Filters

I would like to create a report or filter that shows all deals for a group of companies. Like one m
I would like to create a report or filter that shows all deals for a group of companies. Like one mother company + 5 daughter companies' deals shown in one report. It can be done by listing all daughter companies separately under secondary conditions "And match ANY of these conditions:" but using the mother company only…
How to export People (contact name, info) and Organization (name, custom fields) in one report?
Does anyone have a workaround for this particular Pipedrive limitation? I have been asked to export a spreadsheet that includes Organization data and People/Contacts data for those organizations. After attempting this previously and resorting to a very time-consuming reconciliation of data after exporting each dataset…
Account Management - Share Your Feedback feature wont let me share
I tried to submit this through the Account Management page but it wouldn't allow me to send the feedback - error message appeared. Have posted below my feedback... It would be good to have a default field for Organisations, similar to the Campaigns label (Subscribed/Unsubscribed) where if you deem an Organisation an…
Excel Date Format Confusion
Hi Guys New Pipedriver here! Not sure if this has been asked and answered, but looking for ways to bulk format dates from Pipedrive onto a spreadsheet. The problem being unable to sort by date when reports are exported to excel. I may be looking to hard and can't see the obvious!🤔
Filter relative time greater values
Currently the relative dates on filters only go back 6 months ago, would like to be able to select 12, 18, and 24 months ago to handle automations for contract expirations. Please consider adding longer relative dates to the drop down.
Nordic alpabets does not sort correctly.
When using the letter Ä, it will be sorted as A (in the alphabetical order) while it should be at the end, same goes with O and Ö, also the upper and lower cases affect the sorting also.
Contacts eMail filed contains multiple values (work, home, others) that can't be filtered, used on w
When one contact has more than one mail we face multiple issues: * The options Work, Home and Other are not enaugh.* For example, it does not allow to check one email address as "old" for one contact, and if we delete the email address because it's not longer valid, we lose the mail thread with that contact. People change…
Improve or create new SMART Contacts/Organization/Deals sorting/filter by Country (or region)
In a perfect world, every Pipedrive user is creating the contacts and fills all PP fields. In the real world, he fills only a few of them, like name, phone, email or even worse - contacts are created automatically by BCC (Name+Email). This created huge problems when your sales lead says: "Hey Roman, list me all customers…
Filtering 'Done' Activities by Activity Type
When you try to find an activty in the "done" section of a deal or organization, you can only select all activities which can be a lot. The suggestion: to add some kind of drop down bar to let you pick a certain activity type. Why: We want to log our comprehensive meeting notes in pipedrive, but with so many activities…
Email Deal Contacts & Participants
I'd like to set up an email filter that will add all deal contacts/participants in certain stages of the pipeline. The problem that I'm running in to is that when I select the deal stage, only the main deal contact is available. There isn't a way to select additional deal participants. We have multiple decision makers in…
Pipedrive Campaigns -koulutus
(English below) Moro! Vedän ensi viikolla online-koulutuksen aiheesta Pipedrive Campaigns. Kyllä melkein kannattaa tulla paikalle. Kyseessä on pitkään aikaan isoin uudistus Pipedrivessa. Linkki ilmoittautumiseen: https://www.zimple.io/tapahtumat/campaigns-webinaari?hsLang=fi Terkuin, Juho Zimpleltä juho.koski@zimple.fi…
Custom Filter Logic Would Be Really Nice
Would love it if I could do custom filter logic... right now I have two different criteria groups... one with AND logic inside the group... and one with OR logic inside the group... between the groups is AND logic So it is... (A and B) and (C or D) It would be really nice if I could change the logic inside the groups and…
Birthday Filter
I am trying to create a filter for contacts that I can run each month to show everyone who has upcoming birthdays. The issue I am running into is that the majority of the birthdays I have include the year. So if I put a filter for birthdays this month - it only pulls the contacts who have the year as 2020 on their…
How to have a Pipeline view showing all the WON deals Last Year?
The filters conditions don't offer this as Relative Intervals.
Date filter
Hi! How can I use a date filter "last 6 months" excluding the current date. Thanks a lot!
Segment your recipients by previous campaign activity
Hello! We have added some new filters for you to better segment your recipient list. It is now possible to filter contacts by campaign title, sent date and campaign activity (opens, clicks). We have also added filters about unsubscribe date and bounce reason. These filters are available in the Contacts > People section and…
Filter for Contacts not having a certain Activity
We often want to find contacts that do not have a certain activity, e.g., people that we've send event registration details, but not the event followup. Currently, this is not possible, due to two limitations: * I cannot search for the absence of an activity, so for "contacts with no activity of type follow-up". I can only…
Hi, I am wondering if anyone has experience with, or a suggestion for, importing a product catalog t
Hi, I am wondering if anyone has experience with, or a suggestion for, importing a product catalog that consists of hundreds to possibly thousand SKUs? i.e. Product #1- Product #100 and for each product there could be upto 50 variations. i.e. Product #1-Color A(SKU#1) through Product #1-Color Z(SKU#26) and so on. To add to…
Automation Trigger - without an update required
I recently tried to build automation where the overall requirements were an organization falling into a filter i had pre-made based on a date field. However I realised that you cant use that as a trigger when creating automations, the organisation has to be updated in some way for it to be triggered. Please can the…
Products Category
Anybody what the purpose of the field Category is in Products? I like the idea of it but when adding a Product to a deal there is no way to filter by Category so you are forced to add the Category name to the Product name. It would be nice if you could filter by Category and then select the Product from the Category.
👂 We want your feedback on... filtering | Deadline: Feb 23rd
Hello everyone! We are looking into improving your experience with filtering in Campaigns. With that said we would like to get also your opinion. ➡️ Please take this short survey to let us know what you think. It will only take 5 minutes and the answers are fully anonymous. The survey will be open until 23rd of February.
Is it possible to combine Organizations and Persons criteria in the same filter??
I need to produce a filter, combining Organizations and Persons criteria. For example: - persons who are CFO in companies that are in Region G. Cannot fix this. Is it possible? Many thanks!!
Creating a filter by deal and product code
Hi All, On a regular basis I like to filter specific deals by product code, and by one (1) specific "product code" only. When you have say five products with product code A,B,C and D. If I have two (2) deals, one with product code D only, and one (1) deal with product code D & B. If I create a filter like" Product code is…
New: Searching for activities 🔎
What? Activities are now searchable from the global search bar: * Activities are searchable by their title, note, and description. * Permissions: Admins can search for all activities (all users'), regular users can only search for their own activities. * Filtering: Users can click on 'Activities' category in search to see…
Join our research: how information is organised in Pipedrive [CONCLUDED]
EDIT: We have concluded this research session. If you have any comments, please post in the comment section :) Hi everyone 👋 I am looking to talk to users of Pipedrive about how information is organised in Pipedrive. The topics we will touch in this research are: * How do you find different types of information? * How do…
New: Filter improvements have been released! 👏
Hello, Campaigners! I’m the Product Manager for Campaigns and I’m happy to share that we have created improvements to make your work easier and faster. The problem: During usability testing, we noticed that it is not convenient to go to the Contact list, create a filter, remember its name 😱and add it to the campaign. The…
Filtrera på orgnr och uppdatera label
Hallå alla! Jag har en pipedrive-databas på ca 5000 st organisationer (samtliga med ett unikt orgnr). Jag vill filtrera dessa med en excel-lista innhållande 300 orgnr och där det matchar mot databasen vill jag uppdatera label för just dessa organisationer i pipedrive. I det fall det är möjligt så vill jag se vilka…
Syncbot & PD Filters
Are there any plans to update Mailigen so that the PD filters are two-way feed rather than just PD to Mailigen? I have a case where I updated my filter in PD and now those who are no longer in the filter are still in Mailigen. I use filters in Pipedrive and then pull in that information through a Mailigen Syncbot. Seems…
Use more than once filters in insight
In the insight, when we use a filter (like "Organization" "is not" "..."), we cannot use an other time this same filter ("organization" "is not" if we don't want 2 organizations) Or an other case, I wanted to track "Offers" and when they move from one step to one other. I want to use and report all offers which "Step…
Deal Owner changed filter
Looking for some tips... I would like to find a filter when a Deal or Person is assigned to a new Owner... When somebody manually changes a deal (or person) owner, I would like to automate that in Zapier. .. Having a hard time getting a filter that gets that result to use in Zapier.

Filters

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