Controlling custom fields
It's great we can restrict whether our users can delete a custom field however we use custom fields for putting some super important information and there is no restriction on them editing the content of the field say if it's a multiple option. What would be great is if there was a permission like other CRM's whereby we could restrict the user from editing the content of the custom fields and lock them.
Comments
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Thank you @Stephen Phillips , I've sent your feedback over to our team so they can take it into consideration.
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Agreed, locked fields (custom and standard) is an important tool for data integrity.
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Any further progress on locked fields? For accuracy of stats and performance reviews, being able to lock deals once completed is very important.
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Jeff Cooke said:
Any further progress on locked fields? For accuracy of stats and performance reviews, being able to lock deals once completed is very important.
Hi @Jeff Cooke !
As far as I'm aware, right now there are no concrete short term plans to make these improvements. Unfortunately with many customers and requests and with limited development resources we need to prioritise and make choices what to deliver first. We will make sure however our team will consider your suggestions but we can never make any promises.
Here’s how to stay on top of what’s coming down the line:
- Follow What’s New and don’t miss any new releases.
- Follow What's Planned to know what we're working on currently and what’s to come.
- Join our Research and Beta Testing channel for the chance to try out early versions of new and improved features.
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+1
Would be super important to lock some custom fields. For example, the bookkeping software gives back their internal ID for an organization. No one should be able to change this ID in Pipedrive.
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100% also need to lock down fields so they are not editable! @Inês Batata
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Dear Pipedrive:
There are only a few people following this conversation. However, this conversation is super important. I am positive if you speak to your other clients as part of their Quarterly conversations that they will agree to this a must have.
Looking forward to your suggestion,
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This would be very useful, I would use it 100%
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+1 from me! This is a super important thing for us too!
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I personally recommend changing to HubSpot or Salesforce.
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+1 UP!! Locked custom fields
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