We really need a solid native integration with the OpenPhone app.
Allow for use of a calculated field in a formula for another calculated field. For example, Say I have three manual entry numeric fields that have been calculated into a calculated field called "Total". Now I want to use that total value to multiply by a pricing factor (which would be entered in a separate field) to be…
When currency fields are used in merge document templates, the decimal point and cents are displayed. We never want the cents displayed. The dollar amounts are entered in the CRM as whole dollar amounts (e.g. $15,000) but are displayed with the cents (e.g. $15,000.00) in the populated merge documents. We are an accounting…
Who here Needs a Gantt chart for their Projects with in deals? A way for each project to have its own Gantt chart but then also all projects in the deals could flow to a the MAIN Gantt chart which could be in the Calendar area and you could get a quick overview of all deals slash projects timeframes and what's overlapping…
While setting up an evaluation via the API I accidentally deleted a few people to much, this was eye opening as I discovered that there was no way to restore them. I read somewhere that customer support can help restore stuff, so my suggestion is: Let users (admins) restore what they accidentally, hopefully, deleted.
At the moment Important + Required Fields are useless for our use case... :-( * The Important Fields Sidebar disappears after a deal is won/lost. Why? There seems to be no reason for that behaviour. Even after Deals are Won/Lost important information should be completed.. * Also, I cannot select a Required Field, without…
Hello community and Pipedrive! My suggestion is to add different view options to calender view like in other calenders. Currently we do only have a Monday to Sunday view. Problem with this feature is that you cannot see the title of your activities without clicking it. How about adding a few more choices like Day (shows…
Hi I couldn't see the answer anywhere. How can I add my company branding, font colours etc to my email templates? I have specific colours that I want to use and not the ones in the colour picker. Is there an option for that as I couldn't find that anywhere. If we don't have it, then can we please? Ideally I want send my…
For the moment, my calendar view starts at 00:00 and ends up at 23:00 (and then scrolling). For me, there is no use of so much space. 7:00 - 20:00 would be enough.
Very disappointed to just discover Xero can no longer be integrated on pipedrive. This was one of the main reasons for considering Pipedrive when I was looking for a CRM in the summer. My whole business and accountant uses xero so I'm not sure this will be a viable option moving forward. What a shame. So many limitations…
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