Projects Filters and Contacts

Bob
Bob Member Posts: 1 VERIFIED MEMBER
edited June 2023 in Ideas and Product Feedback #1

I need to be able to filter my many projects based on any fields that I may have available, including custom fields that I have added to projects...

Because I am managing many projects it would be most helpful to create & save these filtered views!

Also - as I have requested in a separate tech discussion, I need projects to have numerous contacts assigned to them. For the non-profit I manage, our project teams are comprised of many contacts with various roles in the project. It would be very helpful to have the ability to link numerous contacts to numerous projects in a many-to-many type relationship...

I have a very awkward temporary approach with a custom multiple options field for contacts. The field lists "project names" to pick from for a contact. However, my manual "project names" list for that field is not linked to any actual Pipedrive projects. So, as new projects are added, or I change the name of a real project, the custom field becomes out-of-date and more or less useless.

Hope you can implement some new features for projects like this asap!

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  • SabineR
    SabineR Member Posts: 2 NEW MEMBER
    First Comment
    #2

    Mir geht es genauso. Ich benötige unbedingt die Möglichkeit Projekte in den Filtermöglichkeiten mit nutzen zu können. Aktuell ist es nicht einmal möglich, zu filtern, ob ein Kontakt einem Projekt zugeordnet ist. Ich kann nicht nach Notizen in Projekten filtern etc Ich arbeite in unserem Fall aber nur mit Projekten und Kontakten und das macht es gerade echt schwierig. Leider sehe ich, dass das Problem schon 1,5 Jahre alt ist und hier keine Änderung erfolgt ist?

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