Monthly Calendar View

Options
Ashley Abplanalp
Ashley Abplanalp Member Posts: 2

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!

0
0 votes

· Last Updated -

Comments

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,072 PIPEDRIVE TEAM
    First Anniversary 5 Likes 5 LOLs First Answer
    edited March 2022 #2
    Options

    @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.

  • Ashley Abplanalp
    Ashley Abplanalp Member Posts: 2
    edited April 2020 #3
    Options

    @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....

  • Shannon Wilson_5069
    Shannon Wilson_5069 Member Posts: 1
    edited April 2021 #4
    Options

    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. 

  • Dana_13338
    Dana_13338 Member Posts: 2
    edited April 2021 #5
    Options

    I agree - very inconvenient. I am surprised by this.

     

  • J.
    J. Member Posts: 5
    edited February 2021 #6
    Options

    I agree. Pretty much any service I've used that has a calendar feature allows you to view by day, week, or month. Please add this in. 

  • Gregg Kreyling
    Gregg Kreyling Member Posts: 1
    edited February 2021 #7
    Options

    Yes, please add the monthly view. That's basic functionality!

     

  • Amy Jo Lippe
    Amy Jo Lippe Member Posts: 1
    First Comment
    edited February 2022 #8
    Options

    This is urgently needed.  My sales calls are booked 4 to 6 weeks out.  Other CRM's I have used have this feature.  Standard

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,072 PIPEDRIVE TEAM
    First Anniversary 5 Likes 5 LOLs First Answer
    edited July 2021 #9
    Options

    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!

  • Rebecca Wallace
    Rebecca Wallace Member Posts: 20
    First Anniversary Photogenic
    edited March 2021 #10
    Options

    I would also agree to adding this feature much needed on our end

  • Gillian Strong
    Gillian Strong Member Posts: 4
    edited March 2021 #11
    Options

    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?

  • Alexis_37041
    Alexis_37041 Member Posts: 1
    edited April 2021 #12
    Options

    Agreed!  Much needed function!

  • Michael Cullen
    Michael Cullen Member Posts: 1
    edited April 2021 #13
    Options

    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.

  • Nate Binder
    Nate Binder Member Posts: 1
    edited July 2021 #14
    Options

    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...

  • Searra M Cadenhead
    Searra M Cadenhead Member Posts: 1
    edited July 2022 #15
    Options

    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. 

  • Flip Nolen
    Flip Nolen Member Posts: 94
    Name Dropper First Anniversary 5 Likes First Comment
    edited February 2022 #16
    Options

    @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.

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,072 PIPEDRIVE TEAM
    First Anniversary 5 Likes 5 LOLs First Answer
    edited November 2021 #17
    Options

    @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.

  • Flip Nolen
    Flip Nolen Member Posts: 94
    Name Dropper First Anniversary 5 Likes First Comment
    edited November 2021 #18
    Options

    @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 🤙🏼

  • Alana_bt
    Alana_bt Member Posts: 1
    First Comment
    Options

    Any update on this? Not having a monthly view is enough for me to consider using a different platform. It's very inconvenient and a pretty basic function.

  • Piotr
    Piotr Member Posts: 2
    Name Dropper First Comment
    Options

    Any update on this issue? @Mike van der Valk

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,072 PIPEDRIVE TEAM
    First Anniversary 5 Likes 5 LOLs First Answer
    Options

    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 :)

  • RALH
    RALH Member Posts: 2
    First Comment
    edited April 2023 #22
    Options

    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?

  • 6d
    6d Member Posts: 1
    Photogenic First Comment
    Options

    I need calendar month view very urgent please.

  • Kadrik
    Kadrik Member Posts: 2
    First Comment
    Options

    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

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,102 COMMUNITY MANAGER
    5 Likes First Answer First Anniversary First Comment
    Options

    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.

  • Skitrman
    Skitrman Member Posts: 1
    First Comment
    Options

    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