Monthly Calendar View
Is there a way to allow users to see an entire month at one time? While I appreciate the desire to focus tasks and activities on a weekly basis, not providing users the capability to see further out on our calendars keeps us limited on planning and flow. Thanks!
Comments
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@Ashley Abplanalp currently this is not possible unfortunately but I'll pass on your suggestion to the team. Right now the best alternative is go to the activity list view and there work with the dates and filters to see what you'd like to see and plan ahead.
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Mike van der Valk said:
@Ashley Abplanalp currently this is not possible unfortunately but I'll pass on your suggestion to the team. Right now the best alternative is go to the activity list view and there work with the dates and filters to see what you'd like to see and plan ahead.
That would be great. You've got to start with the end in mind....
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I have to agree. If you consider businesses that MUST plan their services appointments weeks in advance and need support for services that must be scheduled across multiple days or weeks....the current view of one week at a time is inconvenient. VERY inconvenient. Daily, weekly and monthly views are standards in today's world.
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I agree - very inconvenient. I am surprised by this.
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Yes, please add the monthly view. That's basic functionality!
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This is urgently needed. My sales calls are booked 4 to 6 weeks out. Other CRM's I have used have this feature. Standard
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Amy Jo Lippe said:
This is urgently needed. My sales calls are booked 4 to 6 weeks out. Other CRM's I have used have this feature. Standard
Hi @Amy Jo Lippe thanks for writing, I'll highlight this again to our team as a wish from our users!
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I would also agree to adding this feature much needed on our end
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I agree! Also, in calendar view I cannot drag an item from the last day of the week to the new week ahead, I have to enter in new date and time. Unless there is a way that I don't know?
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Agreed! Much needed function!
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Dumbfounded that there isn't a monthly view.
it was one of the first things I looked for on day one of using pipedrive. I was convinced I JUST HAD to be missing something. Crazy!
I'll see if I can make this work.0 -
Amy Jo Lippe said:
This is urgently needed. My sales calls are booked 4 to 6 weeks out. Other CRM's I have used have this feature. Standard
When will this be integrated? Its a basic feature...
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I absolutely need this function in my daily life. this actually might be a deal breaker for my company. So far I like the CRM but this feature missing makes this programming useless.
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@Mike van der Valk just wondering if there has been any further activity on a monthly calendar view?
It will be super handy to have this function now that projects are in BETA.
For example, I might want to access a monthly calendar for Shan and download and attach it as a file to a project etc.0 -
Felicity Nolen said:
@Mike van der Valk just wondering if there has been any further activity on a monthly calendar view?
It will be super handy to have this function now that projects are in BETA.
For example, I might want to access a monthly calendar for Shan and download and attach it as a file to a project etc.Hi @Felicity Nolen no concrete update here but something that has indeed been mentioned for projects as well. We'll keep an eye on the request and I'll also discuss it with the owner of the activity area in Pipedrive.
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Felicity Nolen said:
@Mike van der Valk just wondering if there has been any further activity on a monthly calendar view?
It will be super handy to have this function now that projects are in BETA.
For example, I might want to access a monthly calendar for Shan and download and attach it as a file to a project etc.Thanks @Mike van der Valk 🤙🏼
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Any update on this issue? @Mike van der Valk
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Hi all, I wish I had better news but unfortunately it's not on the roadmap at the moment.
The team is currently focused on reliability for the calendar sync but later in the year we should have a list of product updates for this year.
I've asked the team to consider this request there :)
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How has this not been done yet? It will have me shopping for alternate software. I currently have to view everything in Google calendar then flip over to pipedrive. Very clumsy. I plan 1-2 months in advance - not one week at a time. Any idea if this will actually be added? As well as color coding the calendar?
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Hej Pipdrive Team
Any progress with the monthly calendar view?
Can see that this discussion has been going on from 2020
Why is this monthly calendar view such a challenge for you ?
Though calendar is a very important tool for any salespersons and crucial feature for time management/planning
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Hi, everyone; thank you for the feedback! The monthly calendar view is not planned for the very near future. However, we’re reviewing some of the most requested feedback from the community with our product team and hope to have some of these requested features gain traction and be added to the roadmap further ahead.
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So this thread goes back to at least February 2021 but there still is not an option for monthly calendar view. This has been addressed by Pipedrive admin people saying they would bring it their team but it still isn't available. It appears that most of Pipedrive is derived from Microsoft Office platforms of Outlook and Excel. It is three years from when I see this issue was raised but they haven't figured out how to do it yet? I only use a monthly calendar is Outlook based on my business and long range planning. My customers sometimes take weeks or months to be able to schedule something. Additionally, I have a number of annual events that take months of planning and need to see them on my calendar.
So Pipedrive is this going to be fixed? If so, when? If not, why? Please give us your customers an answer.
Thanks
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