Acivity missing information

Oxana
Oxana Member Posts: 2 VERIFIED MEMBER
First Comment
edited March 14 in Sales CRM #1

Hi

My colleague (with a Pipedrive account), created an activity with all needed information (as location, guests, description, contact, organisation...). We have the two-way sync, with "entire company" visibility. I accepted the invitation for the activity (as I am a guest this time), however: on the activity showed on my calendar, there is some missing information as for example the contact and organisation related to the activity.

It seems that as the activity is being created through the calendar sync, it doesn't bring all information to my Pipedrive calendar.

It is expected a future development to solve this part and bring the complete information of the activity to my calendar?


Thank you and best regards

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Answers

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,626 VERIFIED MEMBER
    Fifth Anniversary 1000 Comments 250 Likes 25 Answers
    #2

    Have you checked this setting in the calendar sync settings?

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  • Oxana
    Oxana Member Posts: 2 VERIFIED MEMBER
    First Comment
    #3

    Hello Amit, I tried as you suggested but the information on the activities is still missing.

  • Monica Pellegrino
    Monica Pellegrino Member Posts: 14 VERIFIED MEMBER
    Fourth Anniversary 10 Comments 5 Likes
    edited July 2023 #4

    Was this issue ever resolved? One of my sales reps is having a similar issue even after selecting "show contact and deal info. In this case, they're unable to see the contact and organization in Outlook. All that appear is the activity type and time. Wondering if he has to sync his contacts from Pipedrive to Outlook as well.

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