I have been using 'Notes' to store last communication for each deal. I wanted to have 'Notes' shown

James Ellis
James Ellis Posts: 1
I have been using 'Notes' to store last communication for each deal. I wanted to have 'Notes' shown under 'List' view, but been told I have to create a custom field called 'Notes' if I want to see in this format. Anyone else has anyone else had this issue or a better workaround?
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  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited June 8 #2

    Considering what you want, this is your only option. However, I don't think it would add a lot of value since you wouldn't be able to read the entire note in the list view if you add it as a custom field. 

    On a related note, Pipedrive has now rolled out side panels for activities view where you should be able to see deal details without clicking on the deal title.