I discovered that when sending group emails, if the person has multiple email addresses, the emails are only sent to one of them. In my opinion this is very inconvenient and if you don't know it you can make serious mistakes. Therefore I was wondering if it was possible to implement the function to send the email to all…
Hello, I am constantly looking at the notes and would like the option to have it expanded automatically instead of having to click on the notes every single time I go to a new deal or contact. This would make things so much easier and save time because notes are the only thing that help me understand what I need to know…
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/…
It would be great if, within Project Task List View, resizing the columns would stay the size that you set so you could read the whole task without having to expand.
Any chance you can add 'call notes' to the dropdown list when setting up a filter in activities? We use Aircall as a phone provider and they create a completed task for each call we make to or receive from a client, along with the call recording stored in the notes. We would then like to create a filter to find certain…
Activities that are marked completed have the due date, not the actual completion date. If an activity slips by a day (or days), it would be helpful to know when the activity is actually completed. Right now, we have to go in and edit the due date when it's completed so we have a more accurate picture of when a…
VISUAL CUES: please give us more visual cues. All pipelines look the same, deals, organisations, people cards look the same. As a result, we're likely to make mistakes like paste our call notes into a People card when we meant to paste them into the Deal card. Org/people/deal cards tend to be text-heavy; please make our…
Use an execution date or end date instead of the start date in projects for planning! This way, we can easily plan by, for example, saying that a certain task should be completed 2 weeks before the end date. Would really help because we work towards and end date and every project has a different time line.
Hi! I've found that it's not possible to set up an automation that triggers on a Deal update and has a condition on custom Person fields. The only available fields to filter on are "Deal contact person", "deal contact person email" and "deal contact person phone". It would be nice to have all Person fields available to…
Hello everyone, I have an idea that could make working with Pipedrive easier for all of us. Currently, there’s no straightforward way to directly notify team members about important emails that come into the system. My suggestion is to implement a comment field for emails where we can leave comments and directly tag…
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