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  1. 2 votes

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    Open  ·  0 comments  ·  Product Ideas » Email  ·  Admin →
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  2. 1 vote

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    Open  ·  0 comments  ·  Product Ideas » Activities  ·  Admin →
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  3. 1 vote

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  4. 1 vote

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  5. 12 votes

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  6. 7 votes

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    Open  ·  3 comments  ·  Product Ideas » Users  ·  Admin →
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  7. 9 votes

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    An error occurred while saving the comment
    Tara Noel tno2 commented  · 

    It is very difficult to keep records and data organized and clean when company records get auto created anytime the user completes the form for adding a new deal or a new people record and they don't select an existing record; usually due to the fact that they have not used the same name or some other reason. It is even more frustrating that the company record that gets created is not assigned an owner. There used to be a prompt that a new company record would be created, but I don't see that anymore and even that didn't stop multiple duplicate records from being auto created. Also, if the user does not have the auto fill option turned off in their browser settings, then often the autofill will visually be overtop of any dropdown list from Pipeline and the use can mistake their selection from the autofill as being from the Pipeline list causing the duplicate record to be created with no owner. Please just stop auto creating company records or at least create a pop up window or something that warns of this - the small text that used to be there is not enough.

    Tara Noel tno2 supported this idea  · 
  8. 16 votes

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    Tara Noel tno2 supported this idea  · 
  9. 22 votes

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    Good Morning Everyone!

    Thank you so much for the feedback provided on the ability to identify and merge/delete duplicate records. I'm excited to announce that we have launched the beta for our new De-Duplication feature this morning. You can now run duplicate checks on person list views by navigating to List Options > [Beta] Check List for Duplicates.

    The feature is available to admins, executive users, and any users who have the option to merge records (via the Edit User modal in the account settings).

    Please take a look at this article in our Knowledge Base for a full overview of how the new feature works. https://help.pipelinecrm.com/article/1036-removing-duplicates

    Finally, as mentioned, this feature is still in beta. That means, we want to hear from you! We update and improve upon features based on your feedback. Please let us know if there is anything else that you would like to see from…

    Tara Noel tno2 supported this idea  · 
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    Tara Noel tno2 commented  · 

    Duplicate records are a real issue and many of these suggestions would be a huge benefit!

  10. 3 votes

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    Tara Noel tno2 shared this idea  ·