Customize data fields
Hi guys. Great work with the updates so far to the 'Customize data fields' section.
There is just one more option I believe you should add, "Visible only in 'xyz' pipeline" combined with the pipeline stages that it pertains to, that way pipelines for one type of product or service aren't being clogged up with empty fields which have nothing to do with the current deal.
Anyone else think this would be useful?
Joseph Valenti Posts: 73edited April 2022 #2
Unless I am mistaken, there is a project already underway to include this functionality.
But I may be mistaken!
It would be a good idea.0
Inês Batata Admin Posts: 2,925edited April 2022 #3
Hi @Kingsley Holdaway , thank you for your suggestion!
I believe you mean you'd like for Mandatory Fields to also be selectable by stage and not necessarily for the entire pipeline (like we have for Important fields), am I correct? I'm happy to tell you that's in our plans and I've forwarded your feedback internally to the team.
If you'd like to be the first to know what's coming up and get the chance to test early versions of new features we're working on, I recommend you join our Research and Beta Testing group. 🚀0
Inês Batata Admin Posts: 2,925edited July 2020 #5
Updating on this post to let everyone know that Required Fields are now selectable by individual pipeline stage - see more here. 🚀0