56 results found
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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 -
2 votes
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Activity Feed (Update)
Looking to create a template in the activity section. There is a specific type of activity that should be written and it would be ideal if we could template it so all users adding this activity are following the same process.
1 vote -
1 vote
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Autosave content in activity text field
Please for the love of God, fix the issue where whatever I wrote in the activity text field isn't erased because I moved the browser tab to a different window. Stop refreshing the page and erasing the content from the text area. It would be nice if anytime I wrote something it was saved so that I can update it later if I need to come back to that tab in the browser. I have saved 5,272 quick notes to write an update to a deal, then cut and paste it into Pipeline so it doesn't get erased for some…
1 vote -
1 vote
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Add Company Field changes to the Deal Activity Feed
When the Company field is updated on a Deal, this should be reflected in the Activity feed as well
1 vote -
lead
Please allow for the activity category for incoming web form information to be customized rather than those activities only being added under the 'Incoming Lead Notes' category. We would like to be able to change this to something that makes more sense for our business.
1 vote -
Notifications - Disable notifications for records you own
Ability to disable notifications you own and receive them only when tagged.
1 vote -
I would love to be able to log a call with the date of the meeting and select all attendees on the call.
I would love to be able to log a call with the date of the meeting and select all attendees on the call, even when there are several people.
1 vote -
Add sound to system notifications
Add sound to internal notifications
1 vote -
Allow account to opt out of default deal record selections when adding an activity to a company record.
Please add a setting to allow for more control over default selections when adding activities. Currently, when I go to add an activity from within a company profile page, it will auto select the first deal in the dropdown and I do not always want a company activity to be logged on a deal. It would be great if there was a selection to specify that I would like to manually make that deal or person selection for the activity note and not have the system make one on its own and require that I make additional clicks to deselect…
1 vote -
Associate activities with more than one person within a deal or company
It would be extremely useful to have the ability to associate multiple people/contacts to a single activity manually entered into the field (a note, dinner record, etc.)
1 vote -
Make user select activity category before saving
When the user is adding a new activity, make them actively select a category before saving. This should prevent activities with inaccurate categories.
1 vote -
Custom Fields for Activites
Allow the user to create new fields for activities which would allow more in-depth categorization, filtering and sorting
1 vote -
Clarify language in activity notifications for "Write ABOVE THIS LINE to post a reply"
When users receive an activity notification there is text in the email that shows "Write ABOVE THIS LINE to post a reply" which is not technically correct and can be misleading.
1 vote -
1 vote
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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 -
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
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