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DFinger
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Member since ‎Jun 6, 2024
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  • Upvotes Given
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  • Upvotes Received
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  • Ideas
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David Finger

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DFinger on December 11, 2024
Need the ability to CC emails on our marketing/transactional emails!
6 upvotes
0 Reply
Participant
October 28, 2024
Moreover (and i think more importantly 🙂 Since the first invoice doesn't get created until its paid, there is no way to manually mark that in...read more
DFinger on October 28, 2024
A couple things seem short-sighted or half implemented here. My number one complaint is how quotes and invoices work together, especially for installments. First: 1. Why do you need to create a quote to create invoice installments. It would b read more
1 upvote
0 Reply
DFinger on September 10, 2024
Whenever you add a custom object record to an existing record, the system defaults to "Add Existing" ....I would like to change this to "Add New" By default (just how standard objects work!)
0 upvote
0 Reply
DFinger on July 17, 2024
Don't love how Hubspot turns PDFs into Hubspot files. I just want to attach a normal PDF to emails. Email recipients don't see the second page of the PDFs because the way Hubspot hosts the PDF.
Participant
July 02, 2024
Know any other workarounds to do this in an automated fashion. Open to paid software integrations.
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