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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…
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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:…
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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…
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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)
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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.
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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.…
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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…
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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…
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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…
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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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Web Form - Find Data
It would be great if you could allow for web forms to find existing data in the CRM. For example if a automated start chat appears with questions of I'm new here / I'm an existing customer and then if existing customer is chosen their contact details (Phone/Email) is used as a unique ID to search in Pipedrive and then link…
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Is there a way to export the latest entry in the Notes field of every deal? Thanks for your help!
Is there a way to export the latest entry in the Notes field of every deal? Thanks for your help!
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Export of "Notes" field
Hello all, Could you please advise me how to export "Notes" field in Pipedrive. Among the fields available in the list view I can't find this field. Thanks
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Merged: @ mentions not working in task notes.
This discussion has been merged.
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Make contact notes searchable so that you can filter for contacts that have or have not a note attac
I mean the notes that are added like activities. Currently you cannot filter for those.
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How do you download notes?
Again, many of my deals are long cycles with a lot of activity during that cycle. I have used notes in Pipedrive but the problem is sometimes I need to share or reference my notes. If I am sharing my notes with others outside of my small one person company there is no way I can see to do this. Is there a way I am missing…
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Activities, Planning & Outcomes
I am trying to make some sense of the activities feature - and how to effectively use this in our workflow. For instance - we have an activity type "Face to Face Customer Meeting" * One of my reps schedules a meeting with a customer for Monday 06/01. We start an activity of the F2F kind for this scheduled meeting. * We…
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Obtain Link to Note from the Web UI
When I mention a user in a note, they get a notification with a link to that note, looking like this: https://.../organization/123?objectType=note&objectId=42 It would be very helpful, if I could obtain this link also from the web UI directly, to point someone to a note without the detour of an email notification. The…
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How are you entering notes into Pipedrive during a videoconference? Notes? Activity Notes? Images
How are you entering notes into Pipedrive during a videoconference? Notes? Activity Notes? Images show the options I've found on my own . . .the Notes fields are so small . . . any way to hide the sidebar and other stuff so that we can see a bigger Notes field? (the 3rd pic is an RTF file I'm actually using to take notes…
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Link a note to deal after it has been created on org level?
Is there any way to link an existing note that had originally been created on organisation level to a deal other than copy / paste the content into a new note? thanks!
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More Note Formatting Options
It would be helpful to have more control over the Notes. * Have Strike Through as an option * Font color options * Ability to create a Template for Notes * Ability to Tab * Ability to create a Check List
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Creates notes via workflow automation
Hello there, I use workflow automation to help my sales team and it could be interesting to manage "notes" with Automation and to pin them if we want to.
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Why can't we search any keyword in Activity Notes?
I cannot search anything from the notes I have taken in activities. I have taken lots of notes in several meetings but after a while when I make a search for some keyword in several activities, search doesn't find any result? Why is that? Is there any way to enable it? Thank you..
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Smarter pin note in deals/organisations
So here is the thing - we have lot of meetings with companies - this creates a lot informations. That brings a lot of great insights. However, notes are piling and diminish in timeline. It would be great to have one smart "pin note" where I could write all insights, notes or keywords with links to specific notes.
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Feature Request: An edited note should show when it was last editied, and who last edited it
Currently, there's no indication on a note if the note has been edited and who edited it. The timestamp on the note only shows when the note was created and who originally created it. This can lead to confusion. Instead, the timestamp on a note should show if it was edited, when it was last edited, and who edited it. This…
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Sorting possibility in the organization card of notes/activities/deals etc.
It would be valuable to be able to sort activities, notes, emails, files and deals so that you can only see your own ones (as an individual agent) when you are looking at an Organization or Person. For example we have one organization with 7 activities, 27 notes and 78 deals. Then it's difficult to find the ones that are…
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Best Practices
Hello everyone, I'm curious about the best way to handle recording notes and activities when dealing with B2B! There are deals, organizations, and contacts that I'm able to leave such notes and activities under. Something I've learned is that leaving a note under 'deal' will replicate under all three (deal, org. contact) -…
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Workflow Automation - Add a note to record
Currently there is no way for workflow automation to add a note to the record. Since activity notes are not searchable, I had hoped to create a workflow that adds the activity notes to the contact record making it easy to search. It seems this ability to automatically add a note would have other uses also. This is loosely…
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Handschriftliche Notizen erfassen
Hallo zusammen, ich möchte gerne handschriftliche Notizen mit dem iPad machen. Hierzu gab es vor ca 2 Wochen eine Mail von PD, dass dies nun als neue Funktion implementiert ist. Bei mir funktioniert es leider nicht, kann mir jemand sagen wie ich das aktivieren kann? Vielen Dank.
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Bulk Upload and Pin Notes to the Top
Hi! I can bulk upload notes, which is great! But how can I make sure these important notes are getting pinned to the top of the Organisaion, Deal or Contact? Thank you!