Organisation labels missing feature!!
I've noticed the recent update to being able to change how data fields are used, however, very strangely there is no option or ability to be able to require as a mandatory item adding an organisation label when adding a person. This looks like an omission that the developers haven't thought about as now you can add a person and at their organisation, but then you have to go into organisation and then remember to add the organisation label - which we use to know what type of industry they are in. Trying to get an employee to remember to do this is not an easy task as it's not mandatory and therefore we now have to run a diary to check which ones are missing each month as we use automation based upon these fields. Pipedrive please can you sort this out!
Comments
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Hi @Stephen Phillips !
Thank you for your feedback and for illustrating with your concrete use case. We're sorry to hear this is inconveniencing you.
I did some testing on my end and, while it's possible to have fields from People and Organizations show up in the "Add New" dialogue for Deals, it's not possible to do the same among People and Organizations, which would be ideal solution for your case, especially if you want to mark the "Organization Label" field as Important or Mandatory (the latter is a feature we're working on and will be rolling out).
I've made sure your suggestion reaches our team for their consideration.
In the meantime, consider creating an automation that assigns an activity to all users who created new people that week, for example, reminding them to check if they've assigned a label to the Organization the new Person belongs to. That will take the burden away from having a single user do it for everyone else.
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Inês Batata said:
Hi @Stephen Phillips !
Thank you for your feedback and for illustrating with your concrete use case. We're sorry to hear this is inconveniencing you.
I did some testing on my end and, while it's possible to have fields from People and Organizations show up in the "Add New" dialogue for Deals, it's not possible to do the same among People and Organizations, which would be ideal solution for your case, especially if you want to mark the "Organization Label" field as Important or Mandatory (the latter is a feature we're working on and will be rolling out).
I've made sure your suggestion reaches our team for their consideration.
In the meantime, consider creating an automation that assigns an activity to all users who created new people that week, for example, reminding them to check if they've assigned a label to the Organization the new Person belongs to. That will take the burden away from having a single user do it for everyone else.
@Inês Batata Thanks for your response and already have made that automation. Not the most ideal way to do it as it's creating loads of extra activities for colleagues so would be great if this is ever added and would love a heads up. Have a great weekend and many thanks.
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Inês Batata said:
Hi @Stephen Phillips !
Thank you for your feedback and for illustrating with your concrete use case. We're sorry to hear this is inconveniencing you.
I did some testing on my end and, while it's possible to have fields from People and Organizations show up in the "Add New" dialogue for Deals, it's not possible to do the same among People and Organizations, which would be ideal solution for your case, especially if you want to mark the "Organization Label" field as Important or Mandatory (the latter is a feature we're working on and will be rolling out).
I've made sure your suggestion reaches our team for their consideration.
In the meantime, consider creating an automation that assigns an activity to all users who created new people that week, for example, reminding them to check if they've assigned a label to the Organization the new Person belongs to. That will take the burden away from having a single user do it for everyone else.
@Stephen Phillips If you haven't already, I recommend joining our Research and Beta Testing channel here in the community. It's where we announce the new things we're working on and where you can apply to test early versions of new and improved features coming up and give us feedback about them.
Have a great weekend you too!
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