Timeline > Files: Filter by file type

Martin Eckardt
Martin Eckardt Posts: 41
10 Comments
edited July 2022 in Ideas and Product Feedback #1

We are often using the "Files"-Section of the Deal-Timeline to search for a file  that has been sent to a customer by a colleague. However, it is quite a hustle to find the files since most people have images in their signatures that are listed there. If an email goes back and forth a few times the image of each reply is attached to the email. Therefore, it can be very difficult to find an PDF File in there.

It would be great if one could filter on top which files types are to be shown (.jpg, .png, .pdf or custom ending). Furthermore, it would be great if different file icons (instead of the paper clip) could be used for the most common file types.

 

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Deal Timeline Files

 

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  • Jay Wealcatch
    Jay Wealcatch Posts: 76
    10 Comments Second Anniversary 5 Likes Combo Breaker
    edited January 2021 #2

    Variations of your point has been mentioned in several other posts. Thanks for chiming in on this. It's desperately needed.

    Preview thumbnails would solve most of this for us and I am still scratching my head why this isn't able to be rolled out in a matter of days.

  • Inês Batata
    Inês Batata Admin Posts: 2,917 COMMUNITY MANAGER
    2500 Comments Third Anniversary 5 Likes First Answer
    edited February 2022 #3

    Hi @Martin Eckardt !

    Thank you for giving us such a clear illustration of your use case and how you'd envision it being improved. Other users sometimes mention similar situations. I've made sure to forward your suggestion internally for consideration.

  • Richard Salisbury
    Richard Salisbury Posts: 22
    edited January 2021 #4
    Inês Batata said:

    Hi @Martin Eckardt !

    Thank you for giving us such a clear illustration of your use case and how you'd envision it being improved. Other users sometimes mention similar situations. I've made sure to forward your suggestion internally for consideration.

    When can we see some implementation of a solution to this major failing in Pipedrive?  There must be a way to filter, delete, or pin relevant attached files to a deal, contact person or organisation without the file being submerged in a swamp of attached sig files from emails. Thumbnails would be "nice" but they would not help by showing thousands of company logos on a person's record.  Dragging important files to a sidebar would be nice.  It has been months since this problem was brought to Pipedrive attention.  When do we see something happening to fix it?  Competitive products are able to put out fixes quickly.

  • Inês Batata
    Inês Batata Admin Posts: 2,917 COMMUNITY MANAGER
    2500 Comments Third Anniversary 5 Likes First Answer
    edited October 2020 #5
    Inês Batata said:

    Hi @Martin Eckardt !

    Thank you for giving us such a clear illustration of your use case and how you'd envision it being improved. Other users sometimes mention similar situations. I've made sure to forward your suggestion internally for consideration.

    @Richard Salisbury I'm afraid right now there are no concrete short term plans to make these improvements. Unfortunately with many customers and requests and with limited development resources, we need to prioritise and make choices what to deliver first. We will make sure however they will consider your suggestions but we can never make any promises although we wished we could.

  • Sam Clarke
    Sam Clarke Posts: 12
    edited January 2021 #6

    +1 to this, please add filtering. Currently files and contracts get lost in the forest of email attachments

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