New: Grouping of Fields ποΈ
Organizing fields has become easier with the ability to create custom groups for fields. You can bundle related fields into common categories to make your information easier to manage and consult.
Admin users can:
- create new custom field groups
- reorder the placement of groups in the details
- reorder custom fields within each group
Non-admin users can:
- see groups and custom fields contained within them
- collapse and expand groups
This feature is gradually rolling out to companies throughout September 2023
Comments
-
Nice! Looking forward to testing it!
Would be great if you could activate it in our accounts
- PD Experts
- PD Experts - Testumgebung
- PD Experts - Entwicklung
1 -
Amazing, thanks so much!!! This is huge! This has been the only missing feature that we've really been needing.
I hope in future enhancements that Pipedrive considers adding the ability for custom groups to be seen/hidden based on permission groups. We have almost a hundred custom fields and it would be great to only display the custom groups that are pertinent to each role.
2 -
@Manuel Oliveira if it's possible to get my account active sooner than later I would appreciate checking it out the feature. Thank you!
0 -
Awesome news ! ο»Ώπ₯
Is it possible to test this new feature in my accounts ?
Thanks !
0 -
Awsome news!!!! Hope to try it very soon!!!
Thanks!
0 -
Brilliant, looking forward to using this feature soon. Thank you
0 -
I think this is going to be good being able to organize field into collapsable groups. I do find the number indicator somewhat annoying however.
0 -
@Manuel Oliveira Every time that a value is put into a field that is in a group and then that field is saved the entire webpage shifts down making it necessary to scroll down again to the next field that needs to be entered. That isn't going to work.
0 -
Hi everyone, our product team is monitoring the feature usage and your feedback as well. A few bugs have been detected, and as a consequence, the rollout has been paused while these are worked on. If all goes to plan, this feature will be widely available by October 2023.
0 -
Thanks for the update.
0 -
Can i try this feature now? π
0 -
Not available for the "products" section?
0 -
I like the idea of this, however it is throwing up a few issues for us, in that by adding this feature, we seem to have lost the ability to mark fields as 'always visible'. This was especially useful for us as we use a combination of custom and default fields and liked the ability to organise these. The new feature only allows you to add custom fields to custom groups. You can't mix and match so far as I can tell. This means now that our only option in lead and deal details view is to either expand to see ALL fields or show only filled fields. This doesn't work for us as we have many fields utilised by marketing that aren't relevant for the sales team when working on leads.
I'd love the option to make certain fields 'always visible' again. ππΌ
0
