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LGsmetz
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Member since ‎Sep 11, 2024
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Shane Metz

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LGsmetz on June 11, 2025
Contact Associations History missing Leads
Today when users open a Contact Record, Click Actions, and Click View association history they are provided with current and previous associations for Deals, Tickets, Meetings, Companies, Contacts, Tasks, Emails, Calls, Notes, and Custom Objects. H read more
Reply Idea Contacts & Companies
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LGsmetz on May 29, 2025
Property Settings Updates
Updates to Property Index. Navigate to Settings>Data Management>Properties. 1) More Columns with the ability to sort (arrow up/arrow down): Create Date, Updated Date, Updated by, Property Type, Sensitive Data, Description, Creation Source (CR read more
Reply Idea Properties
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LGsmetz
Participant
May 27, 2025
Reply to Filter Contacts with First Names containing Spaces
Monday-Thursday I'm at my desk cleaning up records until 10pm or so. First Name contains Space, Last Name contains Space, Email contains space sure ...read more
LGsmetz on May 02, 2025
Workflow Total Number Badges
All Workflows show the total number with color hexcode #425b76. If Needs Review is 0 it should also be #425b76. Instead 0 is red (#f2547d) and is distracting when it shouldn't be.
Reply Idea Workflows
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LGsmetz
Participant
April 22, 2025
Reply to HubSpot Zoom Integration and HIPAA Sub Accounts
HubSpot Support says, "The product team has confirmed that there is a limitation with HIPAA accounts. With these accounts, Zoom data can only be acc...read more
LGsmetz on April 22, 2025
HubSpot Zoom Integration and HIPAA Sub Accounts
We have a Zoom Workplace Business account connected to HubSpot using the standard integration. Within Zoom, we also maintain a HIPAA-compliant sub-account. When a user is moved to this HIPAA sub-account, they are removed from the HubSpot Zoom in read more
Reply Discussion Third-Party Apps
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