Pipedrive default is to have notes entered in HTML format. This allows for dot-points, weblinks, mailto links etc and is beneficial for some situations. In our situation it does not serve us, as when we export a report on activities for the team's reference, the formatting/links scramble and can make the entry unreadable.…
Hello, very simple UI/UX idea, could you please add the Copy button when we hover on an email? Or, have a copy button right next to every email. Would save time!
HI all, Can you make an option to toggle the email thread order, from oldest on top to newest on top please? Newest on top is more attractive to avoid scrolling. And I notice that in a deal an email threat is presented newest on top, where as in the email inbox an email thread is shown as oldest on top. I find that…
I would appreciate the ability to have more fields available from Activities, Deals, and Products for report building. The limited options makes it extremely difficult for me to build the reports I need. Thanks.
Not having the ability to upload attached products to (past) Deals is a real headache because it means we can't get any meaningful product sale data out of insights. We barely use the insights functionality because it's so limited but one report we do need is product (and product category) sales. With all of our previous…
The calculated field "automation" is very useful when trying to streamline entries of leads that need some sort of basic calculation for multiple fields. However, I can assume that a lot of companies use far more intense calculations for certain fields, usually monetary ones. It is both very difficult to copy a formula…
At the moment, the pipeline counts weekends. Meaning if a deal is made on Mon 1st and doesn't move for 7 normal days, it will rot on Sunday 7th. However, it would make more sense for our business if it begins to rot on Tues 9th (7 working days vs 7 normal days).
I've been asked a few times about this and I'm not sure if there is a work around or not. When an email is created from within a deal, the participants need to be included in the email. This obviously comes with some dangers and if this was being developed as an enhancement I would be asking a question at the start of the…
Is it possible to make a filter in Deals/List to only see deels that have a payment schedule?
It would be very helpful if we could build automations in such a way that they are started by a specific day and/or time. (daily/weekly/every 1st of the month/etc.) Currently, automations are only started by a manual input. Which means you have to touch the deal, but automations built in the shelf to avoid that. You want…
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