634 results found
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Hide/Remove Decimal in Currency Fields
Option to disable or hide the decimal in Currency fields.
6 votes -
When you complete a Task you notify a Team Member that you completed it
When you complete a Task you notify a Team Member that you completed it with a simple a pulldown and clicking their name. I assign tasks to team members, and now they have to go and create an Activity which is an extra step.
24 votes -
Automatically associate google synced calendar event to contact
When a new event is added to Google calendar it should automatically associate the event to the contact in Pipeline
18 votes -
Fixed Deals
Every day I (and my team) create the same deals. We have the same propositions with the same pricing. I would like to select fixed deal options, when creating a deal, so this will not be such a fuzz anymore. Ofcourse it must be possible to also alter pricing in case of discounts etc. But it feels a bit silly and unnecessary labor intensive to fill out the same old thing day in and day out.
3 votes -
Ability to identify emails as bounced/invalid
Ability to identifiy emails that bounced or that are invalid - this would prevent users from getting bounced emails
3 votes -
Conditional Fields
Ability to condition a field depending on the selection of another field.
17 votes -
Automatically show primary contact person in dropdown when creating deal
Automatically show primary contact person in dropdown when creating deal.
Now the primary contact person has to be typed in MANUALLY, which is not efficient, because this information is allready at hand.
' Search for person' should be complemented by ' Choose Person' and must contain ' the people' belonging to that specific company you are creating a deal for.
Would make creating a deal much faster.
2 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 -
When a team member assigns a Task to someone else, include WHO assigned that Task in the Task itself,
When a team member assigns a Task to someone else, include WHO assigned that Task in the Task itself, not just in the email notification.
13 votes -
export permission
Add ability to require approval from account admin for large export requests.
2 votes -
How can email address be added within the company for marketing clients emails
When I just an export what came up was:
Name
Phone
City
State
Owner
I would like it to be also the address, zip code and email addresses, can that be done?1 vote -
Manage Imports - Extend Availability of Invalid Reports
I would like to be able to access my invalid record reports generated by my import attempts for a longer period of time. If that is not possible, it would be great if the hyperlinked number of invalid records on the Manage Imports list view would deactivate once the report has expired and I no longer am able to access it.
2 votes -
Apply Conditional Fields rule to records that are created AFTER rule is made
Require to fill in fields linked to a conditional fields rule to those records that are created after the rule was made.
4 votes -
Ability to view/add/edit agenda items for Admins/Exectuvies
Ability for team members to be able to view/add/edit admin/exec calendar/events/tasks.
1 vote -
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 -
Mark Agenda Items "In-Progress"
Add functionality to mark Agenda items as "In-Progress".
A simple check-box to mark in-progress in the detailed editor would do the trick. Highlight/tag these in some way to differentiate in the Agenda box on deals/lists. Often agenda items are dependent on others responding/completing an action. This would allow a clear way to see those actions that require follow-up. Having a way to see how long they have been in-progress would be great down the line.1 vote -
Save AI prompts as shortcuts for the future
Ability to save AI prompts are shortcuts
1 vote -
Ability for Admins to disable Tasks
Have an option so that admins can disable tasks so that users can only create events
1 vote -
Add to the Users card, their job role when adding a new user
Add a title to users to track user ROLE within their respective organization. Example: Cooper - Sales AE, Kimberly - Success Manager, Lauren - Onboarding Specialist.
1 vote -
Add ability to share or apply one-click activities across all users
Use case: FujiFilm has created one-click activities as a way to ensure their reps are filling in essential data when adding activity records. Because they manually do not have the ability to apply one click activities from an account admin level, I've received a couple of requests now to take care of this for them. While this is not the end of the world, it has got me thinking this may drive usage of one-click activities if admins could choose these and apply to all users across an account.
I can's say I've heard this a ton but wanted to…
1 vote
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