Filtering 'Done' Activities by Activity Type

Options
Gianluca Vandenberg
Gianluca Vandenberg Member Posts: 2
edited July 2022 in Ideas and Product Feedback #1

When you try to find an activty in the "done" section of a deal or organization, you can only select all activities which can be a lot. The suggestion: to add some kind of drop down bar to let you pick a certain activity type. 

Why: We want to log our comprehensive meeting notes in pipedrive, but with so many activities going on in between them, it gets to clutterd to find them back in an organized fashion. 

Also, it would be convenient to quicly see the amount of call attempts or see what email activities have been completed.

 

image
5fd34b515a7a551ff091ed24_10794.png
Tagged:

Comments

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,078 PIPEDRIVE TEAM
    First Anniversary 5 Likes 5 LOLs First Answer
    edited December 2020 #2
    Options

    Hi @Gianluca Vandenberg great feedback, I'll pass it on to our team! For now the best workaround is to go to the activity list view and from there apply a filter to find these activities for specific users or types of activities.

  • Haneul Kim(김하늘)
    Haneul Kim(김하늘) Member Posts: 1
    edited June 2022 #3
    Options

    Hi @Mike van der Valk
    Is there any update for this feedback. If so, Which web page can I look for this update?

Categories