Test out user-experience improvements on the Calendar and Activities!

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Vincent Jyrwa
Vincent Jyrwa Pipedrive Team Posts: 224 PIPEDRIVE TEAM
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edited February 14 in Research and Beta Testing #1

Edit: This is live for all users and new signups now! 

 

We invite you to test out improvements on the Calendar and Activity view. Please fill in your account name and registered email address on this form -> https://forms.gle/Qw1kpS67YQx8KuTM8
 

What are the improvements?

  • Quickly access activity information on the calendar
  • Quickly access linked deal, linked person and linked organization information on the Activity view
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Why are we doing this?

  • From our data, we see that 70% of the activities clicked on the Pipedrive Calendar view are viewed and saved without editing. We can infer that most activities opened are done so with the purpose of only seeing more information on the activity.
  • With overlapping activities on the calendar, it can be quite time consuming to open-and-close activities one by one. With the Activity card, it is faster to access the same information with just a single click
  • We have received a lot of feedback from users who would want to access information on the linked deal, linked person, linked organization on the Activity view. Now you can do so by hovering your mouse cursor on the item.

After you submit the form, these features will be enabled for your company within the next 12 hours! 

Please leave feedback on the Community thread with your thoughts.

Thank you and happy testing!

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  • Jörgen Sjöstrand_231
    Jörgen Sjöstrand_231 Member Posts: 80
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    edited February 2022 #2
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    That's a really good improvement, looking forward to try, nice going!

  • Vincent Jyrwa
    Vincent Jyrwa Pipedrive Team Posts: 224 PIPEDRIVE TEAM
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    edited May 2020 #3
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    Jörgen Sjöstrand said:

    That's a really good improvement, looking forward to try, nice going!

    Thank you @Jörgen Sjöstrand. I've enabled it for your account! 😊

  • Jörgen Sjöstrand_231
    Jörgen Sjöstrand_231 Member Posts: 80
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    edited February 2022 #4
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    Great, function - looks stable already! 
    A future improvement could be to have mail and phone number in the popup as links (like Calto: or even better to activate your cellphone to call). That way, it would be possible to call/mail directly from the activity without as it is today where you firs have to close down the Activity to make call/mail.

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  • Vincent Jyrwa
    Vincent Jyrwa Pipedrive Team Posts: 224 PIPEDRIVE TEAM
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    edited June 2020 #5
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    Jörgen Sjöstrand said:

    Great, function - looks stable already! 
    A future improvement could be to have mail and phone number in the popup as links (like Calto: or even better to activate your cellphone to call). That way, it would be possible to call/mail directly from the activity without as it is today where you firs have to close down the Activity to make call/mail.

    image

     

    Thanks for the feedback @Jörgen Sjöstrand. Your points are valid and it's something for us to look into (especially from a technical and UX feasibility point of view). 🙂 

  • Ben Bocell
    Ben Bocell Member Posts: 8
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    edited November 2021 #6
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    looks good......On the Edit Activity page, please add an all day button instead of just a specific time frame. 

  • Jörgen Sjöstrand_231
    Jörgen Sjöstrand_231 Member Posts: 80
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    edited November 2021 #7
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    image

    I just came across another possible improvement in a call where I found out that the customer had another need than I first thought - so I needed to change the Pipeline. But couldn't do that. It would be great if it were possible to click on the line here "Pipeline - contact made" and from that change pipleline. Now I had to close down everything, go to the deal, change pipeline, go back, search up the list again...   

  • Miguel Jaime
    Miguel Jaime Member Posts: 4
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    edited February 2022 #8
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    Good improvement!! How can I prove it?

  • Vincent Jyrwa
    Vincent Jyrwa Pipedrive Team Posts: 224 PIPEDRIVE TEAM
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    edited July 2020 #9
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    Miguel Jaime said:

    Good improvement!! How can I prove it?

    Hi @Miguel You can fill this form -> https://forms.gle/Qw1kpS67YQx8KuTM8 (It's mentioned in the post above). And I will enable this feature on your account. 

  • Vincent Jyrwa
    Vincent Jyrwa Pipedrive Team Posts: 224 PIPEDRIVE TEAM
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    edited July 2020 #10
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    Miguel Jaime said:

    Good improvement!! How can I prove it?

    @Miguel  It's enabled now :) 

  • Miguel Jaime
    Miguel Jaime Member Posts: 4
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    edited July 2020 #11
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    Miguel Jaime said:

    Good improvement!! How can I prove it?

    Thanks vincent!

  • Vincent Jyrwa
    Vincent Jyrwa Pipedrive Team Posts: 224 PIPEDRIVE TEAM
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    edited September 2020 #12
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    Dear all, we're rolling this feature for all Pipedrive users in the next few days! 😊 

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