How to distinguish same organization from different countries when searching, attaching to deal?
Hi there,
we are currently dealing with an issue, how to distinguish organizations from different countries. When you are searching or attaching the organization from different countries, you cannot see any detail that would help you to choose, which one is the right one. Example
Unilever from UK
Unilever from CZ
We did it in way that we named the organization [UK] Unilever, however this is limiting as you cannot use it to some dynamic field in email for example.
Is there a way to see more details while searching/ attaching the organization?
Comments
-
Yo have in filter "Persons"
0 -
Iztok Toplak said:
Yo have in filter "Persons"
thanks for reply!
however, I am dealing with different case
for example attaching companies to deals or searching for companies
0 -
Yes, That is different. This problem exist also with persons with same name. There should be additional atached information to the name of company and name of contact to distingnish them. I would propose you to write to customer support. Sometimes in fe w months they come with solutions in updates.
0 -
We have tried to solve this by putting more detail in the descriptive name of the organisation so it is clear in the Search list drop down.
Eg
Roche HQ Paris
Roche HQ Brussels
Roche HQ New York
Roche Lyons - France
Roche Nice - France
Roche San Jose - USA
We would then name the deal as above and include the main product name
Roche San Jose - USA - Spectrometer
and attach the products from the Product tab to the deal so it shows the number of products and value.
Probably not the best way I am sure and no doubt we will come unstuck, but that is how we are doing it now.
The biggest issue we have with Products is that there is no way to enter a Product Code field value for Variations... So all variations of the product show up with the same Product Code which is hopeless for reporting/sorting.... Pipedrive please note!
0 -
Iztok Toplak said:
Yes, That is different. This problem exist also with persons with same name. There should be additional atached information to the name of company and name of contact to distingnish them. I would propose you to write to customer support. Sometimes in fe w months they come with solutions in updates.
Same issue for me, but till now Pipedrive didn't show interest in that topic. Issue is in multiple screens where is lack of information to identify search results or list entries
0 -
Richard Salisbury said:
We have tried to solve this by putting more detail in the descriptive name of the organisation so it is clear in the Search list drop down.
Eg
Roche HQ Paris
Roche HQ Brussels
Roche HQ New York
Roche Lyons - France
Roche Nice - France
Roche San Jose - USA
We would then name the deal as above and include the main product name
Roche San Jose - USA - Spectrometer
and attach the products from the Product tab to the deal so it shows the number of products and value.
Probably not the best way I am sure and no doubt we will come unstuck, but that is how we are doing it now.
The biggest issue we have with Products is that there is no way to enter a Product Code field value for Variations... So all variations of the product show up with the same Product Code which is hopeless for reporting/sorting.... Pipedrive please note!
@Richard Salisbury your solution with including the location in the name of the Org is just what I was going to suggest. @Martin Pecha I recommend you use this method, even though it has the downside of dynamic fields in emails. Maybe you can find a way to include that data in the Org name that is more "esthetic" and the recipient won't find unusual?
As for Richard's question about Product Code Field Value, I'd do something similar and include the code in the Product Variation name:
The good news is that we are working to bring Products into Insights, so soon you will be able to generate Reports including your Products there - see this post.
Speaking of which, here are some pro tips to stay on top of what’s coming down the line:
- Follow What's Planned to know what we're working on currently.
- Join our Research and Beta Testing channel for the chance to try out early versions of new and improved features. 🚀
0 -
Iztok Toplak said:
Yes, That is different. This problem exist also with persons with same name. There should be additional atached information to the name of company and name of contact to distingnish them. I would propose you to write to customer support. Sometimes in fe w months they come with solutions in updates.
Hi @Michael Roedeske , I'm sorry to hear this has been an issue for you.
Be assured that all our users' feedback is in fact sent to the responsible teams for consideration and I'm doing the same with this post.
The hardest job is to prioritise all ideas and suggestions from all our customers and this one hasn't made the cut yet unfortunately. But we do appreciate your feedback and suggestions, so keep them coming.
Here are some pro tips to stay on top of what’s coming down the line:
- Follow What's Planned to know what we're working on currently.
- Join our Research and Beta Testing channel for the chance to try out early versions of new and improved features. 🚀
0
