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634 results found

  1. Allow multiple users to be assigned to contacts (Allow for Contact Sharing). Even in hierarchies the people at the bottom need to see the Corporate Lawyer, the Janitor. (but not necessarily view the Lawyers, or Janitors, their activities or emails)

    1 vote

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    Open  ·  1 comment  ·  People  ·  Admin →
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  2. 2 votes

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    Open  ·  0 comments  ·  Integrations & API  ·  Admin →
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  3. When creating a new deal - Is it possible to enter a rental contacts with a specified rental period, say 24 months. The idea is that the deal repeats in the pipeline on a per month basis. Right now we are having to copy deals per period to achieve the same objective.

    7 votes

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    Open  ·  0 comments  ·  Deals  ·  Admin →
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  4. More customization would be nice regarding the "People" view. Size capabilities, move, and change the Headers would make it real nice.

    4 votes

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  5. The ability to 'undo' as in regular email would be so helpful.

    2 votes

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    Open  ·  0 comments  ·  Email  ·  Admin →
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  6. 1 vote

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    Open  ·  0 comments  ·  Ease of Use  ·  Admin →
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  7. Frequently when tagging files, the screen does not stay in the same location, it move to the top of the page and you have to scroll back down to where you are trying to tag a file. Not very efficient.

    1 vote

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  8. When I types an Email in the "Compose" email button, Oftentimes we need to leave the unfinished email to check on something else. We do not find a "Archive file" similar to Gmail's which allows us to bring back up the email we were working on.

    This is a very important feature for us and would like to see it added to Pipeline

    2 votes

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    Open  ·  0 comments  ·  Imports / Exports  ·  Admin →
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  9. Add option to select multiple records within a list view and have activity bulk added to each.

    3 votes

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    Open  ·  0 comments  ·  Activities  ·  Admin →
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  10. I would like to be able to customize the logic behind the deal slipping away section on the home dashboard to set criteria that is specific to what we constitute as an at risk deal.

    1 vote

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  11. 1 vote

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    Open  ·  0 comments  ·  Ease of Use  ·  Admin →
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  12. Provide a single page that will display all Pipelines and a report of where those Pipelines stand.

    Provide the ability to show a Graphical Funnel that would visualize current Pipelines.

    Provide enhanced visualizations of Pipelines and Funnels.

    5 votes

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    Open  ·  0 comments  ·  Reporting  ·  Admin →
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  13. Provide additional filtering capabilities on the Agenda (e.g. ability to filter by tag, expertise, type).

    5 votes

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  14. 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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    Open  ·  1 comment  ·  Activities  ·  Admin →
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  15. 2 votes

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    Open  ·  0 comments  ·  Companies  ·  Admin →
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  16. It would be helpful for reporting to add the timestamp to the "Added" column similarly to how it appears in the "latest activities" column.

    1 vote

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    Open  ·  0 comments  ·  Imports / Exports  ·  Admin →
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  17. It would be great if the size or space that a custom field can be displayed within a custom group could be edited so that it takes up anywhere from 1-3 spaces from left to right within the custom field group. I would like to be able to have a single text field display at the top of my custom field group and have the rest of the fields of various types display beneath it.

    2 votes

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  18. 1 vote

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    Open  ·  0 comments  ·  Ease of Use  ·  Admin →
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  19. When I click on a date for a task/activity, can a calendar just pop up? It would make it so much easier to reschedule than the way it is now, if you don't want to choose one of the pop up options, you have to click several times before the calendar comes up to reschedule to a different date. It would be nice to eliminate all of the clicks..

    1 vote

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  20. 1 vote

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