Having projects included with the other filter areas

Angie
Angie Member Posts: 3 VERIFIED MEMBER
Photogenic
edited September 20 in Ideas and Product Feedback #1

Hi Pipedrive,

It would be extremely helpful if the fields from the project area were available alongside those from deals, people, organisations, activities, and products when creating a filter.

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  • Sophie
    Sophie Pipedrive Team Posts: 199 PIPEDRIVE TEAM
    Third Anniversary 100 Comments 5 Answers 5 Likes
    #2

    Hi @Angie,

    Thanks so much for sharing this feedback, unfortunately at the moment this is a limitation but I would be happy to pass this along internally!

    Additionally, feel free to share this in the Ideas and Product Feedback section of the Community so other users can upvote your suggestion! Thank you!

  • LynsR
    LynsR Member Posts: 2 NEW MEMBER
    First Comment
    #3

    I agree, this would be a really useful feature to have please. We use our projects boards for existing clients and we often want to remove them from mailing lists we're creating for marketing campaigns using the people, deals and organisation filters. But the only way we can remove them at the moment is by adding a label to the deal.

    It would be much easier and better if we could simply filter out anyone who appears on a projects board / has an open project.

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