683 results found
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Do not automatically carry over Person activities to new company
Contacts in our industry change companies several times. We would like the activities created with a company to stay with that company when we update a contact's company association.
2 votes -
Please list past due agenda items (in red!) on agenda under dashboard
Please don't just drop the past due tasks from this agenda view. It is cumbersome to hit the 'past due' button every time to view the past due items. I know I can do this under the agenda tab, but i prefer to use the dashboard agenda.
1 vote -
Company Contact Page
The company page for Williams Professional Painting has not been changed to the new format that Pipeline has developed. Please don't change it. The new format required more steps for the user, examples: In Deals you can no longer see the primary contract without taking the additional step of opening the deal. When adding a activity it is much more difficult to read and find the company "person" contact you are directing the notes for.
1 vote -
Freeze Company
Please can you add the ability to place a Freeze on a Company in our database for many reasons but not least of which is due to Export Controls
1 vote -
Sub Teams - Owner
How could Pipeline create a sub-team within a team so that I only see my 5 reps information when looking at a report under deals? Currently when I pull a report, I see all reps (17) but I'm only interested in my 5 names for my reps being at the top of the list in order.
1 vote -
Write-only API Access
Generate API key with write-only access that prevents the option to submit any 'read' calls.
1 vote -
Duplikatu tikrinimas
Padaryti taip kad pagal pavadinimus jei yra panasus pats pipeline pažymetų juos raudonai ir pan. jei yra panašus pavadinimas.
1 vote -
Remove automatic company name creation from email entry
Company names are often created when adding a new record based on the email address . . . this is not always accurate and creates unnecessary companies in the database.
1 vote -
Add a new column to list views that automatically shows the time zone based on address
Add a new system field that you an add to list views or shows in the profile page what time zone the person is on based on their address or area code.
1 vote -
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1 vote
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1 vote
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1 vote
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test
test
1 vote -
Label of None for currency Field
User would like to be able to select "None" as an option in the currency field, similar to Excel.
1 vote -
Show additional details of new contact in "Contact Created (email)" notification
It would be AWESOME to know in the email what Company it assigned (or Created) this contact to.
1 vote -
Goals Updates
Team leader/team goals fix
0 votes
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