Auto Save Feature

Hi,

Is it in the roadmap to develop an autosave mode for the notes taken in the activities notepad ?

(I forget too offen to save my notes after finishing a call and I loose it...) Would be great :D

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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 February 24 #2

    Hi @Vincent CHEVALIER 

    Actually we do save the note while you browse around. The only time it gets removed is when a full refresh happens. Is this not working for you?

    image
  • Clare Park
    Clare Park Posts: 3
    edited December 2020 #3

    Hi Vincent - I understand from your example that notes don't disappear if you browse elsewhere - but this isn't autosave.

    I would dearly like to see autosave added for notes (and I see from numerous comments that this would be well received by other users too). The difficulty is not in the browsing but, as I have to work by having several tabs open at the same time, and multitask across clients and suppliers, it is all too easy to forget to save a note. PLEASE can you pass on my request to your tech department to add an autosave feature into notes - just as it is in email? Many thanks

  • Vincent CHEVALIER
    edited December 2020 #4

    Agreed with Clare ...

  • Vincent CHEVALIER
    edited December 2020 #5

    Hi @Vincent CHEVALIER 

    Actually we do save the note while you browse around. The only time it gets removed is when a full refresh happens. Is this not working for you?

    image

    Sorry Mike, I didn't noticed your answer... 

    Not exactly my need... As per Clare comment, I work trough multiple tabs opened in Chrome, and moving from one to another, I sometimes forget to save my notes in an activity (call or meeting) and finaly lose it...

  • Mike van der Valk
    Mike van der Valk Posts: 4,386 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited December 2020 #6

    Thanks for clarifying both @Clare Park and @Vincent CHEVALIER I'll pass this on to our team!

  • William Yatscoff
    William Yatscoff Posts: 1
    edited April 2021 #7

    I agree with Clare as well. Jut started using this two weeks ago and lost notes from meetings. Will likely starting writing notes in OneNote and maybe moving them over or not.