Configurable Deal Cards??

Collin Sloan
Collin Sloan Posts: 6
Second Anniversary Photogenic
edited July 2022 in Ideas and Product Feedback #1

On the deal cards in pipeline view, you can see the title, value, owner, organization in the little card. It would be great to be able to configure this view to add a due date or next activity date etc. to this view so I can see critical info at a glance. 

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  • Collin Sloan
    Collin Sloan Posts: 6
    Second Anniversary Photogenic
    edited February 2022 #2

    This configuration on the cards would also be great on the forecasting view which is arranged by date. Even though it is arranged by date, you can't actually see the date you have organized it by. (the deal due date is in the week October 19-25 but I can't see what specific day unless I click into the deal) 

  • Mike van der Valk
    Mike van der Valk Posts: 4,052
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited October 2021 #3
    Collin Sloan said:

    This configuration on the cards would also be great on the forecasting view which is arranged by date. Even though it is arranged by date, you can't actually see the date you have organized it by. (the deal due date is in the week October 19-25 but I can't see what specific day unless I click into the deal) 

    Thanks for sharing @Collin Sloan I've seen this request before but unfortunately it hasn't been prioritised yet. Thanks for pointing it out again. I'm going to make sure this lands on the desk of our team working on the pipelines in Pipedrive.

  • Collin Sloan
    Collin Sloan Posts: 6
    Second Anniversary Photogenic
    edited October 2021 #4
    Collin Sloan said:

    This configuration on the cards would also be great on the forecasting view which is arranged by date. Even though it is arranged by date, you can't actually see the date you have organized it by. (the deal due date is in the week October 19-25 but I can't see what specific day unless I click into the deal) 

    Thanks!!

  • Laura Maier
    Laura Maier Posts: 26
    Second Anniversary 10 Comments
    edited October 2021 #5

    I was just looking for an answer to this question as well and found this parallel thread...no answer yet though...

    (7) Customize the Deal card (pipedrive.com)

  • Jian Goh
    Jian Goh Posts: 1
    edited October 2021 #6

    I would like to customise the card view to. For my business, name of the organisation is not important, I want to be able to see the person's name, the product I assigned to this person and the next activity & date. Is there a way to do it? 

  • George Curran
    George Curran Posts: 2
    edited February 2022 #7

    Yes agreed - would be very helpful to have degree of fiield customisation on deal cards

  • Brad Lynch
    Brad Lynch Posts: 19
    edited July 2022 #8
    Collin Sloan said:

    This configuration on the cards would also be great on the forecasting view which is arranged by date. Even though it is arranged by date, you can't actually see the date you have organized it by. (the deal due date is in the week October 19-25 but I can't see what specific day unless I click into the deal) 

    Any update on this feature from 2 years ago??

  • Jake Kushner
    Jake Kushner Posts: 10
    10 Comments
    #9

    +1 to wanting this. Is there any way to vote on features in this new Community?

  • Enrique Villalobos
    Enrique Villalobos Posts: 1
    First Comment
    #10

    Any updates on this? Hubspot has this in the free plan. It is very useful for card view to customize the info we want to see in a glance.

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