27 results found
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Conditional Fields
Ability to condition a field depending on the selection of another field.
16 votes -
Hide/Remove Decimal in Currency Fields
Option to disable or hide the decimal in Currency fields.
3 votes -
Apply Conditional Fields rule to records that are created AFTER rule is made
Require to fill in fields linked to a conditional fields rule to those records that are created after the rule was made.
4 votes -
Automatically Eliminate Duplicate Project Files
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 -
Require Conditional Fields on Imports
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 -
Customize "All Deals/People/Compay" voew
Ability to customize the columns that display on the All view and have that be default
1 vote -
Implement Kanban Views
Ability to switch from List Views to a Kanban view
2 votes -
Bulk Update Fields
Ability to bulk update fields directly from the platform instead of performing an update by imports
1 vote -
Require Conditional Fields only at record creation
Have an option to allow Conditional Fields to only be required at record creation
1 vote -
Limit values in phone number fields
Users can enter letters in phone number fields. They should only be able to enter phone number valid characters.
1 vote -
folders for filters
Can we have folders for filters?
8 votes -
Filter Recent Updates using the Name column
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 -
Merge sources
Merge lead sources in account settings. All affected records would be transferred to the final source.
1 vote -
Ability to Add custom fields to Profile system modals
Ability to add custom fields to system modals under record profile pages
1 vote -
1 vote
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Starred Lists
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 -
Improve the process of adding new companies/deals/people and linking them
Improve the UI/UX and overall process for adding new records and linking them.
9 votes -
3 votes
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4 votes
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Find duplicates based on first/last name
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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