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Lourdes
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Mitglied seit ‎Jun 18, 2019
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Aktivität

taylorfriss on Juli 11, 2017
Export All Properties in CSV.
We just switched over to HubSpot from Salesforce and are trying to do an audit on which properties we have - so we can find duplicates and either merge or delete them. It would be great if we could export all existing Properties in our system with t Beitrag ansehen
Antworten Idee Account Settings Contacts & Companies
288 Likes
105 Antworten
Lourdes
Mitwirkender/Mitwirkende
Mai 29, 2020
Hubspot. It's been years now. Just throw up a link which exports to an Excel, and ideally, groups similar properties together. First column lists ...Beitrag ansehen
Gelöst
Michal_Stepien on September 10, 2018
Companies many to many relation
Hello, I have a question about companies many to many relation. We were looking at companies parent - child relations but unfortunately company can have only one parent. There is no way to add property that would allow creating many to many relatio Beitrag ansehen
Antworten Diskussion Contacts
4 Likes
4 Antworten
Lourdes
Mitwirkender/Mitwirkende
Januar 16, 2020
If you can have a "Parent," and you can have a "Child," why not have a "Sibling" company to indicate those who have a common parent? Bottom line,...Beitrag ansehen
HammockWeb on April 30, 2017
Scheduled Meetings View
I have quite a few scheduled events on my calendar. it would be helpful if there was a Scheduled Meetings page. Where I could see a list or calendar view of all meetings. I can currently see these meetings on my Google Calendar, but there is a probl Beitrag ansehen
Antworten Idee Meetings
304 Likes
110 Antworten
Lourdes
Mitwirkender/Mitwirkende
November 14, 2019
It's madness not to have a native calendar in Hubspot. It's foundational. Not having it has certainly not helped Hubspot adoption on our team. ...Beitrag ansehen
Court_CDS on Mai 03, 2017
Adjustable Columns in Contact & Company Views
PLEASE, PLEASE make the column width adjustable like Excel for example. Salesforce has this capability which allows for seeing many more data points on the Contact Record. Currently, I can see about 4-5 columns on a 24" monitor before I have to sc Beitrag ansehen
Antworten Idee Contacts & Companies
142 Likes
75 Antworten
Lourdes
Mitwirkender/Mitwirkende
September 27, 2019
@NCO , hi there, thanks so much for that workaround. That does work. (It bugs me to have more clicks than necessary, but it's better than nothing). ...Beitrag ansehen
Court_CDS on Mai 03, 2017
Adjustable Columns in Contact & Company Views
PLEASE, PLEASE make the column width adjustable like Excel for example. Salesforce has this capability which allows for seeing many more data points on the Contact Record. Currently, I can see about 4-5 columns on a 24" monitor before I have to sc Beitrag ansehen
Antworten Idee Contacts & Companies
142 Likes
75 Antworten
Lourdes
Mitwirkender/Mitwirkende
September 27, 2019
@NCO , hi there, thanks so much for that workaround. That does work. (It bugs me to have more clicks than necessary, but it's better than nothing). ...Beitrag ansehen
Lourdes on August 28, 2019
Forward an email to any contact record in Hubspot
Hi there. What I want is simple. It is Blue Sky. It is also lazy and unfair to ask for. I want, at the end of an email chain, to be able to forward to any record I want in Hubspot. Even if the contact's email was at the very beginning, and t Beitrag ansehen
Antworten Idee Activity Feed
2 Likes
3 Antworten
Lourdes
Mitwirkender/Mitwirkende
August 30, 2019
So a colleague just got off the phone with a potential partner. That colleague is not going to record the conversation in any way. I have to prompt h...Beitrag ansehen
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