Configurable Deal Cards??
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I was just looking for an answer to this question as well and found this parallel thread...no answer yet though...
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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?
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I'm thinking of an implementation similar to that found in Trello. (I'm not in any way endorsing or recommending Trello .. just that their rather limited and simplistic product has configurable cards that can be made to display different user-defined-selected fields)
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I want to also say that this is absolutely necessary. Came here looking for a information on how to customize info on Deal cards. So I also second what Darek Młodnicki said.
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Hello, I would like to know if the customize cards info feature is working?
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Second this. The amount of info on the ticket is too limiting. Even if one can only tag the agent/s that are working on the deals.
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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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We need this feature! Thanks.
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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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I would love to see this feature. Deal cards don't contain enough information!
Another way you could manage this is by a preview feature when hovering over the deal card.
It takes so much time to have to click into the card or to add addtional info to the heading on the card.0 -
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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HI there, I was wondering if you modify the data in the Deal Card data in Pipline View box to include additional summary data (eg in addtion to client, deal name and $ value) for a given deal. In y case, I would like to add a data box (internal Company deal reference number) and the Deal Age such that when you see Deal Pipeline Deal Cards you also see this additional information for a given prospect. This would be good for our Group reporting sessions ---- would provide a great visual summary.
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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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I would love to be able to see the contact name on the card. I think about people when I think about deals, not brand names. This feature would be great.
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Yes agreed - would be very helpful to have degree of fiield customisation on deal cards
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We have another use-case for the same feature. We would like to display "Next Step" in the card so when we're doing a pipeline review with mgmt, it is clear what the next step in a deal is; if it's scheduled for 3 weeks from today (for example), we don't need to click into the deal and discuss it; we can move on to the next one.
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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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dear pipedrive, what is the status on this? thank you
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I am in the project beta tester and they realized kanban view last week.
It has customizable deal cards and is totally awesome. Would love to see this in the main product.0 -
+1 here. should be straightforward to allow user to replace a deal card field with another more useful field.
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Anyone listening?
This is a necessary feature. I can't understand why there's been no response?
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Yes, please copy HubSpot's functionality here! Or ClickUp does a really nice job of it to. It doesn't need to be everything but primary contact, close date, last contacted, a few basics would be really helpful!
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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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I just wanted to add to the community requests to be able to customise the details shown on the deal card. Seems like a lot of people would find it helpful and I know it would make our work way more efficient. Thanks!
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