48 results found
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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.
11 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.
7 votes -
Viewing Calendar Events
Pipeline Team,
Currently, it looks like only the Admin User is able to view other user's calendar events (both on the physical calendar and within the agenda section on Deal itself). If I'm a Manager but not an Admin of Pipeline with my company, I'm unable to view my staff's calendar events, only my own.
Can this be adjusted? Feels like it should be a standard/core feature of the system.
Thanks,
-Jeff
6 votes -
Schedule Follow-up option allow for creation of Event type todo rather than just a Task
I would like for the 'schedule follow-up' option prompt that appears after I add an activity to a profile page to allow for an event type todo to be created so that a time and date can be indicated and synced over to my Outlook calendar. At the moment, this option only allows the generation of a task type todo which does not allow a time to be indicated and also does not sync over to my calendar in the same way as an event.
1 vote -
Google sync
Need to have google calendar sync with the contacts phone and email and a link back to the contact page on pipeline.
1 vote -
Calendar Enhancements
Please provide any feedback related to improving our existing calendar functionality! Thank you!
2 votes -
1 vote
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Bulk reassign option in agenda
Allow the ability to reassign tasks in bulk from the Agenda
2 votes -
Need a pipeline calendar
Create a pipeline calander that’s seamless with pipeline. I have another business and use Google calander and it’s full.
1 vote -
Customizable milestone statuses
Provide the ability to customize the options available for milestone statuses.
1 vote -
Dynamic Calendar
Any new tasks and events from users on your calendar automatically appear without having to manually refresh.
1 vote -
Add Sub Tasks to an existing or new Task/Agenda
An option to add a sub task to an existing or new Task created.
1 vote -
Cold Call section
As we create leads, the follow up should be placed on a list with the client's name, company, proposal, phone number. It can be placed in our calendars. During our focus time we quickly can see the basic info in order to them back quickly. We can even quickly place a note. At the end of the focus time we can easily transfer the note/results to main contact section of person/company.
1 vote -
Default type auto-populates when creating a new task
Provide the ability to set a default task type (call, todo) that auto-populates when creating a new task.
1 vote -
Auto-populate today's date for new tasks
When creating a new task, the due date is populated with today's date.
1 vote -
1 vote
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edit task
Allow for an edit to be made to the date of a task or event without requiring that the number date be re-selected in order to save changes. At the moment, if I edit just the month and year, the date appears to have been preserved but when I click on the save button, no changes are preserved unless I re-select the number date.
1 vote -
Sharing the new Calendar you create with your peers!!!!
Make it where you can share the calendar with the users and filters selected
1 vote -
Email a notice when a date or time changes in the agenda.
Email a notice when a date or time changes in the agenda.
1 vote -
Add the ability to apply an event template rather than just a task template to allow for the amount of time that needs to be allotted.
We would like to have the option to apply an event template that will create event type items with a length of time indicated. We would also like for the 'next task' related columns to clarify that the items in the column may also be events and when the item is an event, for the time to display. It would also be helpful if event templates cannot be added as a feature, to allow for a task to be converted to an event so that we can indicate the amount of time it will take to complete.
2 votes
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