We have several custom fields that we would like to use for dynamic links and images in email templates. If those features are not planned, are we allowed to at least do custom HTML and code ourselves?
The box that shows the title of the current filter only shows about 25 characters. Many of my filters start with the same few words, so it's not immediately clear which one I'm viewing. It would be very helpful if the full title would become visible when the mouse pointer is hovered over the box, and/or the current filter…
It would be nice to auto-assign activities to other members of our sales team when one of them is on leave. Maybe there could be a section in the auto-assignment where you can enter leave dates for your staff members so activities are scheduled around this. At the moment a call back to a lead could be up to 2 weeks late if…
I have a "crazy" idea: DARK MODE for Pipedrive??
Our company carries out survey visits; clients can book an am or pm slot (between 1pm-5pm for example). However, Scheduler doesn't allow for multiple slots, so once the slot is taken, nobody else can book the same afternoon. It would be good to be able to set the scheduler appointments to Free or Busy, or have an option to…
If you are creating a document with the new document creation feature, it creates automatically a folder in Google Drive of the organization within the general Pipedrive folder and saves the file in this folder. If you upload a file it will be synced to the general Pipedrive folder without the creation of a organisation…
I use Pipedrive integration with Google Drive. Now all uploaded files for any deal are stored in one main folder regardless of deal or contact relation. This causes a chaos, when I work with file on local synced storage in my computer. Thousands files of different contacts and deals in one folder. this should have some…
Is there a way to show a numerical custom field with commas? I often enter large numbers and they are hard to read without a comma. Thanks!
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, in the section „Where shown“, could you add similar options like for Deals? Especially the option to choose which Project Board it should be applied to? Having several project boards, each requiring multiple custom fields, makes it a bit messy when fields from all boards are shown in one project. Additonally, adding…
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