New: Field descriptions + field stats πŸ“

Manuel Oliveira
Manuel Oliveira Admin Posts: 954 COMMUNITY MANAGER
First Anniversary 5 Insightfuls 5 Likes First Comment

Hey Pipedrivers πŸ‘‹

This February, we’re releasing a few updates to custom fields, making them easier both for Admin users to manage and regular users to fill out:


Field descriptions – Advanced plan and above

Available on the Advanced plan and beyond. Admin users can now set a description on the Lead/Deal type fields to let other users know what to add to that field.



Field stats – All plans

Admin users can see where a custom field is being used and also information on whether data will be lost if they delete the field. This will help keep track of changes to fields and prevent accidental data deletion by deleting a custom field.


Both updates will be gradually released to customers throughout February 2024

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Comments

  • Josh Monifi
    Josh Monifi Member Posts: 80
    5 Up Votes First Anniversary 5 Likes Name Dropper

    These are both incredibly useful updates!!! Big kudos to the Pipedrive team for making this happen! πŸ€›

  • anthonyr
    anthonyr Member Posts: 11
    First Comment First Anniversary Name Dropper

    Will this show where a field is used in a filter or automation? I hate breaking filters and automations, especially automations when removing a field and thinking it isn’t used in one of the dozens of automations.

  • ACB
    ACB Member Posts: 9
    Name Dropper First Comment First Anniversary

    Thanks for these! It would be so useful to have a similar description for Pipeline stages too.