54 results found
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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 -
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 -
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 -
Associate one person (Activities included) with multiple companies
Please enable the ability to associate one person, including activities, with multiple companies.
5 votes -
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 -
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 -
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…
4 votes -
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 -
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 -
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 -
3 votes
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Activity creation - custom field updated
Comstock Construction has a bid date (custom field, date field) that is updated periodically throughout a deals lifecycle, there'e been an ask to have an activity populated when this field is updated to show 1.) date updated and 2.) who updated this record, applying the same logic as when a system field is updated and logged in the activity feed.
2 votes -
2 votes
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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 -
comments on activity notes
Currently when a comment is made on an activity there is a little callout indicator in the corner with a tiny number next to it. It is very incognito. TOO incognito. It needs to be a better indicator so when a comment is made on an activity that users see it. I miss it all the time!
2 votes -
Bulk delete activities
It would be nice if there was some way to bulk delete activities. Similar to how you can with other types of records.
2 votes -
Out of Office Notification
Provide the ability to set an "Out of Office" notice in Pipeline so that when other users are notified you are OOO when they tag your name in a note/activity.
2 votes -
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 -
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
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