warrendavey

Top Contributor | Diamond Partner

Member since

Message

solutions
54
Replies
141
Upvotes Given
84
Upvotes Received
208
Ideas
2

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Davey Warren

HubSpot CRM Expert helping businesses achieve operational success in their CRM.

Activity

Yunhui on June 24, 2019

New feature: Bulk Merge for Duplicates

Yas, we've got the feature of manage duplicates that's great. One thought is there's no way to bulk merge of contact and company duplicates, and you'll need to go through one by one manually. I'm wondering if there's a better way for us instead read more

Reply Idea Contacts & Companies

366 upvotes

140 Replies

AI5

Member

May 18, 2022 09:47

Hello! It looks like the request is long overdue . Any updates from HubSpot Team?

Solved

TMcGinnis2 on April 21, 2022

Ticket Tokens on Feedback questions

When a customer marks a feedback survey low and they click a link to provide feedback, this feedback gets emailed back to you. I want to add a token to the feedback portion so I can click a link to view the ticket. Currently I cannot add any tokens read more

Reply Discussion

0 upvote

2 Replies

warrendavey

Top Contributor | Diamond Partner

April 25, 2022 10:34

@TMcGinnis2 - Since the coding of the feedback page is not controllable yet this is not available at this time I believe.

Solved

AlexGurovich on September 17, 2019

Customize Top Navigation Menu

Hi, I'm new to Hubspot. The Top Navigation Menu has the header level options "Contacts", "Conversations", "Marketing", "Sales", "Service", "Automation" and "Reports". I want to: 1. Remove some of them 2. Position the remaining ones differently read more

Reply Discussion Custom Modules Design Manager Navigation Site Setup

5 upvotes

9 Replies

warrendavey

Top Contributor | Diamond Partner

April 01, 2022 09:36

You can add this functionality now for part of what you want. You can now change your HubSpot Navigation with our Chrome extension: https://...read more

Dylan on September 01, 2020

Custom objects in the main navigation

Custom objects are a key part of our business and should be accessible for all users in the main HubSpot navigation

Reply Idea Custom Objects

82 upvotes

23 Replies

KSchmidt8

Participant

May 02, 2022 07:11

C Goodwin Olsen, This is the exact thing we are looking for. The custom object users only need to view the custom object records. We are also mis...read more

warrendavey on March 14, 2022

Workaround to make "Associated company" required in deals adding

A couple of ways to accomplish this without the "Company" being required- Possible solutions: First Option, Create deals from "contact" or "company" records directly. This automatically associates the company to the deal when you are creating read more

Reply Discussion CRM

2 upvotes

1 Reply

TiphaineCuisset

Community Manager

April 11, 2022 05:39

Hi @warrendavey Thank you for sharing this workaround with the community I also want to share this idea in the Ideas Forum for anyo...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

276 upvotes

168 Replies

CPszenny

Member

March 03, 2022 12:21

Glad to see the functionality in the custom report builder. We need this as well. This would be very helpful in the standard reporting and dashboa...read more

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