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joverholt
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Membre depuis ‎févr. 4, 2019
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John Overholt

Operations specialist with over a decade of experience

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gaylebrimble le Février 01, 2017
Exporting User lists
I have 60+ users that cross 4 regional teams in our HubSpot System. Is there a way I can "Export" the list of users? I want to export the names, data sort into regions and then send out to do a regular audit to ensure any staff that have left the Lire la suite
Répondre Discussion
56 Mentions J'aime
18 Réponses
joverholt
Contributeur
Juin 24, 2021
Thank you for the update Flora. quick question on this new feature. does the export allow us to get the users "internal value" number as well? tha...Lire la suite
EvaDixon le Août 14, 2018
Option to enable/disable attachments saving to Companies/Contacts
It would be great to have the option to disable email attachments from being automatically saved to Companies / Contacts. There is no need for us to store this information in Hubspot and often the same file is saved multiple times (if the same atta Lire la suite
Répondre Idée Contacts & Companies
82 Mentions J'aime
39 Réponses
joverholt
Contributeur
Décembre 18, 2020
Walden, Hubspot has rolled out an opt out option for email attachments. here is a link to their guidance. hope this is helpful for you h...Lire la suite
RashaAbdAllah le Janvier 13, 2019
Attachments
I think we need to add a feature to stop automatic adding the attachments from the received emails so any user should be able to enable or disable this option.
Répondre Idée Contacts & Companies
56 Mentions J'aime
22 Réponses
joverholt
Contributeur
Octobre 14, 2020
Hubspot has rolled out an opt out option for email attachments. here is a link to their guidance. https://knowledge.hubspot.com/connected-email...Lire la suite
Aelia le Avril 03, 2020
Audit Trail
We have multiple marketing users on Hubspot with similar access. In case there is an error (someone accidentally made a change to a workflow/someone set up something that we don't need), it is harder to track if there were more such changes made els Lire la suite
Répondre Idée Account Settings
20 Mentions J'aime
7 Réponses
joverholt
Contributeur
Juin 18, 2020
In addition this level of change management reporting. It would also be useful to be able to report users by roll and which have the ability to crea...Lire la suite
gaylebrimble le Mars 30, 2017
HubSpot USER csv export option
I have 60+ users that cross 4 regional teams in our HubSpot System. It would be extremely useful to "Export" the list of users? I want to export the names, data sort into regions and then send out to do a regular audit to ensure any staff that hav Lire la suite
Répondre Idée Account Settings
120 Mentions J'aime
26 Réponses
joverholt
Contributeur
Juin 18, 2020
I would aslo like to be to be able to report on which users can create and edit properties.
Iman1 le Février 04, 2020
Monitoring User Activity
Hi, Can we please have a function that allows us to report on user activity (e.g. last login time, created contact, deleted contact) etc.) Can we also have an auditing field on properties e.g. last amended by? Kind regards, Iman
Répondre Idée Account Settings
11 Mentions J'aime
2 Réponses
joverholt
Contributeur
Juin 18, 2020
I would aslo like to be to be able to report on which users can create and edit properties.
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