Optional data fields for different Pipelines
Comments
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Christian Normann said:
Any updates ?
It seems weird to not have this possibility
@Laura Maier no direct news unfortunately.. I am sorry.
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This is highly needed
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Hi Team.
So like many of you, we have a number of different pipelines, one for sales enquiries, one for rental enquiries, and another for service and support.
Our detail plane is getting filled up pretty quick as fields for our service pipeline don't need to be shown (ie, RMA#, Consignment notes details etc) and vice versa - for the other pipelines.It would be awesome that you could specify which custom fields apply to which pipeline.
Hope to hear back from someone soon. I feel this could be a relatively easy implementation!
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You should play with the Required and Important settings of fields.
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Amit Sarda said:
You should play with the Required and Important settings of fields.
Thanks Amit,
Yes, I'm aware of those settings - it's more about not 'clogging up' that side of the screen, with 'irrelevant' custom fields when working in different pipelines.
And required fields also apply across all pipelines, where so we can't always activate that - because for example an service RMA number is not 'required' for a sales pipeline etc.
hope this clears that up.
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We are an installation company in solar panels, in addition to solar panels we sell charging stations, fuse boxes and many extra services. Now we would prefer to have different pipelines for these different services, each with its own detail fields.
It would be a huge plus if pipedrive would make this possible. If we now want to process all this in pipedrive, our detail fields list becomes very long. This is cluttered and very inconvenient.
Who also sees opportunities in this? please like this post.
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Already requested with PD ...at least 100 times ;-)
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Hi @Jesse Kamp , thank you for your feedback. Much like @Markus Funk mentioned this is one of the most popular requests from our users, and our developers are aware of it!
The team is already investigating how to make this work for a future update, but right now there is no estimate I can provide I'm afraid. If you haven't done so yet, be sure to follow the topic What’s New for new release announcements, and you will know as soon as it becomes available
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Hi @Jesse Kamp - I am wondering why you can't use Important and Required Field settings to make this work for you. Since you're open to having multiple pipelines, it should be very easy to set up for your usecase, unless I am missing something extremely obvious.
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Join the club of cluttered detail views! Pipedrive needs to make an effort to accommodate this request. Seems like basic CRM feature.
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PLEASE Pipedrive! This is such a large oversite to not have this feature.
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Any word on when this will be resolved?
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Its hard to fathom why this is not a standard option.
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Inês Batata said:
Hi @Martin Boonzaayer , thank you for your feedback!
This suggestion has come up a few times and I've made sure to send it internally to our team for consideration.
anything about this topic?
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Inês Batata said:
Hi @Georg Wässa , thank you for your feedback! I've made sure it reaches our team for consideration.
This is a topic that has been raised before, check out a discussion and some tips in this other post. 🚀
Hi Inês,
Was this ever resolved? I'm still looking to solve this problem and only have certain fields on deals depending on what pipeline they're in0 -
Hey!!! I'm having the same issue, 2 different teams, that have 2 different pipes with other informations on the cards. It would be great if there were possible to choose the selectable field in each pipeline. Thanks
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Really need this also! +1
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The silence on this needed feature is brutal
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Need it urgently, too!
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hello! I was wondering if anyone knows if there is a way to show certain fields per pipeline? I have 3 pipelines currently where only certain fields apply to certain pipelines, however you can't remove fields from one and not the other, which leads to a lot of unnecessary fields.
is there any work around?
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The best workaround for this is to use "Important Fields"
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Can we please get this feature to hide/show fields per pipeline? This is critical for a good workflow across multiple very different pipelines.
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Hi Pipedrive team,
am following up on post from me about 10 months ago on fields that are separate for each pipeline?
Can you let me know if this is something on the cards?
Cheers
#helpful
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Hey @Geoff Wilkie such a valid point!!!
Ohhh yes, we want this feature so much too!!!!
Meanwhile, have you thought about "splitting your custom fields by "sections" and using symbolic/special characters for example?
In the image, I describe the Pipeline, but you can just use the Special character to indicate a specific Pipeline (Squere = Pipe SQL, Triangle = Pipe Sales:
@Baptiste suggested this option once and works well for some clients.
I know it's not what we would like to have in Pipedrive, but for a "short term" solution it can work well.
You can then use it with "Important Fields" and select the ones you want for the pipelines you wish to link them to.
Have a nice day!
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Alex Stueber said:
Hey @Geoff Wilkie such a valid point!!!
Ohhh yes, we want this feature so much too!!!!
Meanwhile, have you thought about "splitting your custom fields by "sections" and using symbolic/special characters for example?
In the image, I describe the Pipeline, but you can just use the Special character to indicate a specific Pipeline (Squere = Pipe SQL, Triangle = Pipe Sales:
@Baptiste suggested this option once and works well for some clients.
I know it's not what we would like to have in Pipedrive, but for a "short term" solution it can work well.
You can then use it with "Important Fields" and select the ones you want for the pipelines you wish to link them to.
Have a nice day!
this is a nice workaround! Great idea as a temp solution
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We are all waiting for this eagerly! But so far, no news to it.....
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Agree this would be super useful
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Doing some digging on an update for this feature and found this thread, there are a lot of posts about this feature request. This one seems to have the most comments: https://community.pipedrive.com/post/custom-fields-for-each-pipeline-5f73025f71196641fd35d4b8
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The bulk of this request is a great point (ability to hide fields at different stages). I was doing some digging on an update for the feature to have unique custom fields per pipeline and found this thread, there are a lot of posts about this feature request. This one seems to have the most comments in case you want to like/follow this one too: https://community.pipedrive.com/post/custom-fields-for-each-pipeline-5f73025f71196641fd35d4b8
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