59 results found
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Allow single login to manage multiple Pipeline accounts
We have several Pipeline accounts and it would be very helpful to be able to access all accounts with a single login that could be used and then which account I would like to manage be able to be selected once logged in.
2 votes -
Payment and Billing Updates
New ways to pay invoices
New ways to add users ahead of billing date
2 votes -
Appointments a different color on the calendar?
It would be great if appointments were a different color on the calendar so they are more distinct.
1 vote -
1 vote
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Locked scroll bar for Activity Report
Have a locked scroll bar on the activity scoreboard report. Locked on the page no matter the size so you can manually scroll over from any part of the page
1 vote -
Extend the ability to bulk update fields in List Views
Provide the ability within List Views to bulk update system and custom field values.
12 votesWe are extending the functionality to bulk update records.
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1 vote
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See all the Notes all the time as a default
wants a feature to select See all the Notes all the time as a default.
1 vote -
1 vote
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11 votes
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Make custom fields searchable
Please make custom fields searchable. We mostly use them on deals but any type would be great.
3 votes -
Change the field type of an existing custom field
Provide the ability to change a field type. For example changing an existing date field into a text field.
1 vote -
1 vote
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Add system list view for 'Archived Deals'
Include a system list view for 'Archived Deals' for all users so that they are able to more easily locate their archived deals.
2 votes -
Provide an exclude function when making lists.
Provide a way to select certain conditions to exclude contacts when building lists. It's very easy to add tags to select a small segment of contacts, but there's not really a way to exclude a few specific people based on, for example, a tag.
2 votes -
Revert Option
It would be so valuable if there was an "Undo" button that was accessible within a certain time frame after making Changes in Pipeline that may if you made an error updating several records you could easily revert those changes.
1 vote -
From Dashboard- have link to the Task/Event notes showing in the Agenda.
From Dashboard- have link to the Task/Event that is showing in the Agenda. Making Task/ Event notes- more accessible. I use the notes to prepare me for the follow up task/ event- currently I have to go to Edit to read the notes and prepare for the call. Having the note as a click option would save time.
1 vote -
Recurring Goals
The ability to set up recurring goals based on an interval you select (weekly, monthly, quarterly, yearly, etc.)
3 votes -
1 vote
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Copy and Pasting in the address field
With the new "Add Company" dialog box, you can no longer cut and paste the entire address into the Address field and the entire address would auto fill. This adds a tremendous amount of time to adding Companies when you can not import a file.
2 votes
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