Specifying a product provider or supplier in a Deal

Paul Downes
Paul Downes Posts: 39
edited July 2022 in Ideas and Product Feedback #1

Hi all,

I have set up a customised data field in products to identify the provider of my products. 

How can I include the provider when creating a Deal? When creating a deal it only allows me to add a product but I would also like to specify the provider of the product. 

Thanks for your suggestions.

Paul

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  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,238
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    edited February 2022 #2

    Make it a required field.

  • Paul Downes
    Paul Downes Posts: 39
    edited October 2020 #3
    Amit Sarda said:

    Make it a required field.

    Thanks @Amit Sarda !!

  • Paul Downes
    Paul Downes Posts: 39
    edited October 2020 #4
    Amit Sarda said:

    Make it a required field.

    Hi @Amit Sarda , just looked at this now. I made the provider a required field in deals, however, if I have a deal with multiple products, I would like to assign a provider for each of those products. Have you a work around there?

    I know I could create a new deal for each product but that is not what I want.

    You help is appreciated.

    Thanks,

    Paul

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,238
    1000 Comments Third Anniversary 100 Likes 5 Answers
    edited October 2020 #5
    Amit Sarda said:

    Make it a required field.

    Only solution that comes to mind is to create all combinations of products and providers and upload the list to Products.

  • Inês Batata
    Inês Batata Admin Posts: 2,925
    2500 Comments Third Anniversary 5 Likes First Answer
    COMMUNITY MANAGER
    edited October 2020 #6

    Hi @Paul Downes !

    Another option could be including the name of the provider in the name of the product and not in the custom field. 

    If you prefer to have a custom field and there are many possible options, I would use a multiple-option type of custom field instead of single-option or text. If you've already created one of the latter, check with our Support team if it can be converted into a multiple-option one.

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