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18 results found

  1. I would like for there to be a way to make a user on the account an admin so that they have access to account settings but limit their ability to remove my own admin permission.

    1 vote

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  2. Add an option in admin to restrict users to archive/unarchive deals

    1 vote

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  3. As a user I want to be able to know who my account admin's are should I have any questions. Example: best practices that fall outside of Pipeline support, how to have admin access. Idea - within the help dropdown add placeholder for "contact (company name) account admin"

    As a customer team member the thought here is this may reduce some of the inbound questions from non-admin users if we can easily make users aware of who within their company they should contact.

    Thought from Pipeliner perspective - maybe in the account settings account admins choose who they would like…

    1 vote

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  4. As an admin I would like to send a custom email notification to all users in the account.

    1 vote

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  5. 1 vote

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  6. Secondary emails can only be managed by each individual user. The administrator should also be able to manage this.

    1 vote

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  7. Provide the ability to limit users from downloading files attached to records.

    3 votes

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  8. Enable users to turn off notifications for any new Person/Company created. Current state is limited to deals.

    Currently when importing large volumes of companies or people it will result in thousands of emails.

    6 votes

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  9. I would like to see the ability to have multiple owners for Companies, Deals and People

    Add a primary owner and a secondary owner.

    We work in teams. having two people assigned or be owners, one primary and one secondary (if applicable) would help with the following:

    1. Back up when people are out

    2. Assignments of tasks to be done between my external staff (primary) and internal staff (secondary)

    3. I can stop giving team lead or executive level access to secondary staff so they can see what's going on with the primary staff deals, companies and people.

    2 votes

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  10. Add a user permission that restricts users from creating or completing tasks

    1 vote

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  11. It would be really nice to be able to delete inactive users.

    3 votes

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  12. The ability to make certain records visible to select users based on the work/home/company address.

    1 vote

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  13. 7 votes

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  14. We would like to add more users from our company onto the Pipeline system. However, there are certain things such as commissions/financials that we only want sales & management to be able to view.

    For example, on the specific deal page, there is a "deal details" module that shows start/close date, commissions, overall sale (just a bunch of financial stuff.) We would not want this module to show up if operations opened up the page.

    Adding this customization would prompt us to add additional users to the system. I believe other companies may be in a similar position

    1 vote

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  15. 1 vote

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  16. It would be helpful if read-only users could save their own lists rather than requiring them to be shared by others.

    2 votes

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  17. When I try to go in and change the number of licenses ahead of the start of the next year, it is asking me to pay for the last few weeks of the year. I don't want to do that…I want the additional licenses to start with the beginning of the next renewal.

    1 vote

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  18. Read only access currently uses up licenses. It would be nice if every account had available 1 or 2 read only users at no additional license cost.
    Thanks
    MM

    1 vote

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