In the "People" list view, it’s possible to display the "Profile Picture" column, which is great for quick visual reference. However, it would be very helpful if we could add a filter criterion for "Profile Picture is empty" or "Profile Picture is not empty." A common scenario for me is recognizing a face, for example,…
SmartDocs should have a settings option to not store documents in cloud storage and storing templates/documents in Pipedrive. At a minimum being able to create templates for the company directly within Pipedrive. As an implementation partner, clients commonly request proposal, contract, quote templates as part of a…
Notifications for live chat are quite frustrating - desktop notifications only last as long as all other notifications so easy to miss if away from your desk. Would be good to get an email notification to all people who are signed up for Live Chat when someone is waiting. Also to have the tab bar to change with a message…
As we all have documents that give us a better overview on the deal at hand. I think it would be really helpful if Important files could be pinned to the top, just like notes (or even to a sidebar).
We have an Internal Lead Intake Form that our company staff use to provide Leads to our sales team. Currently, they enter in the Org name into the field, and then someone has to go merge that to an existing Org or clean up the new record. Wouldn't it be awesome if the Web Forms' Org field allowed for an actual lookup of…
Will be nice to have OneDrive integration to have not only for Documents (template), but also for any files, like attachment. For Google it is possible, why not for OneDrive?
Hi Pipedrive Team, I’d love a feature that allows users to push all activities forward by a single day in bulk. For example, if I take a day off and have 60 follow-ups scheduled, I’d like to shift those to the next day and cascade the rest of the week’s activities accordingly. This would make managing tasks after a day off…
Discovered the hard way that my colleagues did not have @ mentions enabled. There is no warning or notification about this, so I assumed they got the messages I sent. Not so. So I propose to have a warning next to the persons name that you @ mention if they don't have notifications enabled, so that you are able to see…
Please add Expand All and Collapse All on the Plan view in Projects. Reason: When on the Phases view on the Plan tab, we have 8 different phases and our users only want to, typically, look at the one (i.e. the current) phase at a time, to reduce mental clutter. Currently it's time-consuming / annoying to have to manually…
Currently the only 'Add note to…' options as Actions in Automations are: Please add 'Add note to project' to this list of available note actions.
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