659 results found
Show if deal has contacts not visible to user
If a deal has contacts that the user cannot see, the user will see "owned by username" contact cards in the contacts section.1 voteOpen · 0 comments · Deals · Admin →
Add email campaigns as a trigger type for Automations
Add email as a trigger type under Data/Time based.
Email campaign is Created:
and ALL of these conditions are true: Visibility: Global
Action: Create a task
Name: Follow up on email campaign X
Owner: Triggered Person Owner2 votes
Freeze/Lock Drop Down options with a pop up prompt advising the change is permanent
Please add the ability to freeze the drop-down selection.
We have created one custom field named Trigger feedback form for guests. (TX/GR) in the custom field other section, we have kept two drop-downs, Yes and No.
We are looking for an option when the user selects the drop-down as Yes, that option should be locked or frozen, and before submitting, he/she will get a pop-up stating Are you sure? You want to submit it as Yes.1 vote
1 voteOpen · 0 comments · Email · Admin →
Enforce MFA on users
Enforce MFA login on users to avoid them creating passwords1 voteOpen · 0 comments · Security · Admin →
Customizable company details section
Make the company details section in profile pages customizable by allowing the user to add custom fields.1 vote
Share People/Company tabs to Supershare users
Ability to share People/Company lists to Supershare users - at the moment they can only view the Deals tab1 voteOpen · 0 comments · Collaboration · Admin →
Owner Change Notification
To have a notification sent to the previous owner when deals or companies changes ownership3 votesOpen · 0 comments · Deals · Admin →
Filtered Total Calculated Field
We would like to have a custom field that calculates the filtered totals of associated fields.1 vote
Add multiple users to an event
We would like to assign events to multiple users at one time. We are using Pipeline exclusively so having to add the event multiple times is a lot. If we had more than 4 users, this would possibly sway us from the platform.1 vote
Add all of my Pipeline tiles to one Dashboard
It would be nice to see all 3 of my Pipelines on one Dashboard as opposed to having to use the drop down to view them separately. Thanks!1 voteOpen · 0 comments · Dashboard · Admin →
Add conditions for custom_field_label_dropdown_entries endpoint
Add condition to customfieldlabeldropdownentries endpoint so that you can retrieve dropdown entries from the customfieldlabel_id1 vote
Add Files to Agenda items
Ability to attach files to Agenda items1 vote
Ability to share reports
Ability to share Reports with other users so that when a Dashboard contains reports, users can view them.
As of now, if a user shares a dashboard containing reports, users see blank reports, and there is no option to share them individually4 votesOpen · 0 comments · Dashboard · Admin →
Track Email Response
Ability to create a report for how long does it take for a customer to answer an email that was sent from Pipeline1 voteOpen · 0 comments · Email · Admin →
Add company_id condition for deals endpoint
Add company_id condition for https://api.pipelinecrm.com/api/v3/deals1 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
Add indicator to show if a deal is on a supershare list
If a deal in on a supershare list add a field or column that shows if the deal is accessible to a supershare user.1 voteOpen · 0 comments · Sharing · Admin →
Viewing Calendar Events
Currently, it looks like only the Admin User is able to view other user's calendar events (both on the physical calendar and within the agenda section on Deal itself). If I'm a Manager but not an Admin of Pipeline with my company, I'm unable to view my staff's calendar events, only my own.
Can this be adjusted? Feels like it should be a standard/core feature of the system.
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