Hey I'm hoping this could happen- for required fields in any record (contact, deal, organization, etc) it would be great to not allow the record to be saved any time it is accessed, not just when it is created. We have a lot of contacts that are uploaded with an import, and then we access them later. We need users to fill…
For the projects pipeline, instead of having colored circles indicating project health/status' it would be nice if there was a percentage metric based on tasks completed. This could also then be pulled into the dashboard project reporting. It would be helpful if anyone could open the projects pipeline and have the…
Within the task list in the project management software, the only options are to filter by user or filter by task status. It would be beneficial if there were further filters or grouping features to allow for better reporting. For example: Group or filter by project Group or filter by date created Alongside this, I do…
Can we please have some simple edit functions in the file manager within Campaigns? Functions to rename files and move them between folders would be great
Mozilla Firefox is my browser of choice and the horizontal scroll bar is very challenging to use especially in large tables like People. The scroll bar is about 3px high which makes in almost impossible to select. The scroll bar in Chrome is fine but it would be great to use my preferred browser.
It would be great to introduce a sales calendar system, or have the option to set up a calendar where you can select a sales colleague based on their availability. Additionally, it would be helpful to have a feature where you can overlay the calendars of Colleague A and Colleague B, showing only the times when both are…
This discussion has been merged.
Different information is needed in different phases or different pipelines. If I have multiple business units or products, perhaps entirely different fields are of interest. However, the number of fields can become quite high. And therefore confusing. How practical would it be to display different fields depending on the…
Hi, We have different levels of users requiring different levels of access / functionality within the system. Does Pipedrive plan to enhance their subscription model, to allow for price plans to be set on a user level, rather than system level. For example most users in our organisation are fine on the Essential Plan,…
This is really needed in our business. We have an International soccer org. and there are details we do not need for a Lead vs Deal We also have custom fields which need conditional logic/ dependency. EX: We have a custom field named: ROLE. When PLAYER is selected vs PARENT it would be nice to have conditional logic/…
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