Notes

Mention Contacts in Notes
It would be very helpfull if we could mention the Client's Contacts in the Notes, just like mentioning another Pipedrive's user.
Notes on deal not showed in organization?
Hi to all, I've noticed that if I write a Note inside a deal, this note is not showed on the organization view. Is it normal? Why?
Export Automation History
I've set up an automation that creates a note when the expected close date has changed. We want to track what deals are slipping. The next step for us is to be able to visualize this. How can we export a list of notes that only contain this information?
Checklist / Checkbox in Notes
It would be helpful to have checkbox in In notes and activities. Now checkbox could be copy-pasted from Google Docs, but could not be checked.
Make Voice Notes Available on Desktop & Add AI Transcription/Summarization
One of the biggest challenges for any organisation using a CRM is getting team members to leave adequate notes on deals and activities. While some people do this naturally, for others where writing isn't a strong point it can be quite difficult. For example, we have a couple of dyslexic team members who can communicate in…
Notes Section
Notes Section. Why does it show emails and then it puts those with attachments in Files? All this does is clutter up Files unnecessarily and they are duplicated. If a file is important enough to be put into Pipedrive File we would just upload it. It's already in a email why duplicate this? Why isn't there a quantity on…
Insigts
Reports or Filters needs to be able to find Deals with Attached Files or missing them. It's a great insight to check data is entered correctly. In our situation we automatically have a PDF attached to the quote or order File in Notes Section
Automations and Docuements
Hello everyone, I want to add documents using automation, and this is currently impossible on pipedrive. I'm sure there will be an application that will be useful for many companies like me. Good Works, Best Regards.
Webhooks - Comments on Notes
Hi, Can the webhooks also allow to be triggered upon a comment on a note. Whether thats a new event entirely or part of the *.note that would be great. We are trying to get some more seamless integration between two different systems and this will really help connect the two conversations together. Primary this is on a…
Insights / reports - Count notes in Deals
In our sales team, we are not using Activities. Unfortunately, the whole performance reporting in Pipedrive is based around Activities or Closed deals. For us, the measurement of work is the number of Notes. There is one report counting Notes, but it is only counting Notes when written to a Person. We write Notes to Deals.…
Organization Notes Should be viewable at the deal level
I believe that many users of Pipedrive may close a deal with an organization and that may be the only deal you close until the contract comes up again. Additionally, I am not quite sure of a deal that could be in play with an organization that wouldn't be assisted by previous deal's notes or organization notes. All that…
Linking Notes from Organizations to Deals.
When I go to create a deal from a contact on the organization tab the new deal links just fine to the organization. If I email the contact from the deal view it shows up as it should within the feed of the organization. However, I cannot seem to find a way to have notes made on the organization page to show up on the deal…
Notes should be counted as an Activity
Not sure if I am missing this but it doesn't seem like I can do any workflow automation based off of a Note being created in Pipedrive for a person. It should be counted as an Activity like anything else and then can be used in filtering and also workflow automation. The use case for example if I send a note to someone on…
Note Reporting
I would like to be able to produce a report based on notes added and completed meeting notes on a weekly basis - this is to give an overview of the sales persons weekly activity. As it stands, we only seem to be able to report on deal/activity progress
Automatic EXPAND the NOTES in the Deal History
Hi all, It seems that Pipedrive has changed the behavior for the presentation of Notes in the feed of a Deal History - now by default they are collapsed, meaning to see the notes and quickly get up-to-date with the Deal's status you have to do extra clicks (sometimes in several Notes until you find what you need).…
Include call notes in activity filter
Any chance you can add 'call notes' to the dropdown list when setting up a filter in activities? We use Aircall as a phone provider and they create a completed task for each call we make to or receive from a client, along with the call recording stored in the notes. We would then like to create a filter to find certain…
Notes in pipedrive need auto-save
I'm summarising here a long discussion with customer success. If pipedrive automatically saved the notes I am taking on-the-fly I could trust it a lot better with my crucial business contacts. I am a heavy user of Notes in pipedrive mobile and desktop to memorize information I hear during activities such as a meeting a…
What about this feature for note template?
Project Tasks Mentions and Comments
It would be very beneficial for our team if it was an option to comment in dialog form on tasks and @mention people like you can in the Notes tab. Is this something that could be implemented in the future?
Share activity notes in slack
We share meeting results in our company both in Pipedrive and in slack. Since we don't want to duplicate content, we write meeting notes in Pipedrive and then share them in Slack in a specific channel. Currently, there is no option to just share a link to an activity which is why we started to take screenshots of the…
Add button for Date/Time in Activity Notes
Could you please add a button for Date/Time in the Note field for activities? Often you call ord do a task and need to log what you have done or agreed, because the task is not yet completed. It would be awesome if you could click on a button and e.g. select Date, Time or Date & Time to be inserted. Like e.g.: 20/04/23:…
Bringing Notes into List view and Search
I am wondering if there are plans to... * bring Notes into a column in List view (to be able to view & export notes) and to filter by text within notes * find text within a note when typed into Search I know that is is not best practice to rely on Notes to capture important information that could be listed and filtered…
Compatibility between Word and Pipedrive notes
I encountered a problem where I edit a text in word before I copy it into the notes in Pipedrive. These are simple bullet points and indentations. However, Pipedrive does not recognize the indentations and bullet points from Word and translated the indentations into spaces and the bullet points into symbols. You can have…
Feature request: Edit the date of Notes after posting it in Deal
Be able to edit the date of the note so it fits into the timeline of the deal accordingly (image 1) Or even better would be the ability to edit the date by clicking on it (top left) and you're immediately able to edit it in the pop up (like you can with Deal names - image 2)
Ability to Pin Project Notes
It would be helpful to be able to pin notes in Projects as you can in Deals. Some notes are more important and are used often, this is usually one of the first noted added, but as you add more notes it gets buried, making it harder to find.
Private Notes, only visible to the author.
The Birthday field post by Melissa Lautenbach got me thinking about this. I record a lot of personal details about my clients on my phone, rather than in pipedrive due to GDPR issues. Things such as family life, home area, married, kids, school, sport interests etc. It allows for a richer conversation when we are chatting.…
Is there a way to bulk-load notes to organisation records?
I've recently imported a few thousand business records. I want to include a note with each to state the data sources, so that sales reps can understand this when they go to contact the prospect. Is there a way to do this, or does it have to be another custom field? It's preferable to be able to add this as a note against…
Notes - Automation
Hi, I'm using a zapier to send form questions from squarespace into my customer file as a new note. I can't seem to get them to be tagged to that person if they become a lead - still working on it. If anyone has done this, let me know. So I'm wondering, is there a pipedrive automation that when a note is created in the…
Team Groups for Communication
Hi Pipedrive team! I was wondering if there is a way that we can group internal communication for notes in Pipedrive. Currently I have to type in @daniel @sophie etc into the notes for each deal, whereas I would love to be able to group my sales team so I can just tag @sales into my notes and it will notify all those…
Find all my comments and mentions
Hi there, is it possible to find on a list all my comments made as well all my mention entries? I can find all the mentions where there is an answer (Sales Assistant), but how do I find my mentions where there is no answer? Thanks for your comment

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