customise the Deal Card View
I would like to be able to customise the Card view on the Deals screen.
I want to add custom fields to the view, so I can seem them at a glance along with Org Name, Deal Name, Lable, and Amount.
Comments
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Yes - this! There are several places where this could make great sense and when you look at the structure of the Deal Cards there is plenty of space to expose a section of information that we customize. Love it!
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Hi @Paul Armstrong just clarifying, you mean on the deal in the pipeline right? Just checking before I pass anything along to the team here.
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Mike van der Valk said:
Hi @Paul Armstrong just clarifying, you mean on the deal in the pipeline right? Just checking before I pass anything along to the team here.
Yep - more details in the Pipeline - the next activity would be useful so you do not have to click around to get to the activity. It would be nice to be able to customize the cards.
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I agree.
Would love to be able to have "next activity" or another custom field on the deal card view
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Yes please, I just imported 2800 records and it's showing mostly the same stuff on each card - (arghh!) instead of the stuff I want to see and can access quickly - like the contacts name!
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Got this from support.
the only 2 items visible in the deals module is the organisation name and the deal title. The only way the organisations name is not visible and the deal contact person is visible instead, is when there is no organisation added to the deal details.
If you wish to have the persons name in the deal title however, then you'd have to export all the details out and remap the contact persons name to the deal title field, otherwise from this view you cannot do much more.If you would use the list view, then you could have multiple columns visible and there you coudl have the title, org and the person all visible in one row, with the con of not having out pipeline view to manage the deals.
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Thanks for sharing @Nick Bolton I see our support team also passed it on to the product manager. It would be great if this is possible in the future!
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Hello
Mike, do you know if the team is working on this?
I have seen this post from 5 months ago and other with 2 weeks old were your reply is the same (passing feedback).
Would be great to have a timeline in case this is being worked on.
Thank you0 -
Indie Campers said:
Hello
Mike, do you know if the team is working on this?
I have seen this post from 5 months ago and other with 2 weeks old were your reply is the same (passing feedback).
Would be great to have a timeline in case this is being worked on.
Thank youThis happens unfortunately. Our teams are constantly getting in new requests and have to prioritise. I keep on passing the feedback on to them to make sure they know what our customers want and need and that some requests keep coming back.
Unfortunately however this one hasn't been prioritised yet and is part of our backlog right now, so no timeline right now unfortunately
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Indie Campers said:
Hello
Mike, do you know if the team is working on this?
I have seen this post from 5 months ago and other with 2 weeks old were your reply is the same (passing feedback).
Would be great to have a timeline in case this is being worked on.
Thank you
Time to bring the HAMMER!!!! Update those Deal Cards!!!!!
:-)
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Indie Campers said:
Hello
Mike, do you know if the team is working on this?
I have seen this post from 5 months ago and other with 2 weeks old were your reply is the same (passing feedback).
Would be great to have a timeline in case this is being worked on.
Thank youWhen Thor comes with a request we mortals should take it seriously. I will need to find a product manager who is worthy of Thor's hammer to pass the message on to.
Jokes aside @Christopher Daly I am in contact with our team, it's currently not in the works but hopefully we can push up priority. I can't make any promises though 0 -
Adding to this, we have been inspired by https://www.pipedrive.com/en/blog/how-to-use-pipedrive-for-recruiting and moved our recruiting to pipedrive too, which means we've added users and moved up a tier. We're trialling it out but for it to work well, it's critical that we can see the Role/Position on the deal card, otherwise it would necessitate creating a duplicate pipeline for each of the roles we have open. Labels just don't cut it with only a colour showing.
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Graham Jones said:
Adding to this, we have been inspired by https://www.pipedrive.com/en/blog/how-to-use-pipedrive-for-recruiting and moved our recruiting to pipedrive too, which means we've added users and moved up a tier. We're trialling it out but for it to work well, it's critical that we can see the Role/Position on the deal card, otherwise it would necessitate creating a duplicate pipeline for each of the roles we have open. Labels just don't cut it with only a colour showing.
Thanks @Graham Jones will pass that on to our team. For now perhaps adding the role in the deal title would be a workaround... not idea, but can work..
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Hello, I would like to know if the customize cards info feature is working?
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Ken Tom said:
+1
I'm on here evaluating Pipedrive as a trial.
This makes or breaks the decision for us, because the default card view is useless for my organisation.
Same thing over here!
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+1 for this. Podio has it.
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+1
this is a necessity for me - really think it would be valuable to prioritize this. It's a game changer
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Would also need this, adding 2 or 3 custom or system fields to the deal cards in the pipeline view would make it a huge improvement for us.
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Any updates on this?
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+1 please do this!
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We just migrated to Pipedrive and this feature GAP is really anoying. We want to display the name of sales person and perhaps more information. This feature is a must have! REALLY disappointing
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We would like to add the custom field of "Next Step" so when doing a pipeline review with the team, we don't need to necessarily click into each Deal to see what the next step is...
As many on this thread suggest, other CRMs offer this.
Is there an update from Pipedrive development on the prioritization and/or delivery of this feature?
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+1 here. should be straightforward to allow user to replace a deal card field with another more useful field.
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+1 here. We need this is as well.
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+1 for this must-have feature
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Also here, would be awesome!!
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Definitely needed.
I am a freelancer working for webagencies that have regular clients. For each deal I have a custom field "website" so I know for which one of their client the mission is (all my deals are "for" the agency, as I bill them, not their clients).I already have filters for every clients but it will be super useful to be able to see directly the custom fields on the cards in the pipeline view.
I see some customization is comming for the "Project" feature where we can choose which field to display on each card. It will be great to have the same thing for Deals cards too.0
