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maddyp
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Member since ‎Feb 14, 2020
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Maddy Peterson

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maddyp on July 18, 2023
Reference Teams in Workflow Triggers and Branches
Workflow functionality could be improved by expanding the triggers and branch criteria available for user fields to include an option to specify a Team. This would reduce the need to specify individual users, which can be a hassle during on- and off read more
Reply Idea Users & Teams & Permissions Workflows
5 upvotes
0 Reply
maddyp on January 31, 2023
Add UI Line Item Sequence / Order to the API Available Properties
The API is unable to access a deal's line item order as displayed in the UI. This causes issues whenever the line item order is important and the API is used to create a deal with items, add line items to existing deals, or use the line items API to read more
Reply Idea Deals
3 upvotes
0 Reply
maddyp on June 08, 2022
Two-Way Sync for Line Items on Deals and Quotes
Currently, there are two instances where the line items sync between the deal and quote. The first is upon quote creation (items from deal sync to quote). The second occurs when the quote is published (items on quote sync to deal). Here's where thi read more
Reply Idea Deals
2 upvotes
1 Reply
MichaelC on June 02, 2021
Enable views editing by other users or teams
Hello community 👋 and product team ✌️ Background Today it is possible to create and pin your own custom views within contacts, companies, deals, tickets and more (lets use the word objects from now on). A HubSpot user may edit col read more
Reply Idea Users & Teams & Permissions
138 upvotes
42 Replies
maddyp
Member
March 16, 2022
Not only does it make sense from a collaboration standpoint, but also a data management one. I recently ran into an issue when replacing and removing...read more
maddyp on October 18, 2021
Deal Line Item Editor Personal / Global Column Preferences
The columns and their order in the line item editor are the same for all users of a HubSpot instance. Additionally, a nyone can make a change that will affect all users. Instead, users should be able to set their own preferences without making glob read more
Reply Idea Products and Quotes
14 upvotes
4 Replies
maddyp on October 13, 2021
Restrict Select Notification Preferences to Admins
Admins are only able to set default notification preferences for all users and are not able to lock those settings. Individual users can easily turn off notifications by channel or topic. Therefore, users can turn off all notifications by email, bel read more
Reply Idea User Notifications
6 upvotes
0 Reply
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