65 results found
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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 -
Default Custom Field selections
Please implement an option to set a default selection for newly created custom fields
1 vote -
Conditional Fields (Enhancement)
I wanted to see if Pipeline has the capability to place logic in fields. For instance, we have some accounts that may have multiple owners. So if our sales rep is marked as the owner of a company I would want to have another field visible that would be required for them to fill out. Otherwise, I would like for the field to remain hidden if a sales rep isn't marked as the owner of the company record.
1 vote -
1 vote
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Freeze/Lock Drop Down options with a pop up prompt advising the change is permanent
Please add the ability to freeze the drop-down selection.
Use case:
We have created one custom field named Trigger feedback form for guests. (TX/GR) in the custom field other section, we have kept two drop-downs, Yes and No.
We are looking for an option when the user selects the drop-down as Yes, that option should be locked or frozen, and before submitting, he/she will get a pop-up stating Are you sure? You want to submit it as Yes.1 vote -
Customizable company details section
Make the company details section in profile pages customizable by allowing the user to add custom fields.
1 vote -
Filtered Total Calculated Field
We would like to have a custom field that calculates the filtered totals of associated fields.
1 vote -
[Dashboard] Ability to choose auto-default tab upon signon
I rarely use the Dashboard and primarily use the "People" tab.
I would like the ability to choose a default tab, such as "People" upon initial sign-on instead of auto-defaulting to the "Dashboard"
1 vote -
Ability to integrate my Wise Stamp signature into Pipeline Signature
Many businesses use an App called WiseStamp to create a professional signature. It allows us to use a professional template and automatically insert pix, automated recognizable social icons, and other links to all things that are important to our business. The customization for email signature in Pipeline is very limited and "old school". Inserting pix and links to our websites and socials (Linked In, FB, IG, Twitter, other common business platforms, etc.) all has to be done by hand, and it comes out looking very clunky. We have to, for instance, write out the word "Facebook" and then link that…
1 vote -
Properties: I would like to be able to enter Property Addresses into my CRM and be able to search them.
1) Enter Property Addresses into my CRM and be able to search them like we do Companies.
2) Option to select to visually see the property addresses I've entered displayed on a map
3) within this option to show who the owner is, the last entry date of ownership,
* last time I spoke or followed up with the owner or their designee,
* who the property manager for this property is
* matrix of the property (square footage, purchase price, CAP rate)
* the ability to customize and add other options.
* ability to upload a spreadsheet with data…2 votes -
Project management features
Add project management specific functionality
1 vote -
Collaboration option on person record
Add a collaboration option to lead and contact records so that multiple people can view and edit the same person
1 vote -
Allow email opt-in for currently grayed out notifications within My Profile
Please consider adding the option to opt-in for more system notifications by email. There are several items that are grayed out for email that would be helpful for us to be able to enable specifically the won deal notifications.
2 votes -
User Multiple Team Assignment
Have the capability for a user to be assigned to different/separate teams so he/she can have access to the teams' records but not the entire account.
4 votes -
White Label Option
We have customers that require a CRM and would like to offer a branded solution to them
2 votes -
Assign Default Columns in List View
The customer wants to have the option to assign default columns in the list view
2 votes -
Rename record types
You can change the names in the header, but that does not change what is named in Pipeline. For example rename Companies to Issues and that name would be reflected everywhere in the UI.
2 votes -
1 vote
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Modify System Fields
Allow for the modification of field type and removal of system fields from our account
10 votes -
Customize size of text boxes in add/edit form
Allow the ability to further customize the add/edit form and adjust size of custom field text boxes.
1 vote
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