Can Pipedrive add a team member view filter for Company & Contact timelines?
Does anyone else have this issue? We have our outlooks synced to pipedrive and when we have calls with clients, it shows up multiple times in a company & contact timeline. Since each team member is on the invite - it will record each time on the timeline. Same goes with emails if every team member is on the thread. Pipedrive should add a filter feature where you can toggle timeline views by user. That way when I go to a contact card and look down the timeline to see my calls, emails, notes, files, etc., I can filter it from just my account. Then if I want to see my teammates interactions with them, I can toggle between each team members view.
Answers
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Hi @Broker Pete,
Thanks so much for this feedback! I would be happy to pass this along internally but feel free to also post this in the Ideas and Product Feedback section of the Community so other users can upvote your suggestion!
Regarding the email visibility, as a workaround in the meantime, you can adjust the individual email visibility for the emails where every team member is on the thread to private so it only appears once for each user in the detail view!
I hope this helps!
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Got it - we like having all visibility public, so we can track who spoke to the client last. We just need a filter option like you have in the pipeline view, were we can pin team members and toggle the timeline from each team members view.
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