We are implementing Pipedrive Projects and our team feels that the Notes tab is not very relevant or useful, because they need to make notes in relation to specific tasks. They would like a Comments feature to be added to Tasks, placed beneath the Description field. Functionally, it can work just like comments currently do…
With the current specifications, the memos left in the Project are not linked to the people, organizations, or transactions associated with the Project. It takes a lot of time to check, so I would like you to update it so that it is linked.
Hello! Is there a way to restrict users from marking jobs as lost? Ideally, only management should have this ability, but we're finding it difficult to manage. Any suggestions or alternatives would be greatly appreciated!
Hi, Hello, it would be very helpful to have a graphical GANTT. This should definitely also have the possibility to export (e.g. pdf). When is an implementation of this planned? This function is very important for us as a company.
Now in projects, you can create a template where you have different activities and project tasks. The issue here is the due dates: You can only set the predetermined due dates from the start of the project. The issue here is that if you have to wait for your customer (or some third party) to respond / to do something, your…
Hello, I want to have a Parent/Main Deal Card and from that Deal Card, Child/Sub Deal Cards. Is that possible? Reason being, we have a Main Project (Parent/Main Deal Card), and for that project, I am quoting our services to multiple OEM whom are all seperately tendering for the same Main project. So, in the end, only one…
Currently it is possible to reorder the labels list native to both Deals and Contacts - when you hover over a label in the labels pop-out menu, you will see two horizontal lines next to the 'tick' which will allow you to re-order the labels as you see fit. However, in the same labels pop-out menu in Leads and Projects,…
We are using 3 power seats, and would like to have our customer service colleague to use a cheaper plan with only access to projects. Is that possible?
I've noticed a thread from 3 years ago asking for this so not sure if this has been enabled. How do you link multiple contacts from a company to a project? Also contacts from other companies. Here's the scenario. I have a project we've won and it's a Joint Venture with two construction companies. I need to associate…
I have a project set up under a template with already set due dates based on the start date of the project. If I create a project and pick a start date it will automatically set the due dates for each task. But if I change the start date, it doesn't update all the due dates accordingly. Project start dates change often in…
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