Problem with notes not saved

I sometimes forget to save notes upon leaving a contact's page. 

I have requested that Pipedrive develop a default whereby they are saved automatically.

Does anyone have a workaround that will help out this forgetful person?

Many thanks in advance for any suggestions you may have,

Marjorie Saulson

#Asking for Advice, #Saving Notes

1
1 votes

· Last Updated -

Comments

  • Marcus Fagerberg
    Marcus Fagerberg Posts: 1
    edited January 28 #2

    We have the same problem forgetting to save notes. @Mike van der Valk will there be a development of autosave for notes?

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 611 COMMUNITY MANAGER
    100 Comments 25 Likes 5 Answers Community Manager
    edited January 31 #3

    Hi @Marjorie Saulson  and @Marcus Fagerberg , thank you for the feedback! This is not something in the plans for the very near future, but our developers are aware it is a popular request. I will be sure to alert them to yours and other examples described here in the community

    While it is not the same as auto saving a note, it is still possible to type an unsaved note inside a deal for example, navigate away and come back to the deal to find the text still there. Provided you do not close the window, clear your cache or log out.

  • Flip Nolen
    Flip Nolen Community Driver Posts: 127
    100 Comments Second Anniversary Combo Breaker Photogenic

    Auto-saving of notes is a must-have. Sometimes I quickly need a place to brain dump, and for ease of purpose, a note inside Pipedrive would be the best place but the lack of auto-save means I have to use a 3rd party app, which I don't want to do.

    I'd much prefer everything inside Pipedrive, but the lack of this function prevents this.

  • Given that my request for this auto-save feature for notes was made in January 2022, which is 7 months ago, and given that it was stated that this is an often requested feature, I'm wondering what is taking the Pipedrive team so long to get with the program, and provide this crucially important and often requested refinement to the platform.


  • Flip Nolen
    Flip Nolen Community Driver Posts: 127
    100 Comments Second Anniversary Combo Breaker Photogenic

    Auto-saving of notes is super important.

  • I agree, the number of times I'm taking notes whilst on a call to a client and forgotten to save. Auto-save would be a lifesaver