Custom fields

Karen Vieira
Karen Vieira Posts: 14
Second Anniversary
edited July 26 in Sales CRM #1

How can I best handle it when I want a custom field available to me at each record level no matter which record type I create first.

For example - email address custom field - I create an org - no person, no deal available.

Then later on I get a person that I link to that organization. And maybe a deal later on.

I want to see that email address that I had created at the org level visible at the person level, and at the deal level. And not just visible but available to me for filtering, reporting, no matter which record I'm running the report on.

I know data flows up.

Is the only way to have the above scenario to create a custom field email address for each record type. 

Thanks.

Comments

  • Mike van der Valk
    Mike van der Valk Posts: 4,376 PIPEDRIVE PRODUCT MANAGER
    2500 Comments 25 Likes Second Anniversary First Answer
    edited October 2021 #2

    Hi @Karen Vieira 

    Indeed, if you want them on all items you need to create them on all items and then they act as individual fields that are not in sync but need to be manually updated.

    Can you explain a bit more though why you'd need this? 

    How we've set it up is that you should store information on the item where it's relevant. If it's a general org email address it goes on the org. If it's a person email it goes on the person. In case you don't have any other information from the person yet you can still create it naming it unknown and filling in the email address. You can then later always update the name but this way the information stays on the right item.

  • Karen Vieira
    Karen Vieira Posts: 14
    Second Anniversary
    edited February 24 #3

    Thanks @Mike van der Valk .

    I'm not sure email was the best scenario I could have given. 

    Some of my questions may be carried over from issues we had with our prior CRM. 

    Where for example certain lists or exports would contain only certain information. So for example we wanted to run a promotion based on a person's title/position - but then something I also needed - like the Organization's address (something in the Org record) wouldn't be available in that same list. Or I wanted to export a list with contacts that had email addresses but at a certain type of organization custom field - I couldn't have both in the same list.

    Those kinds of issues.

    So in some cases we ended up creating custom fields for each type of record but then they would be filled in more than once at each record type. And other issues.

    Do we have to think about those same kinds of limitations with my exports here - or is whatever info. I collect and create at any level available to me in any combination I may need on export. 

    (Also, and totally as a side note - there is not a domain field/web address field for Organizations, correct?)

    Thanks again Mike.

  • Mike van der Valk
    Mike van der Valk Posts: 4,376 PIPEDRIVE PRODUCT MANAGER
    2500 Comments 25 Likes Second Anniversary First Answer
    edited October 2020 #4

    Thanks @Mike van der Valk .

    I'm not sure email was the best scenario I could have given. 

    Some of my questions may be carried over from issues we had with our prior CRM. 

    Where for example certain lists or exports would contain only certain information. So for example we wanted to run a promotion based on a person's title/position - but then something I also needed - like the Organization's address (something in the Org record) wouldn't be available in that same list. Or I wanted to export a list with contacts that had email addresses but at a certain type of organization custom field - I couldn't have both in the same list.

    Those kinds of issues.

    So in some cases we ended up creating custom fields for each type of record but then they would be filled in more than once at each record type. And other issues.

    Do we have to think about those same kinds of limitations with my exports here - or is whatever info. I collect and create at any level available to me in any combination I may need on export. 

    (Also, and totally as a side note - there is not a domain field/web address field for Organizations, correct?)

    Thanks again Mike.

    That field is indeed missing @Karen Vieira but you can create any custom field you'd like that you feel is missing for your business.

    Also, regarding your previous question. It shouldn't be a problem in Pipedrive. You can easily go in the deal list view and add columns from related people and organizations, check it out here in this GIF below:

    image