634 results found
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Remove inactive users
When in Agenda View, if I click to change the name of the person I would like to reassign a task to, it shows all of the deleted and inactive users as well.
Can you please update this so that it shows only the active users?
I attached a screenshot. Most of the drop down is inactive users.7 votes -
7 votes
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Add Outlook Integration Enhancements
Provide an option to sync, or not sync contacts ,with the Outlook calendar and contact integration.
Provide seamless functionality between the Pipeline App and Microsoft Outlook.
7 votes -
Customizable automated templates
Provide a new Automation that will create templates to automate common processes such as follow-ups and introductions.
Provide a new Automation type that will provide the ability to set-up a fully functioning Deal sequence and cadence Tool.
7 votes -
Ability to Copy deal in a set timeframe
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 -
Hide/Remove Decimal in Currency Fields
Option to disable or hide the decimal in Currency fields.
6 votes -
Under User Permissions, add an option for Automations
Under User Permissions, add an option for Automations. Creating automations can be time consuming for and Admin. I'd like to be able to delegate the task to other team members on a one-off basis.
6 votes -
Single/multiple association fields for people
Provide association fields for people which can help show the relationship between them (i.e. who referred someone)
6 votes -
Add ability to restrict permission to reassign people and deals records
Please add the ability for an admin to disable or enable permission for a user to reassign ownership of people and deal records similar to how it is currently possible to allow company ownership change permission within the account settings by user.
6 votes -
Disable system reassignment of person ownership when deal reassigned
Please either change the expected behavior of the system or allow us to disable the change of ownership that happens automatically when deals are reassigned to not have the associated person ownership also updated automatically.
6 votes -
It would be nice to click on all the emails we wish to ignore in the email function and have a mass delete of those. Right now, in order t
It would be nice to have the ability to click on those emails we wish to ignore ("ignore sender") and have a mass deletion of those various emails. Right now, you must do these "ignore" on an individual basis.
After deleting 20 of these emails, it becomes time-consuming.
Thanks,
Demps
6 votes -
Add a scheduling capability to calendars
Add the ability to allow others to schedule time on my calendar (e.g. Calendly)
6 votes -
client account integration
Is there a way to integrate our client accounts into pipeline somehow? For example, the two biggest companies we use are MassMutual and SEI - it would be nice for the accounts to be in pipeline as well somehow so we can easily see everything that we manage. Also, it would be nice to share files from emoney advisor that the clients upload to their vault.
5 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 -
Allow selected users to update shared list
Only the owner of a shared list can make updates to it. Allow selected users to also edit the list.
5 votes -
5 votes
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5 votes
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Add file setting options into Account settings
Add ability to customize settings for files being saved from email activities within account. Specifically, it would be great if we could somehow have access to some settings to control the size of files being saved, the file types being saved or even disable the file saving from emails function and we can upload just the ones we need.
5 votes -
Allow more than one owner of record
We would like to be able to add more than one user as the owner of each record rather than reassign back and forth depending on who is following up throughout the sales process.
5 votes
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