56 results found
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1 vote
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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 -
Do not automatically associate activities created under a company to a person in the company
When creating an activity under a company that only has one person, do not automatically associate the deal to that person. Instead, the default should be "none", as it is for companies which have multiple people.
8 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 -
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 -
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 -
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 -
1 vote
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2 votes
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1 vote
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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 -
Keep files attached to a deal activity associated to the deal
When a user creates an activity from the Company Profile they have the option to associate the activity to a deal. If the user also attaches a file to the activity, the file will be associated to the company, but not the deal.
1 vote -
The ability to toggle whether email sync associates activities to closed deals
We would like a way for emails to be captured on a deal page once the deal is booked. We do a lot of implementation after a deal is booked so tracking is very important.
1 vote -
activity
Add button to edit or delete an activity rather than housing it beneath the three vertical dots in the corner of the activity's window.
1 vote -
1 vote
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Allow adding group of people as collaborators on an activity rather than requiring that they be selected individually
It would be great if there was a way to create a group tag that alerts multiple people on an activity. For instance, our team is growing, and instead of having to write out and tag each of our names individually, being able to instead tag @_____ in a comment that emails all of us on that team team.
1 vote
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