15 results found
Send notification email to all users in account
As an admin I would like to send a custom email notification to all users in the account.1 vote
Admin ability to manage secondary emails for other users
Secondary emails can only be managed by each individual user. The administrator should also be able to manage this.1 vote
User permissions for downloading files
Provide the ability to limit users from downloading files attached to records.3 votes
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
Multiple Owners, need a primary and secondary owner
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:
Back up when people are out
Assignments of tasks to be done between my external staff (primary) and internal staff (secondary)
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.
Restrict users for completing or creating tasks
Add a user permission that restricts users from creating or completing tasks1 vote
Delete inactive users
It would be really nice to be able to delete inactive users.3 votes
Visibility settings based on person/company address
The ability to make certain records visible to select users based on the work/home/company address.1 vote
6 votesOpen · 3 comments · Users · Admin →
Change visibility options depending on user
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 position1 vote
Read Only Users
It would be helpful if read-only users could save their own lists rather than requiring them to be shared by others.2 votes
Advancedor Pre-Load Licenses
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
Read Only access - with no fee or license use
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.
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