60 results found
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11 votes
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Re-associate a Task from a Person to their Company, or another Person at their Company.
I want to change a Task from being associated with a person to that person's company itself OR to another person at that company. I can pull down the Associate To field, but I don't see options to do either of those.
8 votes -
Enhanced sorting capabilities with List Views
Provide the ability within List Views to sort more than one column at the same time.
Provide the ability within List Views to sort by Deal Stage.
4 votes -
Make custom fields searchable
Please make custom fields searchable. We mostly use them on deals but any type would be great.
3 votes -
Recurring Goals
The ability to set up recurring goals based on an interval you select (weekly, monthly, quarterly, yearly, etc.)
3 votes -
New update is horrible
The new format update is a real time killer. Too many extra clicks necessary. Redundancy within the account page and activities. No need for the Bold Italic features that take up space so I have to scroll down to add an activity. No need for the Notify others tab to have to be unchecked every account. No need for Deal and person to be listed in 2 separate areas. Being able to click on task or event was much easier than having to click the + sign, choose task or event, and then add the task. I make 200 contacts…
3 votes -
Date Filter
Instead of having to manually apply a custom filter for the "past 60 days" please enable the ability to select "Last 60 days" as an option that can be filtered for a timeframe via listviews.
2 votes -
Customizing the PDF when printing out companies/people
We are a small asphalt business and love to print out the files for our companies/people to have on hand or for the owner.
When we go to print out the PDF for a person (for example) it's very blank and doesn't include the summary.
Either customizing it or having it as a list format that portrays everything on the person's dashboard would be ideal. Otherwise we are printing out a blank pdf with only the first and last name with their address - which is useless.
2 votes -
Bulk update person custom fields from the deals list
Make set custom field work for person custom fields in the deals list.
2 votes -
Is there anyway to prepopulate the same information at the same time to companies and people? It would make things easier and faster.
Prepopulate the same information in any object field at the same time.
2 votes -
Add filtering to Recent updates
Add filtering to TYPE column on the Recent updates list view. Ability to select multiple items, Deal and Person, or deal and Note.
2 votes -
2 votes
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Allow single login to manage multiple Pipeline accounts
We have several Pipeline accounts and it would be very helpful to be able to access all accounts with a single login that could be used and then which account I would like to manage be able to be selected once logged in.
2 votes -
previous lead and next lead button top corner right hand side of each lead
Have a next lead and previous lead button at the top right hand side of each lead page. Make running through daily calls much faster. Asked for this many times over the years of using you guys. Never was taken serious and was asked to pay for custom programming.
2 votes -
Payment and Billing Updates
New ways to pay invoices
New ways to add users ahead of billing date
2 votes -
Add system list view for 'Archived Deals'
Include a system list view for 'Archived Deals' for all users so that they are able to more easily locate their archived deals.
2 votes -
Provide an exclude function when making lists.
Provide a way to select certain conditions to exclude contacts when building lists. It's very easy to add tags to select a small segment of contacts, but there's not really a way to exclude a few specific people based on, for example, a tag.
2 votes -
Copy and Pasting in the address field
With the new "Add Company" dialog box, you can no longer cut and paste the entire address into the Address field and the entire address would auto fill. This adds a tremendous amount of time to adding Companies when you can not import a file.
2 votes -
Reduce clicks.
Replace all drop down menus with tabs. It takes longer to click on a drop down menu than to click on a tab.
Eg., Agenda, has that + drop down menu for TASK or EVENT. Much easier to show tabs, means user does one click.
Less clicks everywhere all the time, please.
thanks2 votes -
Give us the option to leave the top blue header visible or not.
As I scroll down a screen, the blue navigation bar at the top of the screen scrolls up and out of sight. I often find myself scrolling up and up to get it back so I can search for the next record I need.
I don't know if everyone would like to see it remain on screen as everything below it scrolls, but I sure would. If you think that wouldn't be universally appreciated, perhaps you could make it an option for the user.
Just my partly-baked idea for the day.
2 votes
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