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Customer Success & Service

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Using custom code to change ticket company association
- Here is my scenario. I have some tickets which will come in with a company code in the subject line. example: 411 some text [zipele] I have the need to change the primary company association based on the text within the []. I have written custom code to pick out the appropriate text "zipele", in this ezample. What I need assistance is with looking this company code up in the companies module (it will match a custom field on the company) ...read more
My lefthand side contact panel details aren't showing
- Hi, I have set up my HS and noticed the first few contacts I manually entered showed more details in the left side along with the actions link and the little cog. This is no longer showing with new contacts being manually added. Does anyone know why and how to fix this? ...read more
How do I set up a workflow that changes a field based on inbound/outbound e-mail?
- In Hubspot HelpDesk you can use the built-in workflows to change the status of a ticket based on inbound/outbound e-mail. What I want to do is just set a property, "Waiting on", where the value is set to "Us" when an inbound mail is recieved on the ticket and to "Client" om any outbound mail on the ticket. The default workflow cannot be edited(?) and I struggle to find the proper triggers to replicate the workflow. I basically only wan ...read more
HubSpot Support for Hotkeys/Keyboard Shortcuts
- Hello HubSpot Team, First off, thank you for the great work you do every day. I am aware that you currently don't have hotkeys/keyboard support. I wish to suggest you include hotkeys where possible, specially the more intuitive ones that are expected to work. One example of basic shortcuts that should work is when you check some Tickets to delete them, having the "del"/"supr" key do the job instead of clicking the "delete" button ...read more
Tickets Created from Inbox, Calls, and Personal Conversations from non-connected channels
- I recently connected three channels - two forms linked to the help desk and one connected inbox. The forms are set to create tickets, the inbox is not. The forms are working just fine, but I'm having some issues with email and a HS phone number: 1. I've noticed that if someone emails a contact from their personal account email (not the email connected the Inbox), that a ticket is being created - how do I stop all conversations with contacts ...read more

JBrookes9 on October 10, 2024

Some files are unavailable for some customers

Hi There, Our website hosted on HubSpot is currently down, the status page for HubSpot https://status.hubspot.com/ states everything is operational however we have a message in our console; "Some files are unavailable for some customers Some read more

Reply Discussion Website Pages

0 upvote

2 Replies

JBrookes9

Member

October 10, 2024

JPair on October 10, 2024

Why Is My Idea Not Appearing in My Profile?

When I create an idea but it doesn't appear in the profile, what is the reason? __________________________________

Reply Discussion Starter

0 upvote

1 Reply

kennedyp

Community Manager

October 10, 2024

Hey @JPair ! New threads and comments to the Ideas Forum are moderated and approved by the Community Team. Typically these posts can take up to 24...read more

DanaIrvine on October 10, 2024

Using custom code to change ticket company association

Here is my scenario. I have some tickets which will come in with a company code in the subject line. example: 411 some text [zipele] I have the need to change the primary company association based on the text within the []. I have written c read more

Reply Discussion Enterprise

0 upvote

2 Replies

DanaIrvine

Contributor

October 10, 2024

This sounds perfect, but that item is not available to be added to our environment. I tried in our sanbox and production environments.

Solved

HelBle on October 10, 2024

How to add an item to the gray box within a ticket

Hello! I'd like to add ticket category to the gray box just below ticket owner to make the category field a little more obvious. Is there a way to edit this box to include more fields?

Reply Discussion Tickets

0 upvote

5 Replies

karstenkoehler

Hall of Famer | Partner

October 10, 2024

@HelBle I'm not aware of any ways to customize this box specifically. You would have to adjust the "About this ticket" card directly below as a wor...read more

LCunningham1 on October 10, 2024

Success Health Scores

Has anyone managed to successfully build customer Health Scores using the new beta feature yet? I have just enabled our after a lot of back and forth on the best way to configure as it's really not intuitive at all, had a session with one of the read more

Reply Discussion Professional Service

0 upvote

1 Reply

kennedyp

Community Manager

October 10, 2024

Hi @LCunningham1 ! I was also a bit confused by the default 50, but the idea here is that all companies begin at a neutral state and depending on ...read more

JoeNarvadez on October 09, 2024

How to edit the form border and the font highlight color?

Hi, I just created a landing page for our webinar and I can't seem to figure out 2 things: 1.) Removing the the form border (white) 2.) Removing the green highlight background in the copyright In addition, I'm using a theme ca read more

Reply Discussion Forms How-To Quick Tutorial Templates

1 upvote

1 Reply

JWingate2

Top Contributor | Elite Partner

October 09, 2024

Hi @JoeNarvadez , There are three potential locations the forms style/look can be edited. Since you are adding it to a page there is the t...read more