the use of a traffic light indicator for key properties on the deal, meaning the health of the deal would immediately be visible. Even better! read more
Reply Idea Deals
24 upvotes
9 Replies
AndrewShaw
Participant
March 08, 2021
This seems to me like a simple change that would have massive impact for displaying customer health (helping to position HuBSpot against the likes of...read more
Siddall on June 22, 2017
Define our Fiscal Year / Quarters
We have a lot of very nice "This Quarter", "Last Quarter", "Next Quarter" filter functionality in HubSpot CRM....buuuuut, if your Company's Fiscal Year is not the same as the Calendar Year (as many are not), this "Quarter" filter functionality is no read more
Reply Idea Lists Sales Reporting
282 upvotes
170 Replies
AndrewShaw
Participant
February 22, 2021
@SWilcox @MattPutt I'm with you too! Nice to have a stepping stone (ie being able to specify your fiscal year), but until you can use fiscal year...read more
kosti_h on July 08, 2019
Copy account setup between hubs
We would like to be able to copy account setups (custom properties etc) between accounts. We have an integration between our own product and HubSpot, and for testing purposes we would like to have multiple accounts with same settings. Now we have qu read more
Reply Idea Account Settings
6 upvotes
3 Replies
AndrewShaw
Participant
January 07, 2021
Agreed - there is the facility to export the all property details, for example - it would be great if we could import those into a new portal to "aut...read more
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