14 results found
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1 vote
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Aggregate values updating on import
When updating an existing record through importing, add the values from the import rather than replace the value in the field.
2 votes -
Update by Import
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 -
Export notifications
Add the ability to export your list of notifications
1 vote -
Additional clarifying language for "Select Defaults" description
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 -
Ability to import tasks
Import a list of tasks from a CSV or Excel file
3 votes -
Export Deals w/ALL contacts included
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 -
1 vote
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1 vote
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1 vote
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Placing incomplete emails into a drafts file similiar to Gmail. Seems as if you move out of email, it does deletes what was typed.
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 -
Added Timestamp
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 -
When uploading new accounts, make it possible for the phone number to "dup" out like when a company has the same name
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 -
Create companies during person import
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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