Custom Fields - Multiple Options and Single Option fields

Jeffrey Farrick
Jeffrey Farrick Posts: 7
edited July 2022 in Ideas and Product Feedback #1

When using the "Multiple Options" or "Single Options" custom fields in PD, you create a predefined list of options that translates to a dropdown list on a person/deal/organization page. In the current build of PD, deleting an option from a custom field deletes that option from the drop down list as well as deleting all records of it.

It would be great if you could disable specific options in a custom field from appearing in the drop down list on a person/deal/organization page. This would allow a PD admin to "Archive" certain options. 

The main benefits are:

  1. Disabled options can't be selected moving forward - useful for when the option is no longer relevant
  2. Disabled options won't be deleted from PipeDrive entirely, you can still filter PD and search for people/deals/organizations that used the option when it was available even if you can't select the option currently/moving forward
  3. You could re-enable the option in the dropdown list if it becomes relevant, allowing you to tag new people/deals/organizations with that option

 

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  • Mike van der Valk
    Mike van der Valk Posts: 4,055
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited May 2020 #2

    @Jeffrey Farrick thanks for sharing!! I'll definitely make sure your suggestions hit the desk of our Product manager working on this 🚀 

  • Adrienne Li
    Adrienne Li Posts: 5
    edited February 2022 #3

    This!! Is there a better workaround than changing the labelling of the irrelevant options to "Option 3_Do not use"? The new options don't really relate to a previous option so exporting the data, changing the value, and re-importing doesn't quite solve the problem. Thanks!

  • Mike van der Valk
    Mike van der Valk Posts: 4,055
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited February 2021 #4
    Adrienne Li said:

    This!! Is there a better workaround than changing the labelling of the irrelevant options to "Option 3_Do not use"? The new options don't really relate to a previous option so exporting the data, changing the value, and re-importing doesn't quite solve the problem. Thanks!

    Hi @Adrienne Li I wish I had better news, but there has been no progress on this since my last response here last year. I'll shake some trees again and make our team aware of this but for now renaming is the best workaround..

  • Adrienne Li
    Adrienne Li Posts: 5
    edited February 2021 #5
    Adrienne Li said:

    This!! Is there a better workaround than changing the labelling of the irrelevant options to "Option 3_Do not use"? The new options don't really relate to a previous option so exporting the data, changing the value, and re-importing doesn't quite solve the problem. Thanks!

    Thanks @Mike van der Valk for the update and advice. I will just have to wait for the good news then! 

  • Adm Pipedrive
    Adm Pipedrive Posts: 1
    edited February 2022 #6


    Hi, @Mike van der Valk ! This functionality would also be extremely useful and necessary for my company. Do you have any updates? Thank you in advance!

  • Mike van der Valk
    Mike van der Valk Posts: 4,055
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited May 2021 #7
    Adm Pipedrive said:


    Hi, @Mike van der Valk ! This functionality would also be extremely useful and necessary for my company. Do you have any updates? Thank you in advance!

    No news unfortunately, I'm sorry :( 

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