53 results found
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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 -
Associate one person (Activities included) with multiple companies
Please enable the ability to associate one person, including activities, with multiple companies.
2 votes -
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 -
Adding Feature to View Email Address associated with an Email Activity in Activity Feed
An email activity recorded in the activity feed will start with "John Smith sent an email to Jane Doe at Company Name" and will then include the subject name and the contents of the email. However, it will not show the email address contacted for Jane Doe.
If Jane Doe has 2 emails, then, in the current state of the activity, we do not know which of Jane's email addresses were contacted.
Could Pipeline add a feature to allow us to view which email address, in addition to which person, we are contacting?
Thank you!
5 votes -
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 -
2 votes
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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 -
Not automatically associating activities to an individual in a company when there's only one person listed
When adding an activity to PD, it automatically associates a person to the activity if there's only one employee in the company. Instead, it should default to "None" and allow you to choose if you want to associate your activity with a person in the company, as it does for companies with multiple people. Attached are screenshots of the automatic setting for companies with multiple employees and one employee, as well as the drop-down menu for a company with one employee. None should be the default, not Test Person 1.
13 votes -
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 -
Email Activities (Inbox @)
Please implement a way to bulk select/send multiple emails at once to inbox@app.pipelinecrm.com. Currently, I am forced to send them one by one which I feel isn't the most efficient process
2 votes -
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 -
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
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