Does the Summary for the Day email include overdue activities? It doesn't seem like it but I need to know if I missed something. I have all the boxes checked to notify.
Hi guys, I can't add VAT number. EU coutry prefix is already installed but my VAT number doesn't work… How I can solve it? Best, Piotr
Is it possible to run a report of recurring products ending for the year? I can see the rise and fall in a graph but not whats ending.
We are using 3 power seats, and would like to have our customer service colleague to use a cheaper plan with only access to projects. Is that possible?
Has anyone had any luck setting a default font for email? I prefer the Sans Serif font as it matches our business aesthetic. However, the automated field (i.e., First Name) is in a different and bold font when the email sends. This mismatch in formatting and font seems unprofessional and sloppy. There are also specific…
I want to filter deals that have field X value = Y OR field Z value=W. I cannot find how to add an OR operator, I can only filter with AND operators. See screenshots for my attempts.
I've noticed a thread from 3 years ago asking for this so not sure if this has been enabled. How do you link multiple contacts from a company to a project? Also contacts from other companies. Here's the scenario. I have a project we've won and it's a Joint Venture with two construction companies. I need to associate…
Is there a way to move appointments in calendar view to another day in volume at one click - eg. say you have 10 calls that were not made today, is there a way to group them and move them all together to another day - thanks in advance
Hi I am syncing my Google calendar to Pipedrive and all my events are now public. My default setting in Google calendar is Private and I cannot go and change the individual setting for each event. How can I limit my teammembers visibility to my events? I don't see how I can do this in the visibility groups.
Email tracking is kind of messed it, it even shows as opened if I see the email sent inside deal, I don't really understand it. The tracking should be excluded from someone who is sending the email.
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