Organization/person/Deal default View is WRONG

Options
Garrison Spring
Garrison Spring Member Posts: 2
edited July 2022 in Ideas and Product Feedback #1

Hi guys, Recently me and my team have noted that when pulling up a PD deal, organization or person to work on, the view automatically defaults to the "activities" Tab which does not automatically view notes, emails, and files previously added. Can we revert that update to whenever a deal or person is clicked the view is automatically in "all"? Pic below for reference. 

 

image
627292e2dff92b4359e37025_46116.png
0
0 votes

· Last Updated -

Comments

  • Andreia Freixo
    Andreia Freixo Posts: 171
    First Comment Pipedrive Team
    edited May 2022 #2
    Options

    Hi Garrison,

    This was a temporary fix from our developers' team in order to help with any slowness issues the account might be facing. It can absolutely be reverted if you prefer, just reach out to our lovely support with this request :)

    Have a lovely day!

  • Garrison Spring
    Garrison Spring Member Posts: 2
    edited May 2022 #3
    Options

    Hi Garrison,

    This was a temporary fix from our developers' team in order to help with any slowness issues the account might be facing. It can absolutely be reverted if you prefer, just reach out to our lovely support with this request :)

    Have a lovely day!

    Got it Fixed, thank you!

  • Wesley Dumas
    Wesley Dumas Member Posts: 1
    edited May 2022 #4
    Options

    Im having the same issue and support isnt replying. Can someone PLEASE reach out. 

  • Andreia Freixo
    Andreia Freixo Posts: 171
    First Comment Pipedrive Team
    edited May 2022 #5
    Options

    Im having the same issue and support isnt replying. Can someone PLEASE reach out. 

    Hi Wesley,

    I checked internally and this seems to have been resolved by the support team :)

    If you need anything else, don't hesitate to reach out!

  • Larry Hill
    Larry Hill Member Posts: 6
    First Comment First Anniversary
    edited May 2022 #6
    Options

    Hi Garrison - have you found out yet how/why your system defaults to Activities? I'm actually looking to set it that way, because we don't use Notes and rarely go to Pipedrive to look for emails, but all the details take a couple seconds to pull up because it seems to dynamically pull in emails. I'm usually looking for the notes I took relating to the Deal, which are all in Activities.  So have they told you how your system defaults to Acitivies? I would like to recreate that... 

  • Larry Hill
    Larry Hill Member Posts: 6
    First Comment First Anniversary
    edited May 2022 #7
    Options

    Hi Garrison - have you found out yet how/why your system defaults to Activities? I'm actually looking to set it that way, because we don't use Notes and rarely go to Pipedrive to look for emails, but all the details take a couple seconds to pull up because it seems to dynamically pull in emails. I'm usually looking for the notes I took relating to the Deal, which are all in Activities.  So have they told you how your system defaults to Acitivies? I would like to recreate that...