Please see screenshots of how rich text (particularly when cut and pasted) appears in the notes and activities section. Default contracted view (bad layout, indentation and bullets appear wrong) Expanded (correct, expected layout)
I want to be able to create multiple API keys with different access permissions so that I can provide different keys to different external tools. E.g. one tool would access our data on a read only basis and the second on a read/write basis The current setup does not allow multiple API keys to be created and only maps the…
In Deals you have Estimated Close Date, and if you select that in the Customize Deal Card, it will be shown as DD-MMM-YYYY. Project End Date is shown in the Project Board View, but only as DD-MMM. YYYY, year is missing. Please add year in the Project Bord View as DD-MMM-YYYY.
In the sales pipeline view you can customize deal cards. It would have been great if that configuration also were valid for the Sales Forecast View, so you can see more information in the deal cards in Forecast View.
Using a filter for Organizations, I would like to add "Related Companies" to the filter so I could then export that in a report. According to PD, it's not currently possible to directly filter related organizations in the list view or add them to a filter for export. The AI Bot suggested : "using an API endpoint to…
Hello community and Pipedrive! I suggest adding a colorization feature to activities in calender view. For example possibility to give a color for activity A, another color for vactivity B, a third colr for activity type A, a fourth for acitvity type B, etc. Thanks for reading! Regards Carsten
Hi, I've seen this question many times from 2021 and still not answered. Pipedrive, could you please add this feature in Insights; comparing sales from 2 periods of time (ex: sales January to December 2023 versus 2024 in a graphic). That would be helpful! Thank you! Martin
Hi Pipedrive team! Sales Inbox is a great concept, but if it is 2 to 3 times slower to process an email inbox than something like Gmail or Outlook, it reduces our team's productivity and creates resistance from the team to use the Sales Inbox in Pipedrive. Pipedrive has got to be the shortcut (the fastest way), not "the…
The leads inbox really needs some updates to make it easier to use. Each cell in the leads inbox table is highlighted on hover, making it seem like you could click in the cell and edit the value, which would be a great feature so that we could update them easily. But, you have to click to open the side panel, then click on…
Hello, I would like to mass import projects like i can do with deals, activities, organisations etc. which i cannot do right now Is a development planned ?
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