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Hi @StefanP , I understood that you want to remove the project from your Projects list in the sidebar. If you change the sort settings from the ... next to Projects, to Recent or Top, it should eventually go away, as long as you stop visiting that project!
Otherwise, you can collapse the Projects section in the sidebar, drag it to the bottom and use the Starred section instead which you can include just the projects you frequently use and sort them as you like.
I have the same problem as the original poster. I have removed myself from the project team but it is still appearing in my list of projects in the left-hand panel. There has to be some way to remove this, surely.
Similar to .empty(), the .remove() method takes elements out of the DOM. Use .remove() when you want to remove the element itself, as well as everything inside it. In addition to the elements themselves, all bound events and jQuery data associated with the elements are removed. To remove the elements without removing data and events, use .detach() instead.
For example, let's say that some contacts were accidentally bulk associated to the Company A but I wanted them to be in Company B. What I can do is bulk associate the contacts to Company B but I'd have to individually remove the associations to Company A.
I have contacts that change companies consistently and I would love an easier way to bulk edit or delete old company association. If I upload a list of 1900 contacts each month, and each month there are 500 contacts that have changed companies, it would be nice to be able to filter and bulk edit the primary company of those contacts. I would love to be able to use a workflow to automate this process.
This just happend to me. I imported 4000 new contacts but made the wrong company associations. I imported in the correct company associations, but then each contact now has 2 companies associated, where the Primary Company is wrong. There is no way to roll back the wrong associations AND no way to make the secondary companies the primary.
1) In Hubspot Import page, find the wrong association file that you uploaded. This will give you all the contact IDs that have the wrong associations. If not, you must have a list of all the contact IDs that have the wrong associations.
Of course, this is a workaround and is not an ideal situation. Hubspot should really have a way to 1) remove wrong company association and 2) allow us to mass-alter the primary company with secondary company.
Agreed. We have tickets autocreated when a docusigned agreement is completed. Every ticket then has DocuSign as the primary company and contact. This prevents us from doing a lot of automation until we manually remove DocuSign.
Agreed. Having to manually remove the association, especially for many records, if quite tedious. I have 10 association labels so I'm having to remove one to replace with another, but before I'm able to do that, I have to remove the 67 associations manually. There has to be another way. Developers... please help with this.
This solution would save us a lot of time and manual work. Currently, when someone in our database leaves their organization, we have to manually disassociate them. We get 100+ of these per month and it's very tedious and time-consuming.
I had a similar need and wrote a code to accomplish it. If your HubSpot edition allows custom code in workflows, you could use bulk associations to create the associations to Company B and then use a workflow to remove the associations to Company A. The code assumes you want to remove all associations to Company A. In my case, I wanted to remove all but 3, so I removed them all with the code and then manually added back the three I needed.
You can find the code and direction on how to use it here. So long as you have or can create a private key, you'll be able to do this no problem. It's very simple and straightforward. Hope it helps.
Adding that this would be a great feature to have and to be able to cut off associations to deals by close date as well. We have certain contacts that are associated with multiple deals and sometimes the setting to log activity from "All Time" was selected at the time the newer deals were created so all of the newer activity from a contact populates in a prior closed deal and leaves that timeline cluttered with communications that aren't relevant.
This is probably the most annoying part when actually trying to maintain a decent structure in HubSpot... so hopefully they can create something than enables us to bulk-delete associations. Highly annoying.
With over 100 upvotes in the past 1.5 years, it amazes me that this hasn't been implemented. For us, our imports seem to have resulted in multiple contacts having a "primary contact" label for the same company and we want to use this label to ensure that only one contact is being emailed at a company. Identifying companies with 2+ primary contacts and removing this label is tedious and time-consuming but it seems it can't be done in a workflow. What a shame.
I simply want to remove the email associations for a particular contact. there are thousands of mails associated with this contact and I can not keep removing the association one by one. Any suggestions?
This seems like a pretty obvious one... use case: I put people on a list called "left the company" -- then a workflow sets them as non-marketing, clears lifecycle stage, etc. -- last step would be to remove the company association!
Unfortunately, our original settings included automatically associating contacts with companies and now we are reaching our maximum association limit between emails/ companies. Being a Business to Consumer model, we do not have a need to use the company feature as it was intended and need a quick fix to prevent wasteful charges. Being able to disassociate contacts from companies in bulk would allow us to do this.
With Hubspots design creating the associations automaticly as they do is wonderful. Unfortunately since Hubspot has a limitation on how these connect, we need a tool like above to remove past associations no longer required. Trying to manually go into back dated emails and selecting individual associations to remove someone is simply not practical. Defeinitely need a tool like suggested on this thread.
My ultimate goal is to be able to sort rows by one of my columns, and not have the indents alter how the rows are arranged after this sorting. Therefore I planned to create a new sheet where I removed all the hierarchy/indents (sort of reflattening my sheet), then sort by my column of choice. Is there a way to remove all indents? I am only finding descriptions where you outdent one row at a time.
I have the same question re: removing all indents at once. A report alone with the Smartsheet in its current state will not meet all my needs, hence my desire to remove the indenting and rearrange the sheet. Any help or guidance you can give would be greatly appreciated.
Alternatively, if you just want to erase all hierarchy, you could insert a helper column. Then, Copy/Paste the entire content of the Primary column into this helper, so you keep your data associated with the correct row. Delete out the content from the Primary column so it's blank. Finally, Copy/Paste back the text from your helper column so it appears in the Primary again, and then remove this helper column from your sheet.
I ran into this issue as well. I needed to reformat an existing sheet with lots of individual hierarchical groupings. The fix I came up with was to first create a helper column, "CountAncestors" and then used the following formula in that column and set it to be a column formula:
All of my items had either one or two ancestors so this resulted in a 0, 1 or 2 for each row. I first filtered by the CountAncestors equal to 1, selected all of those rows and clicked the outdent button. I then changed it to filter by 2, selected all of those items and clicked the outdent button twice. If your sheet has additional levels of hierarchy, you would just repeat the process for each additional level.
@Ethan_Garfinkle I have gone into the ease of access settings and checked the sticky keys off and when I press shift a few times (mostly when panning the camera in blender) I still keep getting that noise and it does not disable them :(
@Ethan_Garfinkle This is not true. You can keep disabling sticky keys but what is being asked is to actually never enable sticky keys. What you are actually describing is more akin to "turn off sticky keys" and yes i realize disable is the keyword that M$ uses.
The problem is that as long as sticky keys is on the system it will get enabled because people like to play with the L-SHIFT key or whatever the trigger is ... or maybe we're just playing video games and those keys are used all of the time.
@ss6661520After all that is turned off, it will still come back and haunt you if you hold the shift to long. Who uses this crappy thing and why can we (apparently) not remove it from Windows. It is so aggravating.
@OOIWJ You can configure your Input Data tool to skip any number of lines by changing the number on "Start Data Import on Line" in the tool configuration. This is especially helpful when inputting a report with headers. I used the Data Cleansing tool after that to remove null columns, then used the Dynamic Rename tool to rename all the fields with the first row of data. I finished the workflow off by renaming "VOUCHER" to "VOUCHER NUMBER".
@Dubla89 this was my exact issue, thanks for sharing your workaround. Definitely frustrating that there isn't an official solution to what I'm sure is a fairly common issue, and especially frustrating that it would be so easy to avoid by logging out before your org removes access, but there's no way to know that until it's too late and you're already stuck in infinite authentication purgatory
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