Customized data fields for each user

Ole Heinrichs
Ole Heinrichs Posts: 2
edited July 2022 in Ideas and Product Feedback #1

I think it would be much more convenient to have different data fields when creating a deal depending on which user is creating the deal as different products (eg insurance and hardware product) need different data fields. As of now the data fields are fixed for each deal for the company as a whole.

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  • Mike van der Valk
    Mike van der Valk Posts: 4,055
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    PRODUCT MANAGER
    edited July 2022 #2

    @Ole Heinrichs 

    Thanks for sharing. Would you say it's more convenient in your use case to set this per users or perhaps per pipeline/stage depending on what product you're selling. I want to understand how it could best help your team so I can pass on this suggestion to our team here. 

    Right now we're not working on something like it unfortunately but would be a great addition I agree!

  • Ole Heinrichs
    Ole Heinrichs Posts: 2
    edited February 2022 #3

    For us it would be more convenient to have different fixed data fields for different users as we have different people responsible for different products. 

  • Mike van der Valk
    Mike van der Valk Posts: 4,055
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited August 2020 #4
    Ole Heinrichs said:

    For us it would be more convenient to have different fixed data fields for different users as we have different people responsible for different products. 

    Thanks @Ole Heinrichs it's unfortunately not in the plans now but with that extra information you gave I can pass on this feedback to our team, hopefully we'll be able to do this in the future.

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