calls and text messages synced under person instead of deal

[nellyr13]

It used to sync calls and texts under Deals in Pipedrive but I just noticed that everything is being saved under person. How do i sync calls and text messages under Deal again?

[zxdong262]

@nellyr13 Currently it only sync to one deal, but we do not know which deal is one the user want to sync to, so we have to removed syncing to deal function.

[nellyr13]

Is there a way to attach calls and text messages to deals again instead of a person? I use 1 deal per person.

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On Wed, Oct 21, 2020 at 7:48 PM ZHAO Xudong ***@***.***> wrote: @nellyr13 <https://github.com/nellyr13> Currently it only sync to one deal, but we do not know which deal is one the user want to sync to, so we have to removed syncing to deal function. — You are receiving this because you were mentioned. Reply to this email directly, view it on GitHub <#54 (comment)>, or unsubscribe <https://github.com/notifications/unsubscribe-auth/ARETTS5TRAVGIWXYL3TTCKDSL5XNTANCNFSM4S2LI4SA> .

[jdesperida]

Wondering the same thing, is there a way to link SMS to a deal? Thanks.

[zxdong262]

@nellyr13 @jdesperida I have an idea now, I would add a switch in option so user can choose sync log to deal or not. Maybe next release.

[alexgoldsilver]

I would also love to see this addressed. Some ideas:

• Can the link in the extension pass the deal_id to the extension for sync purposes when the call menu appears on the deal page? That way if you are on a deal page and click the call button, it is logged.
• Also, can it be registered as a default call handler on the deal page, say via Javascript function on the "custom" call handler in the Caller settings of Pipedrive? If so, then you could just pass the activity_id and get even better matching.