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…
Hi Pipedrive Community, I’d like to suggest a feature that could improve the search functionality in Pipedrive. For users who manage multiple deals per customer, it would be incredibly helpful to have an option to exclude won or lost deals from search results. Currently, all deals show up when searching, which can be…
For some of our customers, we are pursuing multiple Deals in multiple Pipelines. Users have told us that they would like to be able to see the pipeline that the Deal is in within the search results. We agree! This would help someone know which Deal is the correct one to open up! See below for where the pipeline name could…
I find myself having to search PipeDrive for company names from information in other systems. The Smart Search is great and usually gets me what I need, but I can only seem to be able to do this via the search input box directly in the PipeDrive UI. It would be very helpful to be able to launch a tab to PipeDrive from…
In pipedrive, we do not have the option of using a Deal search within the deal view. In CSM, we have assigned several deals to a customer, which is why it is very helpful to display all associated deals by entering the customer’s name. The only option we have for this is to create a filter. Otherwise, you can currently…
Hey Pipedrivers, It would be really helpful if the User could search for an email using unique information from the body of the email. Currently, the email search function is fairly limited.
I would like to search deals using the API by the value of a *specific* custom field. I know can add 'custom_fields' in the 'field' parameter, but I don't want to find in ANY custom_field, but specifically in one. Any hints?
I'm using the global search to find emails. I'm looking in Outlook and I can see the subject of the email was "Re: (EXTERNAL) SoW for design and build of website" And I want to find that email. So I type sow for design I am shown results that match sow. design. for. I would expect the search to prioritise the emails with…
There is quite a few scenarios when you are linking a person or a company to an activity or otherwise where the suggested results could be much improved. For example, if I am adding an activity (say a phone call) on a company and the company has 3 people attached to it and one of them is called Mark Smith. When I start…
UPDATE: This research has been completed; thank you for participating! Hello, Community! We've been receiving feedback on improving our SEARCH and NAVIGATION within the product by enhancing the accessibility of navigation items and quick add shortcuts. To address this, we're planning to enhance the navigation experience by…
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