New: Field descriptions + field stats ๐Ÿ“

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Manuel Oliveira
Manuel Oliveira Admin Posts: 1,134 COMMUNITY MANAGER
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edited April 2 in What's New #1

Hey Pipedrivers ๐Ÿ‘‹

This February, weโ€™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 โ€“ 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 โ€“ 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: 96
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    These are both incredibly useful updates!!! Big kudos to the Pipedrive team for making this happen! ๐Ÿค›

  • Frank Filippelli
    Frank Filippelli Member Posts: 98
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    Who care, make some real updates ๐Ÿ‘Ž You guys need to focus on what matters. There are so many more important features that need to be address first.

  • anthonyr
    anthonyr Member Posts: 11
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    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 isnโ€™t used in one of the dozens of automations.

  • ACB
    ACB Member Posts: 9
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    Thanks for these! It would be so useful to have a similar description for Pipeline stages too.

  • Sascha Briest
    Sascha Briest Member Posts: 11
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    Hi, it would be nice to get a description/tooltip for each field (standard and custom) in Contacts and Organizations. As we have many users in our Pipedrive team, some of them misuse the [academic title] and put e.g. "Prof. Dr." in [job title]. Thanks

  • Chris McConnell
    Chris McConnell Member Posts: 17
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    Great update. Can we please extend these field descriptions to the rest of the data fields? It would be really helpful in Orgs, Constants, and Products.

  • Emma Melling
    Emma Melling Member Posts: 22
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    This is great for deals, but we have loads of custom fields in ORGS and PEOPLE so really need it there too... is this in the pipeline?

  • Bronwen Fraser
    Bronwen Fraser Member Posts: 19
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    Ditto to the above, need in Orgs and People as well.