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woody
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Mitglied seit ‎Mai 5, 2019
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woody on April 10, 2023
Hubspot 2FA makes me stress
Every **bleep** week, I have to deal with at least one user in my Hubspot portal struggling with 2FA. And what's worse? They don't even get the **bleep** notifications on the Hubspot app on their phone when they log in on their computer. And you kno Beitrag ansehen
Antworten Idee Admin Mobile App Notifications Professional
1 Likes
0 Antwort
VagaeNatus on September 02, 2018
Custom properties for Activities (Tasks, Meetings, etc.)
We currently have custom properties for contacts, deals, companies and tickets. We need custom properties for activities too, which means custom properties for task, meetings, calls, etc. Examples: - Calls: Aircall has to "print" text into the Beitrag ansehen
Antworten Idee Calling Meetings Tasks
391 Likes
121 Antworten
woody
Mitwirkender/Mitwirkende
Mai 18, 2022
This idea has 200 Upvotes and still in Not Currently Planned. And there are Ideas with 12, 69, 80, 120... Upvotes and in In Planning
CFMA on Juli 21, 2021
Deleted Tasks report
Please create a report that allows admins. to review tasks that were deleted, rather than completed. Right now, there is no race of any deleted tasks, so it is impossible to know which tasks were never handled.
Antworten Idee Tasks
2 Likes
2 Antworten
woody
Mitwirkender/Mitwirkende
April 04, 2022
This is a good idea. Upvoted. Or another way to manage deleted Tasks: add a "task is deleted" trigger in the workflow so it can create a notification...Beitrag ansehen
Gelöst
OliviaB on November 30, 2020
How to create a 'Today's date' date property.
I recently discovered this smart way to create and maintain a 'Today's date' property using workflows. This can then be used in reporting, workflows and lists. To do this you can follow these steps: 1) Create a custom date field property Beitrag ansehen
Antworten Diskussion CRM
58 Likes
82 Antworten
woody
Mitwirkender/Mitwirkende
Februar 20, 2022
@JLogeot : Yes, it still works well for me by now and doesn't have any problem.
Gelöst
OliviaB on November 30, 2020
How to create a 'Today's date' date property.
I recently discovered this smart way to create and maintain a 'Today's date' property using workflows. This can then be used in reporting, workflows and lists. To do this you can follow these steps: 1) Create a custom date field property Beitrag ansehen
Antworten Diskussion CRM
58 Likes
82 Antworten
woody
Mitwirkender/Mitwirkende
Februar 20, 2022
@JLogeot : Yes, it still works well for me by now and doesn't have any problem.
Gelöst
OliviaB on November 30, 2020
How to create a 'Today's date' date property.
I recently discovered this smart way to create and maintain a 'Today's date' property using workflows. This can then be used in reporting, workflows and lists. To do this you can follow these steps: 1) Create a custom date field property Beitrag ansehen
Antworten Diskussion CRM
58 Likes
82 Antworten
woody
Mitwirkender/Mitwirkende
Februar 20, 2022
@JLogeot : Yes, it still works well for me by now and doesn't have any problem.
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