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cstaffordlena
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Member since ‎Mar 5, 2019
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  • solutions
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  • Replies
    1
  • Upvotes Given
    11
  • Upvotes Received
    27
  • Ideas
    4

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Caitlyn Stafford

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Activity

cstaffordlena on September 06, 2022
Print Playbooks as Reference/Training Tool
Our team would like to be able to print a copy of our sales playbooks. This would be really useful in the onboarding/training process for new sales reps, as well as be a good reference tool for existing staff. Currently, there's not a feature to pri read more
Reply Idea Playbooks
4 upvotes
2 Replies
cstaffordlena on February 11, 2022
Remove deactivated users from dropdown selectors
We have been using the deactivate setting for employees who leave our organization to perserve historic records, etc. but it's annoying that they continue to show up in drop down lists for assigning tasks, companies, contacts, etc. If a user is dea read more
Reply Idea Users & Teams & Permissions
5 upvotes
2 Replies
cstaffordlena
Participant
February 11, 2022
Reply to Remove Deactivated Users from assignment options
Thanks for the suggestions, however I don't want to remove all mention/trace of deactivated users, however since they are no longer active I don't ha...read more
Solved
cstaffordlena on February 10, 2022
Remove Deactivated Users from assignment options
We have been using the deactivate setting for employees who leave our organization to perserve historic records, etc. but it's annoying that they continue to show up in drop down lists for assigning tasks, companies, contacts, etc. If a user is deac read more
Reply Discussion Enterprise
7 upvotes
11 Replies
cstaffordlena
Participant
June 25, 2021
Reply to Association function
Hi - I noticed this change as well and it's really annoying that it's at the bottom of email threads. So if multiple emails that aren't related to a ...read more
cstaffordlena on May 04, 2021
Meeting/Call Notes not being sent in notifications
It looks like something changed on Friday where now when we are mentioned in a note we get a notification, but previously the notification included the full text of what we were mentioned in - now you have to click in to HubSpot to see the full not read more
Reply Idea User Notifications
5 upvotes
1 Reply
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