Ability to hide fields from details view

There are some fields we use to work out attribution. For instance, name of the campaign referring a customer, name of the source, etc.

These details don't matter much to the sales team, but without the option to hide them from the Details view, it is one more annoying thing to look at (think really long numbers when you use Lead ID, Campaign ID from Facebook Lead gen).

 

In the data fields setting, it would be nice to have a flag to force hide a field, even if it is filled.

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  • Mike van der Valk
    Mike van der Valk Posts: 4,290 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited February 24 #2

    Hi @Amit Sarda thanks for sharing. Our team is currently exploring conditional fields. So showing certain fields only in certain conditions. I'll pass on your feedback to them about this.

  • Michael_599
    Michael_599 Posts: 20
    edited February 24 #3

    Conditional fields would be great, and answer a lot of questions on the boards about how we can maintain certain fields for different pipelines, hidden fields etc..  

    With other CRM tools the concept of page layouts is pretty universal, where you can display different page layouts to different groups of users or at different stages in your process. We still have to use Salesforce alongside Pipedrive to handle quotes and invoices. Our quote to invoice stages will show different fields that only need to be entered in the relevant stages

  • Mike van der Valk
    Mike van der Valk Posts: 4,290 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited October 2020 #4
    Michael said:

    Conditional fields would be great, and answer a lot of questions on the boards about how we can maintain certain fields for different pipelines, hidden fields etc..  

    With other CRM tools the concept of page layouts is pretty universal, where you can display different page layouts to different groups of users or at different stages in your process. We still have to use Salesforce alongside Pipedrive to handle quotes and invoices. Our quote to invoice stages will show different fields that only need to be entered in the relevant stages

    Thanks @Michael for the additional comments, I'll pass it on to our team working on the area!

  • Philipp Riederle
    Philipp Riederle Posts: 41
    edited July 2021 #5

    Hi @Amit Sarda thanks for sharing. Our team is currently exploring conditional fields. So showing certain fields only in certain conditions. I'll pass on your feedback to them about this.

    +1 for conditional fields

  • Athena Pena
    Athena Pena Posts: 2
    edited July 2021 #6

    Hi @Amit Sarda thanks for sharing. Our team is currently exploring conditional fields. So showing certain fields only in certain conditions. I'll pass on your feedback to them about this.

    Am I misunderstanding this? Fields like probability, stage, value, that have nothing to do with the way we work flow, these have to remain visible? I'm new to pipedrive and trying to see if I can make it work. Thank you.

  • Anoop Suresh_25117
    edited September 2021 #7

    When exactly is this planned to be implemented? Pretty much every basic CRM request is met with the same response - "will pass it on to the team". When do these basic features become reality? After 2 years of using PD, I'm still waiting on this and several other features. After all this time, GApps email aliases still aren't supported.

  • Helio_2884
    Helio_2884 Moderator Posts: 84 PIPEDRIVE CUSTOMER SUPPORT
    Pipedrive Employee
    edited February 25 #8

    Hello!

    I have done a little bit of research internally and I was able to find that our team has this on our roadmap for 2021 between Q1-Q2.

    Here’s how to get notified about what’s coming down the line:

    • 🔮 Follow What's Planned to know what we're currently working on and what’s to come.
    • 🌟 Follow What’s New and don’t miss any new release announcements.
    • 🧪 Join our Research and Beta Testing channel for the chance to try out early versions and give us your opinion about new and improved features before they go live.
  • Tomasz Gdynia_47149
    edited July 2021 #9

    Hi @Amit Sarda thanks for sharing. Our team is currently exploring conditional fields. So showing certain fields only in certain conditions. I'll pass on your feedback to them about this.

    I have the same question as Athena. Some of the fields like "stage" or "label" are completely unnecessary for me. Is it possible to remove/hide them?  

  • Brad Cohen
    Brad Cohen Posts: 22
    10 Comments Photogenic First Anniversary
    edited November 2021 #10
    Helio said:

    Hello!

    I have done a little bit of research internally and I was able to find that our team has this on our roadmap for 2021 between Q1-Q2.

    Here’s how to get notified about what’s coming down the line:

    • 🔮 Follow What's Planned to know what we're currently working on and what’s to come.
    • 🌟 Follow What’s New and don’t miss any new release announcements.
    • 🧪 Join our Research and Beta Testing channel for the chance to try out early versions and give us your opinion about new and improved features before they go live.

    We are now going into Q4. Any update?

  • Eli Glanz
    Eli Glanz Posts: 57
    Second Anniversary
    edited January 27 #11
    Helio said:

    Hello!

    I have done a little bit of research internally and I was able to find that our team has this on our roadmap for 2021 between Q1-Q2.

    Here’s how to get notified about what’s coming down the line:

    • 🔮 Follow What's Planned to know what we're currently working on and what’s to come.
    • 🌟 Follow What’s New and don’t miss any new release announcements.
    • 🧪 Join our Research and Beta Testing channel for the chance to try out early versions and give us your opinion about new and improved features before they go live.

    @Helio  @Mike van der Valk  Any update on this? 

    The abundance of Fields is littering the Pipedrive experience for our users with unnecessary details.

  • Mike van der Valk
    Mike van der Valk Posts: 4,290 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited January 28 #12
    Helio said:

    Hello!

    I have done a little bit of research internally and I was able to find that our team has this on our roadmap for 2021 between Q1-Q2.

    Here’s how to get notified about what’s coming down the line:

    • 🔮 Follow What's Planned to know what we're currently working on and what’s to come.
    • 🌟 Follow What’s New and don’t miss any new release announcements.
    • 🧪 Join our Research and Beta Testing channel for the chance to try out early versions and give us your opinion about new and improved features before they go live.

    Hi @Eli Glanz I know our team is working on an updated framework for our detail views, I've reached out to the designer in charge, hopefully we can work something out :)