Activity List Behavior Change - disrupts my productivity

I noticed a change in the behavior of how activity lists work.  It now seems to auto pop-up the next item in the list after you mark the previous one as Done.  My problem is that the information it pops up is incomplete for me to complete the activity.  For instance, for a Call activity, there is no phone number field in the activity for a call.  So I have to dismiss the current activity, go back to the list, click on the person's name, and use that screen to get the phone number.  So, it is really causing me extra work.

 

Here are some solutions:

1. add the persons phone fields and/or email fields to the activity and make these clickable to bring up the dialer, or

2.  just don't do this behavior.  It really doesn't help me as.

3. Make this a settings option for people that this might help

 

Perhaps I am getting this wrong and there is a setting to control this, but I haven't found it.

Thanks

 

0
0 votes

· Last Updated -

Comments

  • David Bialer
    David Bialer Posts: 4
    edited December 2020 #2

    Never mind!  I saw the tabs at the top of the popup for both contact and company.  I am happy.  Good job!

  • Mike van der Valk
    Mike van der Valk Posts: 4,290 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited December 2020 #3

    Hi @David Bialer glad to see that you saw the tabs! 

  • Almonzer Eskandar
    Almonzer Eskandar Posts: 133 PIPEDRIVE PRODUCT MANAGER
    Second Anniversary Name Dropper Photogenic Pipedrive Employee
    edited February 25 #4

    @David Bialer about the aspect of going to the next activity when done, we have removed this behavior, when marking the activity as done we will close the side panel to allow you to pick your next activity by yourself to have control over your flow. 

    Please feel free to send further feedback about the feature :) 

  • David Bialer
    David Bialer Posts: 4
    edited December 2020 #5

    @David Bialer about the aspect of going to the next activity when done, we have removed this behavior, when marking the activity as done we will close the side panel to allow you to pick your next activity by yourself to have control over your flow. 

    Please feel free to send further feedback about the feature :) 

    I think that is an improvement as it gives me more control over the next activity, and I can view the time I have scheduled the upcoming activities when the side panel is closed.  Thank you.

  • David Bialer
    David Bialer Posts: 4
    edited February 25 #6

    One further improvement, I think, would be to return the user back to the activity list.  Currently, after you mark an activity as Done and then Saved, a popup window to schedule a new activity appears, then after you do that, it returns you to the side panel with the activity that you just marked Done and Saved.  Currently it gives the same options that you previously did: Save, Cancel, or close the window.  This is a bit confusing sine the activity is already Done and those options don't need to be presented again (I was confused, was it saved or do I need to save it again?).  The next action would then be to close the side panel in order to view your activity list and select the next one you wish to do.

    My suggestion is that after you mark Done, Save, schedule a new activity - the user should then be returned to the Activity list to select and start their next activity, rather than having to close the side panel manually to select their next activity. 

  • Almonzer Eskandar
    Almonzer Eskandar Posts: 133 PIPEDRIVE PRODUCT MANAGER
    Second Anniversary Name Dropper Photogenic Pipedrive Employee
    edited February 2021 #7

    One further improvement, I think, would be to return the user back to the activity list.  Currently, after you mark an activity as Done and then Saved, a popup window to schedule a new activity appears, then after you do that, it returns you to the side panel with the activity that you just marked Done and Saved.  Currently it gives the same options that you previously did: Save, Cancel, or close the window.  This is a bit confusing sine the activity is already Done and those options don't need to be presented again (I was confused, was it saved or do I need to save it again?).  The next action would then be to close the side panel in order to view your activity list and select the next one you wish to do.

    My suggestion is that after you mark Done, Save, schedule a new activity - the user should then be returned to the Activity list to select and start their next activity, rather than having to close the side panel manually to select their next activity. 

    @David Bialer  Thank you for the elaborate feedback. 

    The side panel will stay open in order to let the user control their flow, it might be that there are other actions on the linked Deal, Person or Org that they wish to make, closing it might cause the user to lose their thoughts trying to find the same activity again. 

    That said, we do close the side panel in one case, if the activity was removed from the list, then the panel will automatically close as the activity no longer exist, but even this case we wish to change, because Closing the panel is easier than finding the same activity again and continue the work there