Add hyperlink field to the organisation details section
It would be really useful to be able to add a field to the organisation details tab that expects a hyperlink.
Ideally, it would allow a URL of any length, have the option to add a url name (what appears in the details section) and that URL name is clickable, opening the address in a new tab.
This would allow pipedrive users who are already using external cloud-based document/storage platforms to link those systems to a particular organisation that they are using Pipedrive to manage.
Comments
-
@Lyle Innes -- If you create a custom "text" field and are using google chrome -- when you put a value into that field and include http:// -- it will automatically create a hyperlink
example: Website is a custom text field
0 -
Both the text and long text field do not seem to allow long enough text strings to enter a google sheet hyperlink for example.
Also, using a shorter link that does fit, I don't seem to be getting the automatic hyperlink (using chrome)
0 -
Hi @Lyle Innes !
I see that you are using URLs longer than our Large Text custom fields allow for. You mentioned linking documents from other storage platforms: have you tried using our Google Drive native integration? You can create documents there without leaving Pipedrive, or just attach documents that already live there.
We are also working on a feature that will let you create sales documents (contracts, quotes, etc) by pulling data from Pipedrive (less manual work!).
0 -
Inês Batata said:
Hi @Lyle Innes !
I see that you are using URLs longer than our Large Text custom fields allow for. You mentioned linking documents from other storage platforms: have you tried using our Google Drive native integration? You can create documents there without leaving Pipedrive, or just attach documents that already live there.
We are also working on a feature that will let you create sales documents (contracts, quotes, etc) by pulling data from Pipedrive (less manual work!).
Google drive integration sounds exactly like what I need, I'll take a look - thanks!
0 -
Hi! Is there a way to use a longer URL in a contact card without using Google Drive native integration (our information is not stored in Google) and with it actually hyperlinking (and not in the notes section)? Thanks!
0 -
I'd really like to link an organisations org chart that is stored on sharepoint, which is continully being updated - rather than uploading a file. Can we link out to Sharepoint?
0 -
Hi @Toby Maple ,
you can now create & maintain the org chart directly in pipedrive with this extension: https://www.pipedrive.com/en/marketplace/app/vizrm/4b3640cf8fe2b2a4
saves a lot of time when updating information on the chart or in pipedrive because it bi-directionally connected!
cheers
markus
0 -
Hello @Boris Tsibelman
I have read the above and see that the request was to link to a doc or website, is there a way to create a custom text field or other and create a hyperlink with a URL similar to how you would do it in notes or in an email (add an external url to some text)?
0
