Hi Gleap team, I'd like to submit a feature request regarding the CRM pipelines. At the moment it's quite difficult to find a specific person in a pipeline once that pipeline holds a larger number of records, because there is no search function in the pipeline view. Scrolling through the stages is the only option, and that gets slow as the pipeline grows. Being able to search within a pipeline by name, email or company would help a lot. A second, related point: it would also be very useful if the global search allowed filtering by pipeline entries. That way I could search for a person and then narrow the results down to records that sit on a specific pipeline, instead of getting contacts, companies and tickets mixed together. Both changes would make working with larger pipelines a lot faster on our side. Happy to share more detail on our use case if that's helpful. Best regards, Paul | Gleap
Hi Gleap team, I'd like to submit a feature request regarding the CRM pipelines. At the moment it's quite difficult to find a specific person in a pipeline once that pipeline holds a larger number of records, because there is no search function in the pipeline view. Scrolling through the stages is the only option, and that gets slow as the pipeline grows. Being able to search within a pipeline by name, email or company would help a lot. A second, related point: it would also be very useful if the global search allowed filtering by pipeline entries. That way I could search for a person and then narrow the results down to records that sit on a specific pipeline, instead of getting contacts, companies and tickets mixed together. Both changes would make working with larger pipelines a lot faster on our side. Happy to share more detail on our use case if that's helpful. Best regards, Paul