What do you think of a "Month" View in the Activities tab?
Eddy Bahnam
Posts: 1
What do you think of a "Month" View in the Activities tab?
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Thanks for polling, curious to see the results
I've removed the "what's new" topic tag from your post. This topic is used by Pipedrive employees to share our latest product updates. 0 -
i setup a calling cadence for cold email, so a monthly view can show me how many calls are scheduled in the future, and to error check my automation!0
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Hi Eddy, thanks for asking. I don't have an interest in seeing a monthly view of the activities. Here are the changes I would like to see on the activities page 1. Change so that not every activity from google calendar sync needs to be clicked as complete. Only about 1/4 of the activities on my google calendar are things I need to check off as done. Examples of this are "workout, drive to house etc." 2. Automatically sync an activity that includes a contact email, with that contact. The most important reason for me to sync my google calendar with pipedrive, is so that meetings with a contact or organization show up in their contact or organization view. Having to do this manually seems tedious. 3. When I mark an activity as complete, the box automatically pops up to create another one. this is unnecessary and annoying to have to close the box out every time. Thank you for reading and I hope this feedback is helpful. I would love to see these changes
- Isa 0 -
Could be just awesome just as having the possibility of through control + enter finish activities, send mails and apply all other applicable things. hahah
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As my business events cover an entire day, it would be helpful see the month on one screen so that I can balance my time. Naturally, I can go to my Gmail calendar, but why where Pipedrive should be an all-in-one platform to do business. I think it should be included.0
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Thanks @Isa Almy and @Harry Maurer for chiming in. I'll pass on your feedback 🙏 Also, Isa, regarding point 1 in your suggestion, you could potentially split up business activities and others like driving and working out into different calendars so you only have. your business activities in Pipedrive. And when it comes to point 3, this is done to keep focussing on the next activity/step to close that deal. However, I understand it would be nice if you can control if it shows or not. Enjoy the weekend!0
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@Mike van der Valk The pop is quite annoying. This has been requested in the past.0
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Thanks for the feedback @mikevandervalk ! Please let us know if #3 gets changed. It sounds like it's been tedious for others as well. Seems like it could be an option to choose, if some wanted the automatic, they could keep it. If it was hindering to others like myself, we could opt out. 0
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Hi @mike I am also curious. Is there a way to easily see how many meetings in a week included a contact or organization? I am trying to track how many customer meetings I am having each week. Ideally, it would be great to see this in a report and track the differences week over week. Please let me know if this is possible. Thank you!0
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Hi @Isa Almy and @Support unfortunately there's no plans at the moment, but I've reached out to the team to get this topic discussed again and shown this post and comments. Regarding your second question. Unfortunately, this is not possible to see in a report right now. However, you can create filters on your activity list views where you filter for example activities where organizations and persons are empty, like this: https://sharing.pipedrive.com/kYKujM0
