Ability to Refer to Specific Notes via URL

Adam Mockor
Adam Mockor Member Posts: 5 NEW MEMBER
First Comment
edited October 24 in Ideas and Product Feedback #1

Hello Pipedrive Team,

I have been using Pipedrive for managing deals, leads, and other entities, and I find it incredibly useful for my work. However, I noticed that there is currently no way to directly refer to a specific note within a deal, lead, person, or organization using a unique URL.

This feature would be extremely beneficial for quickly sharing or referencing important notes across teams, especially when collaborating on multiple deals or customer interactions. Having a URL that links directly to a specific note could improve productivity and streamline communication between team members.

Could you please consider adding this feature to Pipedrive? I believe it would significantly enhance the user experience and help users like myself stay organized and efficient.

Thank you for your consideration!

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  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,293 COMMUNITY MANAGER
    1000 Comments 250 Likes 25 Answers Third Anniversary
    #2

    Hi @Adam Mockor thank you for your feedback! In Pipedrive notes exist inside items such as deals, organizations or people, so you could share the URL for those instead. If you can't do that for some reason, could you let us know why so we can better understand your need?

  • Adam Mockor
    Adam Mockor Member Posts: 5 NEW MEMBER
    First Comment
    #3

    Thanks for getting back to me! I get that I can share the URL for a deal, organization, or person, but the issue comes up when we need to reference a specific note inside those items. In my team, we often discuss deal updates in notes, and having to tell someone to “go to this deal and scroll down to find the note” isn’t as efficient.

    For example, in Asana, I can share a link directly to a specific comment, which is super handy when we’re trying to point out something specific in a long thread. It would be great to have a similar feature in Pipedrive for notes. That way, we could just link straight to the exact note we’re talking about, saving time and avoiding any back-and-forth confusion.

    Hope that makes sense! Thanks again for considering this.

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,293 COMMUNITY MANAGER
    1000 Comments 250 Likes 25 Answers Third Anniversary
    #4

    Thanks for that @Adam Mockor , the feedback has been forwarded to our developers.

  • Brent
    Brent Member Posts: 5 VERIFIED MEMBER
    First Anniversary First Comment Photogenic
    #5

    Actually, you can do this to a degree. When users have notifications turned on for mentions (e.g., @johndoe), they will receive a direct URL to the mention.

    If you need to send someone a direct note link without mentioning them, you’ll need to retrieve the note ID, making it a bit more complicated. Since the note ID is not readily accessibly, sending a direct link to someone without using the @mention is really only useful when using the API and note IDs are readily accessible.

    Below is the format for the direct links, used in notes for a deal as well as a person. Same logic applies to Organizations.

    https://{company-domain}.pipedrive.com/deal/{deal_id}?objectType=note&objectId={note_id}
    https://{company-domain}.pipedrive.com/person/{person_id}?objectType=note&objectId={note_id}

    And for a direct link to an activity:

    https://{company_domain}.pipedrive.com/activities/list?activity={activity_id}#dialog/activity/edit

    or

    https://{company_domain}.pipedrive.com/activities/list/user/everyone?selected={activity_id}&tab=activity

    https://{company_domain}.pipedrive.com/activities/list/user/everyone?selected={activity_id}&tab=organization

    https://{company_domain}.pipedrive.com/activities/list/user/everyone?selected={activity_id}&tab=deal

    Hope that helps!

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