Caller functionality

I am trialling CALLER and loving it.

However 3 minor points:

1) after hanging up, I keep forgetting to check the box for "Schedule Next Activity".  This is because I am so used to Next activity popping up automatically on the completion of an activity.  It would be better (and more consistent) if the default setting was that this was checked (or we could choose our own default setting).

2) The default setting is that when Calling using Caller it assumes, this relates to the next planned activity (unless every activity is a call).  Often this may not be the case.  I think there should be a prompt as to whether this relates to the named next planned activity or a new activity rather than defaulting to one or the other.  Particularly has you can't then edit that record afterwards (see 3 below)

3) Once a call has been completed - it's impossible to edit the notes.  This is the only time that an activity cannot be edited, which is unusual.

Otherwise I remain in love with Pipedrive!

 

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  • Mike van der Valk
    Mike van der Valk Posts: 4,386 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited September 2020 #2

    Hi @[email protected] 

    Thanks for taking the time to write down your suggestions for improvement. I've just passed this on to our product manager working on the caller feature, hopefully we can improve this all in the future.

  • Daniel_29491
    Daniel_29491 Posts: 4
    Integration Partner
    edited February 2021 #3

    Hey


    Me and my friends created an app to identify caller person that is connected with pipedrive database. In simple words when someone calls you mobile app (Android only) shows you informations stored in your pipedrive.


    We would like to ask you what information would be crucial for you as active users.
    We will be grateful if you have moments to indicate which data would facilitate your work during customer service.

    You can check the app here: Third Party Apps & Integrations. At this moment the app is not listed but you can test it and share with me your opinion :)

     

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