Is there a way to add a user created custom field to the summary section?

Eden
Eden Member Posts: 4 VERIFIED MEMBER
First Comment
in Sales CRM #1

I have created a user defined field "Deal - Next Steps" and want it to show in the summary section.

Right now it shows up in details.

Is there a way to add or move this to the summary section.

Thanks!

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Answers

  • Sophie
    Sophie Pipedrive Team Posts: 199 PIPEDRIVE TEAM
    Third Anniversary 100 Comments 5 Answers 5 Likes
    #2

    Hi @Eden,

    Unfortunately, it's not possible to have a custom fields appear in the Summary section, however, I would be happy to pass this along as feedback! Additionally, you can always add your feedback to the Ideas and Product Feedback section of the Pipedrive community so other users can upvote your idea!

    You could mark this field as important, then it will appear a bit higher under the "please fill" section if that could help!

  • Eden
    Eden Member Posts: 4 VERIFIED MEMBER
    First Comment
    #3

    Thanks, Sophie!! Appreciate you getting back to me. It would be great if the Summary section was a bit more customizable and if you could add your custom field to that section. I will add my comment to the Ideas and Product Feedback section!! Cheers ~

  • Anthony PBGroup
    Anthony PBGroup Member Posts: 2 VERIFIED MEMBER
    First Comment
    #4

    I also agree this would be a very useful function to have.

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