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JamesCousins
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コミュニティー参加日： ‎1 23, 2019
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  • いいね！した数
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James Cousins

James Cousins is a data geek, basically, who does a lot of customer support work. He creates videos, provides phone and email-based tech support to his company's customers, and loves helping people work towards using data for meaningful projects.

アクティビティ

trisaratops 5月 10日, 2017
Option to sync conversations thread assignment to contact ownership
Hi there HS Community, We're excitedly trying out the Chat feature, and noticed that if a sales rep starts chatting with an unowned/new visitor that they don't then get auto-assigned (via the HS Owner field) to that rep. I naturally went to th 続きを読む
返信 アイデア Conversations Workflows
40 いいね！
8 コメント
JamesCousins
投稿者
2月 19日, 2019
I am seconding most people's specifications here. In our case, we create tickets based off of "Conversations" pretty much immediately (when the circu...続きを読む
解決済み
zachallen 6月 13日, 2018
The ticket board doesn't include Customer and Contact info
We are in the process of implementing the Service Hub. In testing out managing groups of tickets, we quickly found that there's no customer or contact visible on the ticket board window. There's no available customer or contact field availible to 続きを読む
返信 ディスカッション
14 いいね！
12 コメント
JamesCousins
投稿者
2月 07日, 2019
Hey, I wasn't sure if that represented a fix for this idea or not. My company would still have the desire to customize the tooltip further becaus...続きを読む
解決済み
zachallen 6月 13日, 2018
The ticket board doesn't include Customer and Contact info
We are in the process of implementing the Service Hub. In testing out managing groups of tickets, we quickly found that there's no customer or contact visible on the ticket board window. There's no available customer or contact field availible to 続きを読む
返信 ディスカッション
14 いいね！
12 コメント
JamesCousins
投稿者
2月 07日, 2019
Hey, I wasn't sure if that represented a fix for this idea or not. My company would still have the desire to customize the tooltip further becaus...続きを読む
解決済み
AnswerLinksMeg 11月 20日, 2018
"Standard" properties/modifying HubSpot properties
I need the Phone Number's field to take the numbers from this: (814)xxx-xxx 814.xxx.xxx 814-xxx-xxx etc To a standard Phone Number format of my choosing, like: (814) xxx-xxxx We also cannot edit default properties, correct?
返信 ディスカッション
2 いいね！
5 コメント
JamesCousins
投稿者
2月 05日, 2019
Hi MFrankJohnson, Thanks for your response. I wanted to circle back and mention I was able to modify the property to meet our business needs. I als...続きを読む
golfpromal 2月 14日, 2017
GoToMeeting integration to Meetings
I use the meeting tool extensively in my business. All of my customer meetings are handled remotely and I use GoToMeeting for each. My HubSpot Meeting tool is connected to my Google Calendar, and my GoToMeeting instance is connected to my Google C 続きを読む
返信 アイデア Integrations Meetings
107 いいね！
53 コメント
JamesCousins
投稿者
1月 25日, 2019
I'm not sure what it's worth in the grand scheme of things, but I wanted to hop on a second this idea also. Not being able to integrate GoTo Meeting ...続きを読む
解決済み
AnswerLinksMeg 11月 20日, 2018
"Standard" properties/modifying HubSpot properties
I need the Phone Number's field to take the numbers from this: (814)xxx-xxx 814.xxx.xxx 814-xxx-xxx etc To a standard Phone Number format of my choosing, like: (814) xxx-xxxx We also cannot edit default properties, correct?
返信 ディスカッション
2 いいね！
5 コメント
JamesCousins
投稿者
2月 05日, 2019
Hi MFrankJohnson, Thanks for your response. I wanted to circle back and mention I was able to modify the property to meet our business needs. I als...続きを読む
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