Pipedrive CRM has this great feature where contacts rot if they are not contacted in a given amount of time - our team comes up with tons of idea's and even runs several of them to the point of prototyping and crystal clear definition and then the...
Peter Kruger
almost 9 years ago
in Features
2
Unlikely to implement
Display whether an activity is a milestone or a phase in a list/report
Creating a list of milestones or having activity type (milestone or phase) is/would be extremely useful when reporting for key stakeholders and senior level leaders. I'm surprised this is not currently available.
Guest
over 4 years ago
in Reports
0
Future consideration
Something we have found within our internal idea portal is users will submit an idea and then send out email blasts to get others to vote on their idea. Our thought was if their vote was more valuable and they only had 5 votes or so per week the v...
Guest
almost 9 years ago
in Ideas
0
Unlikely to implement
It would be delightful to be able to reduce the cell margins in the pivot reports, so as to be able to create more visually dense displays to use as dashboards.
Guest
over 4 years ago
in Reports
2
Future consideration
It would be nice to have the ability to create recurring agenda meeting templates that auto-populate each week with the correct header information and with any To-Dos from the previous week.
Guest
over 4 years ago
in Notes
0
Future consideration
Relocate the link to Master Feature to the linked records section
Currently in the Feature detail view the Master Feature of the feature can be found towards the top of the list of details. However, all the rest of the links in the feature are at the Record links section at the bottom. Please consider moving the...
Guest
over 4 years ago
in Features
0
Future consideration
I'd like to replicate the Tags view in the Account settings Tags view i.e. I want to be able to create a list report based on Tags as the primary data item, not just as an attribute of others things. This is because tags are a common connection be...
Guest
over 4 years ago
in Reports
0
Future consideration
Whether or not nested notes should be automatically shown is tricky, because this is often a user preference. It would be great if this were configurable by user.
Guest
over 4 years ago
in Notes
0
Future consideration