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SBenfield
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Member since ‎Feb 27, 2019
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  • Upvotes Given
    11
  • Upvotes Received
    13
  • Ideas
    3

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Susan Benfield

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SBenfield on November 29, 2022
Exporting Form Submissions by Date Range
Please add the capability to export form submissions by date range. Currently, when exporting, it includes all submissions for the selected form. It defeats the purpose of selecting a date range when viewing the submissions. This requires additional read more
Reply Idea Forms
3 upvotes
0 Reply
SBenfield on August 04, 2022
Managing Property Settings - Add Date Property Created Column
Please add a column to property settings/properties view that shows the date the property was created. Often I review the properties for contacts, companies, and deals and will remove ones that have not been used. I would like to avoid removing any read more
Reply Idea Properties
0 upvote
0 Reply
Jonnydk on August 15, 2021
Business Unit - Add-on - Hubspot Lifecycle Stage
Please allow users to create multiple standard " hubspot lifecycle stages " per business unit. This will allow us to use the standard HS reporting features that use this field e.g. Ads. This will save us from creating custom fields and lots of opera read more
Reply Idea Dashboards & Reports Marketing Reporting Workflows
35 upvotes
6 Replies
SBenfield
Participant
July 08, 2022
This is very much needed in our portal and surprised this is not already an option with the release of Business Units.
bcox on March 15, 2021
Locking primary email address of contact
We are running up against a consistent issue where we want a specific list of people to use a organizational email address and we want to be able to lock that email into the primary email field. Why? Issues arise when there is more than one read more
Reply Idea Enterprise
5 upvotes
3 Replies
SBenfield
Participant
June 06, 2022
I was excited to read this May 13, 2022 knowledge article in hopes this would solve the primary email address issue but....the problem still exists...read more
Jems212 on January 20, 2017
Update/Overwrite/Append Data Options for Contact Property Fields
Basically for each property I want 3 options to choose from: 1) Update value if blank 2) Append to value 3) Overwrite value Sample use case(s): Append Option: Notes Field I have a comments field on my contact form where someone sends us a query. read more
Reply Idea Contacts & Companies Forms
397 upvotes
120 Replies
SBenfield
Participant
March 17, 2021
Voting for this as well since we have a need to append a contact property instead of allowing a form submission to overwrite the field completely.
SBenfield on February 17, 2021
Filtering capabilities within "Manage Duplicates"
Is it possible to add the ability to filter contacts within the "manage duplicates" using contact properties? We are a global company and many team members manage contact data. Adding the ability to filter based on the contact's country or in our c read more
Reply Idea Contacts & Companies
4 upvotes
2 Replies
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