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15 results found

  1. I would like to be able to opt-out of receiving successful import emails

    1 vote

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  2. 1 vote

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  3. When updating an existing record through importing, add the values from the import rather than replace the value in the field.

    2 votes

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  4. When completing an update by import, please provide additional "mapping" options such as the email address instead of the unique internal record ID.

    1 vote

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  5. Add the ability to export your list of notifications

    1 vote

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  6. The description for select defaults when importing records states "Choosing selections below will apply to every record that you are importing. One thing to keep in mind, however: any data in your upload file override your selections here."

    Would it be possible to provide additional information in the description on if this applies when updating records or if they are not included as columns in my import?

    1 vote

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  7. Import a list of tasks from a CSV or Excel file

    3 votes

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  8. I need some way of mapping my network of people related to a deal, apart from when they are the primary contact. Ideally it would be available in an export by deal to have names of all contacts associated with a Deal.

    7 votes

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  9. 1 vote

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  10. 1 vote

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  11. 1 vote

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  12. When I types an Email in the "Compose" email button, Oftentimes we need to leave the unfinished email to check on something else. We do not find a "Archive file" similar to Gmail's which allows us to bring back up the email we were working on.

    This is a very important feature for us and would like to see it added to Pipeline

    2 votes

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  13. It would be helpful for reporting to add the timestamp to the "Added" column similarly to how it appears in the "latest activities" column.

    1 vote

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  14. When I upload new accounts, the system won't allow me to upload accounts with the same name. Is it possible to have that happen with phone numbers as well?

    2 votes

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  15. When importing a person file, it would be helpful if we had the option to also create companies at the same time.

    2 votes

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