Automatic EXPAND the NOTES in the Deal History

Bruno Costa
Bruno Costa Posts: 1
edited March 16 in Sales CRM #1

Hi all,

It seems that Pipedrive has changed the behavior for the presentation of Notes in the feed of a Deal History - now by default they are collapsed, meaning to see the notes and quickly get up-to-date with the Deal's status you have to do extra clicks (sometimes in several Notes until you find what you need).

Pipedrive support said they are taking my feedback in consideration, and to give strength (hopefully) to it they asked to post here so the community could also pitch in on this particularly feature that was reverted.

Do you agree with me that having Notes being expanded by default is best?

Thanks!

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Answers

  • Eric Weddle
    Eric Weddle Posts: 1
    First Comment Photogenic First Anniversary
    #2

    Yes, this is killing us. I can understand collapsing over 3 lines or something but showing 1 line is stupid and obnoxious.

  • Graham Cox_55849
    Graham Cox_55849 Posts: 91
    25 Likes 10 Comments Name Dropper First Anniversary
    #3

    It depends how big the notes are I think. Maybe a global toggle to allow each user to specify if they should be expanded or collapsed by default. Or a setting on each note to override the global toggle perhaps?

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