Smart Docs, format Field

Giuseppe Perito
Giuseppe Perito Member Posts: 2
in Sales CRM #1

Hi,

is there any way to format the fieds?

I need the current Year but I can't find Functions


Thanks

Answers

  • Kreete K
    Kreete K Pipedrive Team Posts: 355 PIPEDRIVE TEAM
    5 Likes First Anniversary First Answer Name Dropper
    #2

    Hi @Giuseppe Perito

    I understand you are looking for a merge field "this year" in our Smart Docs feature? Currently, only time-related fields available are for the "today" date. Others are all items based on specific date fields under your Deal for example. However, good feedback for us to keep in mind for the future, thanks!

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