56 results found
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2 votes
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Activity feed section - separate search function out at top
I enter every activity I do so all day long so that's the most important part of the software. Why do you have the search function at the top? It takes up room so there is hardly any room at the bottom of the screen to put my info.
Separate out the search function there to give more room to put the add an activity section higher up and more accessible2 votes -
Activity feed - why do I have to click on the add person then click in the box to add a ap erosn. This is a huge amount of effor I do over a
Have the box where you add people (Notify Others) already open so I can click or tab into it and type the name of the person I have to add to the conversation
Every single activity I do I have to add a person. Doing this time after time is tedious as I have to do it with a mouse.1 vote -
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 -
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 -
Declutter Activity Sections - remove/edit header information
Activities section acts more like an audit trail rather than a neat, concise note section. Would be nice if header information was configurable or optional or gone. Much of it seems unnecessary to show in that view. Author, category, date, ok but don't need Deal Name, Person, or Company Name. At least the way we use it, those things are obvious from the record being viewed (that houses the activities).
2 votes -
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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Activity notes export
I would like the opportunity to export/print the activity notes for a contact or group of contacts. This way, we can share the activities/notes on an individual contact, company or group of companies with others not in PD. I can explain further the idea if you give me a call at --****. Thanks, Jason Neimark
3 votes -
Ability to place a task or f/up on an activity
It would be great to be able to place a task or f/up flag on activities rather than having to close out of the activity and then create a new task somehow referencing back to that particular activity.
1 vote -
any chance to either bold or color text in activity section and summary section?
any chance to either bold or color text in activity section and summary section?
3 votes -
0 votes
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3 votes
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Make Activities more organized and easier to use
Provide the ability to better organize and sort the Activities section so that finding the relevant information less difficult.
Organize the history in an easier to read format and reduce the need to have to scroll through tons of data in order to find the most relevant information.
Provide the ability to quickly sort through Activities (for example, being able to sort by email, subject matter, email title, etc.).
Provider a cleaner, more user friendly interface to log information from Sales calls while making it easier to attach this information logged to a Company.
Provide a better, specific section to…
3 votes -
0 votes
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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
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