Jzitek

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Jacki Zitek

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RLandolt en Septiembre 23, 2024

Identify assets owned/used by deactivated users beyond Contacts, Deals, Companies

When deactivating users who own records (Contacts, Deals, Companies) in the system, you are given a summary of those records and options to reassign them. It would be extremely useful if other components of Hubspot were included on this list, su Leer más

Responder Idea Users & Teams & Permissions

1 Me gusta

2 Respuestas

Jzitek

Colaborador

Octubre 24, 2024

Also, I knew I had seen similar posts as I have wanted this feature for quite some time and I found these similar idea submissions: https://communit...Leer más

RLandolt en Septiembre 23, 2024

Identify assets owned/used by deactivated users beyond Contacts, Deals, Companies

Responder Idea Users & Teams & Permissions

1 Me gusta

2 Respuestas

Jzitek

Colaborador

Octubre 24, 2024

Also, I knew I had seen similar posts as I have wanted this feature for quite some time and I found these similar idea submissions: https://communit...Leer más

Resuelta

MariaKristians1 en Febrero 23, 2023

Capitalize more than one last name

Hi. I have a workflow that capitalizes first name and last name, but if the contact has more than one first name or last name, this is not formatted. Any idea on how to solve this?

Responder Conversación Enterprise

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6 Respuestas

Jzitek

Colaborador

Agosto 02, 2024

This helped me! Thank you!!

TWatkins9 en Junio 13, 2023

Original Source Error when Merging

Hi there, I've noticed when merging contacts that the "original source" field will update to reflect the most recent "original source" value of the two contacts. This seems to work the wrong way - the original source should reflect the oldest sour Leer más

Responder Idea Marketing Reporting Properties Sales Reporting

2 Me gusta

1 Respuestas

Jzitek

Colaborador

Abril 10, 2024

I recently noticed that same behavior with the new field "record source" after a merge as well. I decided to submit an idea for that as well, if you'...Leer más

Jzitek en Abril 10, 2024

Record Source Error when Merging

After merging two contacts, I noticed that the record source incorrectly displayed the record source of the newer contact rather than the older contact. Would love to see this behavior change so that we can rely on the record source field. Thanks!

Responder Idea Contacts & Companies

1 Me gusta

0 Respuestas

abrow en Marzo 01, 2021

See all the workflows a HubSpot user is referenced

Currently, Hubspot has the capability to show all the workflows a 'property' is referenced in. I would love to have this feature to be extended to show all the workflows a 'user' is referenced in as well. This would help when onboarding/offboarding Leer más

Responder Idea Workflows

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38 Respuestas

Jzitek

Colaborador

Febrero 14, 2024

Yes, please! Visibility to assignments from form submission notifications, lists, and views would be amazing as well!

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