Fields Visibility for user groups

Support_1862
Support_1862 Posts: 25
10 Comments
edited July 2022 in Ideas and Product Feedback #1

It would be really helpful to have an option to hide deal/Peron/Org fields to other user groups. So that sales & admin teams can work on fields that are relevant only to them. Especially when calling-team signs up customers, but don't need to see the monetary side of the process. 

Anybody else is in the same boat?

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  • Mike van der Valk
    Mike van der Valk Posts: 4,052
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited August 2020 #2

    Hi @Support 

    I've seen similar suggestions come by in the past. So setting what fields are visible for which people and also which pipeline/stages they apply to. I'll pass on your feedback to our team. It's not something we're working on not, but hopefully we can consider it for future updates.

  • Christian Ayala
    Christian Ayala Posts: 74
    Second Anniversary 10 Comments 5 Likes Name Dropper
    edited February 2022 #3

    Yes!  We have sales and support staff and support does not need to see anything related to money.  @Mike van der Valk  exactly what you said.  Setting up which pipelines and fields are visible to who.  Also, to make PD feel more personalized, I would like to suggest a feature where you can rename the modules, for example, I would like to rename DEALS  to LOANS and CONTACTS to BORROWERS, as we are in the lending space.  Would also like to be able to remove some of the modules from the nav/menu for certain users, which ties back into the original suggestion.

    FYI, this is standard with most CRMs, like Zoho, SF, Salesmate, Freshsales, etc.  PD is way cooler but would like to see some standard features put in place :)

  • Support_1862
    Support_1862 Posts: 25
    10 Comments
    edited August 2020 #4
    Christian Ayala said:

    Yes!  We have sales and support staff and support does not need to see anything related to money.  @Mike van der Valk  exactly what you said.  Setting up which pipelines and fields are visible to who.  Also, to make PD feel more personalized, I would like to suggest a feature where you can rename the modules, for example, I would like to rename DEALS  to LOANS and CONTACTS to BORROWERS, as we are in the lending space.  Would also like to be able to remove some of the modules from the nav/menu for certain users, which ties back into the original suggestion.

    FYI, this is standard with most CRMs, like Zoho, SF, Salesmate, Freshsales, etc.  PD is way cooler but would like to see some standard features put in place :)

    Also had the same conversation with PD in the past, and they suggested using a chrome extension called 'Word replacer'. It works if  you are a solo person using the system. Not ideal for teams. As you need to install the extension and replace words on each browser locally.

  • Mike van der Valk
    Mike van der Valk Posts: 4,052
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited February 2022 #5

    Thanks both @Support and @Christian Ayala right now there are no immediate plans to add this feature in Pipedrive, but I'll make sure that our team sees this and hopefully we can get it on the roadmap!

  • Support_1862
    Support_1862 Posts: 25
    10 Comments
    edited August 2020 #6
    Mike van der Valk said:

    Thanks both @Support and @Christian Ayala right now there are no immediate plans to add this feature in Pipedrive, but I'll make sure that our team sees this and hopefully we can get it on the roadmap!

    Thanks @Mike van der Valk . Looking forward to seeing this in action sometime in the future.

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