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. 

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  • Christopher Daly
    Christopher Daly Posts: 36
    edited September 2021 #2

    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!

  • Mike van der Valk
    Mike van der Valk Posts: 4,389 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited February 24 #3

    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.

  • Christopher Daly
    Christopher Daly Posts: 36
    edited September 2020 #4

    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.  

  • Eric Paasche
    Eric Paasche Posts: 2
    edited September 2020 #5

    I agree. 
    Would love to be able to have "next activity" or another custom field on the deal card view
     

  • Nick Bolton
    Nick Bolton Posts: 2
    edited September 2020 #6

    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!

  • Nick Bolton
    Nick Bolton Posts: 2
    edited September 2020 #7

    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.

  • Mike van der Valk
    Mike van der Valk Posts: 4,389 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited September 2020 #8

    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!

  • Al_23104
    Al_23104 Posts: 4
    edited March 2021 #9

    +1 from us. 

  • Indie Campers
    Indie Campers Posts: 4
    edited February 25 #10

    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 

  • Mike van der Valk
    Mike van der Valk Posts: 4,389 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited February 2021 #11

    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 

    Hi @Indie Campers 

    This 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 :( 

  • Christopher Daly
    Christopher Daly Posts: 36
    edited March 2021 #12

    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 

    image

     

    Time to bring the HAMMER!!!!  Update those Deal Cards!!!!!

     

    :-)

     

     

  • Mike van der Valk
    Mike van der Valk Posts: 4,389 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited February 2021 #13

    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 

    When 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 :( 

  • Graham Jones
    Graham Jones Posts: 1
    edited February 25 #14

    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.

  • Mike van der Valk
    Mike van der Valk Posts: 4,389 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited March 2021 #15

    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..

  • Donal
    Donal Posts: 1
    edited April 2021 #16

    +1 on this idea.  

  • Leticia Couto
    Leticia Couto Posts: 1
    edited June 2021 #17

    Hello, I would like to know if the customize cards info feature is working?

  • Ken Tom
    Ken Tom Posts: 2
    edited February 25 #18

    +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.  

  • Mikko Hell
    Mikko Hell Posts: 1
    edited September 2021 #19
    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!

  • Nicole Maio
    Nicole Maio Posts: 1
    edited September 2021 #20

    +1 for this. Podio has it.

  • Ramin Shaikhi
    Ramin Shaikhi Posts: 1
    edited October 2021 #21

    +1 

    this is a necessity for me - really think it would be valuable to prioritize this. It's a game changer 

  • Christian Haintz
    Christian Haintz Posts: 1
    edited December 2021 #22

    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.

  • Tim Cooley
    Tim Cooley Posts: 2
    edited December 2021 #23

    Any updates on this? 

  • Rahim from TrackRhino
    edited January 17 #24

    +1 please do this! 

  • Marc Kresin
    Marc Kresin Posts: 2
    edited January 19 #25

    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

  • Eric A Gombrich
    Eric A Gombrich Posts: 9
    edited February 24 #26

    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?

  • Glenda G Anderson
    edited April 7 #27

    +1 here.  should be straightforward to allow user to replace a deal card field with another more useful field.

  • Magnus_71885
    Magnus_71885 Posts: 1
    Photogenic
    edited April 20 #28

    +1 here. We need this is as well.

     

  • David Kregl
    David Kregl Posts: 4
    edited April 26 #29

    +1 for this must-have feature

  • Theo Schroen
    Theo Schroen Posts: 2
    First Anniversary
    edited May 12 #30

    Also here, would be awesome!!

  • Laurent Gaulhiac
    Laurent Gaulhiac Posts: 29
    10 Comments
    edited June 9 #31

    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.