Automation with new Activity frustration

 Right now when I complete an activity, the pop up for a new future activity is always for the current day. I wish we could somehow change this to a new date automatically instead of the current date. I created a new automation template that automatically sets an activity 4 weeks away, but now I wind up with two activities. The help chat told me this can not be changed. UGH!

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  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited January 2021 #2

    Until a better solution comes along, hit the Escape key when the popup comes up.

    Or mark activities as done in Bulk.

     

  • Chris Rozon
    Chris Rozon Posts: 24
    edited May 2021 #3

    I asked the same question yesterday, the answer was that it's not possible at this time.

  • Mike van der Valk
    Mike van der Valk Posts: 4,376 PIPEDRIVE PRODUCT MANAGER
    2500 Comments 25 Likes Second Anniversary First Answer
    edited February 2021 #4

    Hi @Brian Cress the post @Chris Rozon refers to is right here: https://community.pipedrive.com/post/5e964b445178d93d64544951

    Tagging you here for this feedback @Vincent Jyrwa :) 

  • Vincent Jyrwa
    Vincent Jyrwa Posts: 236 PIPEDRIVE PRODUCT MANAGER
    Second Anniversary Photogenic Pipedrive Employee
    edited February 25 #5

    Hi @Brian Cress @Amit Sarda @Chris Rozon

    We're happy to inform you that we now have a solution to disable the activity pop-up. Admins on the account will have the option to turn the pop-up off always or only on specific pipelines. Please note, this setting is available only if the company has an active workflow automation. 

    We have enabled this setting on your company account and you can modify it by visiting Company settings > Activities. By default, it is enabled always.

    image


    We're currently testing this solution with users who have faced this problem. It would help us if you can also share your feedback! :) 

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited February 2021 #6

    Hi @Brian Cress @Amit Sarda @Chris Rozon

    We're happy to inform you that we now have a solution to disable the activity pop-up. Admins on the account will have the option to turn the pop-up off always or only on specific pipelines. Please note, this setting is available only if the company has an active workflow automation. 

    We have enabled this setting on your company account and you can modify it by visiting Company settings > Activities. By default, it is enabled always.

    image


    We're currently testing this solution with users who have faced this problem. It would help us if you can also share your feedback! :) 

    Along with the Pipeline, can you also add the option to select:

    • Users
    • Activities

     

    This has been long due and although I don't believe in disabling this, I believe users should have the choice to disable it whenever the situation demands.

     

    Great job, and thank you!

  • Vincent Jyrwa
    Vincent Jyrwa Posts: 236 PIPEDRIVE PRODUCT MANAGER
    Second Anniversary Photogenic Pipedrive Employee
    edited February 2021 #7

    Hi @Brian Cress @Amit Sarda @Chris Rozon

    We're happy to inform you that we now have a solution to disable the activity pop-up. Admins on the account will have the option to turn the pop-up off always or only on specific pipelines. Please note, this setting is available only if the company has an active workflow automation. 

    We have enabled this setting on your company account and you can modify it by visiting Company settings > Activities. By default, it is enabled always.

    image


    We're currently testing this solution with users who have faced this problem. It would help us if you can also share your feedback! :) 

    Thanks @Amit Sarda 
    Can you please elaborate a bit more? What do you mean by an option to select "users" and "activities"? 

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited February 2021 #8

    Hi @Brian Cress @Amit Sarda @Chris Rozon

    We're happy to inform you that we now have a solution to disable the activity pop-up. Admins on the account will have the option to turn the pop-up off always or only on specific pipelines. Please note, this setting is available only if the company has an active workflow automation. 

    We have enabled this setting on your company account and you can modify it by visiting Company settings > Activities. By default, it is enabled always.

    image


    We're currently testing this solution with users who have faced this problem. It would help us if you can also share your feedback! :) 

    You see how you can select certain pipelines to allow the popups for? Similarly, the popups setting should allow selecting users, user groups, and activities.

    Example:

    • Show popups after activity completion only for members A, B and not for C, D.
    • Show popups after activity completion only for calls but not for emails.

    Hope this is clear now.

  • Vincent Jyrwa
    Vincent Jyrwa Posts: 236 PIPEDRIVE PRODUCT MANAGER
    Second Anniversary Photogenic Pipedrive Employee
    edited February 2021 #9

    Hi @Brian Cress @Amit Sarda @Chris Rozon

    We're happy to inform you that we now have a solution to disable the activity pop-up. Admins on the account will have the option to turn the pop-up off always or only on specific pipelines. Please note, this setting is available only if the company has an active workflow automation. 

    We have enabled this setting on your company account and you can modify it by visiting Company settings > Activities. By default, it is enabled always.

    image


    We're currently testing this solution with users who have faced this problem. It would help us if you can also share your feedback! :) 

    Thank you for elaborating and it definitely helps us understand the use cases better.