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27 results found

  1. Ability to condition a field depending on the selection of another field.

    16 votes

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    Open  ·  4 comments  ·  Data Cleanliness  ·  Admin →
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  2. Option to disable or hide the decimal in Currency fields.

    3 votes

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    Open  ·  0 comments  ·  Data Cleanliness  ·  Admin →
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  3. Require to fill in fields linked to a conditional fields rule to those records that are created after the rule was made.

    4 votes

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  4. Our company regularly BCC's CC@Pipelinedeals.com to keep our emails internally accessible, but when you do this, it re-attaches any files/images in the email chain, so you end up having pages and pages of duplicate files at the bottom of a project.

    If you could update the software to flag duplicate files from being uploaded, that would help our team.

    3 votes

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  5. Require Conditional Fields to be filled in before an import has been made to prevent the form from displaying after for each records

    3 votes

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  6. Ability to customize the columns that display on the All view and have that be default

    1 vote

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  7. Ability to switch from List Views to a Kanban view

    2 votes

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  8. Ability to bulk update fields directly from the platform instead of performing an update by imports

    1 vote

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  9. Have an option to allow Conditional Fields to only be required at record creation

    1 vote

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  10. Users can enter letters in phone number fields. They should only be able to enter phone number valid characters.

    1 vote

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  11. Can we have folders for filters?

    8 votes

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    Open  ·  1 comment  ·  Data Cleanliness  ·  Admin →
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  12. Ability to be able to filter using the Name column under Recent Updates - this would make it easier to search for a specific Deal, Company,Person, etc - helpful for when an update cannot be found under Activity feed

    1 vote

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  13. Merge lead sources in account settings. All affected records would be transferred to the final source.

    1 vote

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  14. Ability to add custom fields to system modals under record profile pages

    1 vote

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  15. 1 vote

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  16. Once a list has been saved and added under My lists, be able to sort A to Z or add additional folders for sorting and organization.

    4 votes

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  17. Improve the UI/UX and overall process for adding new records and linking them.

    9 votes

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    Open  ·  3 comments  ·  Data Cleanliness  ·  Admin →
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  18. 3 votes

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  19. 4 votes

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  20. Currently, the duplicate finder only looks for duplicates based on email. It would be nice if it also could find duplicates based on first/last name.

    1 vote

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