56 results found
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Customize Activity/Task/Event Form
Ability to add custom fields similar to Deal/Company/Person functionality. Edit the Form to include overarching fields in my case: Distributor Picklist.
1 vote -
1 vote
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1 vote
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comments on activity notes
Currently when a comment is made on an activity there is a little callout indicator in the corner with a tiny number next to it. It is very incognito. TOO incognito. It needs to be a better indicator so when a comment is made on an activity that users see it. I miss it all the time!
2 votes -
Need a way to open ALL comments at the top of Activities AND DELETE ACTIVITIES
I would like for there to be a way to click a button at the top of activities to be able to open all comments in Activity feed AND the ability to DELETE Activities for admin
1 vote -
Bulk delete activities
It would be nice if there was some way to bulk delete activities. Similar to how you can with other types of records.
2 votes -
Out of Office Notification
Provide the ability to set an "Out of Office" notice in Pipeline so that when other users are notified you are OOO when they tag your name in a note/activity.
2 votes -
If you log a call, it will automatically put in PD !!!
If you log a call that you made - as if when you are driving - that it will AUTOMATICALLY input the call in PD. for instance:
Follow up call made on this date to >>>>>>
1 vote -
Add fields from Deal, Company, and People to Activity reports
Would love to be able to run Activity list that keys off of fields in the company, deal, and people records for Activity reporting--like your other reports. Current Activity reporting is very limited. An example would be to filter the Activity list by Deal Owner (rather than Activity author), or one of our custom fields, and then by Category and by Date Written. Use case: We are tracking our demos with custom Activities and we have to use a work around to get useful territory-based reporting (activity author is not always the deal owner). And even then, the information is…
8 votes -
2 votes
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1 vote
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Display who was tagged on note
After a note is added, display members who were tagged in memo..
Also when editing, be able to tag someone then.4 votes -
1 vote
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2 votes
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Add option to bulk add notes within list views
Add option to select multiple records within a list view and have activity bulk added to each.
3 votes -
Associate an activity to multiple people
Provide the ability to 'Tag' an entire team on an Activity, not just users individually.
Provide the ability to associate a new Activity on a Deal with more than just one person (for example, being able to associate three people to an Activity if that Activity is tracking a meeting I had with three People).
4 votes -
Activities/Agenda
Provide a way to filter activities in list view.
Provide filtering in Agenda for more columns -including Person categories
1 vote -
templates
The tasks within to-do templates needs the ability to be sorted manually.
1 vote -
Send yourself email copy of an existing activity
You can send yourself an email copy of the activity in the notify others section, but after the activity is saved you can no longer send yourself a copy.
1 vote -
Ability to set created at time for activity before saving
I use the ability to change the activity time frequently, so it would be more streamlined if I could set the time before saving the activity.
1 vote
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