Default deal display fields

I need to override the default pipeline behavior to display each deal’s PERSON instead of the ORGANIZATION.

Removing the connected ORGANIZATION is not an option. 

Thanks for help!
Joel

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  • Mike van der Valk
    Mike van der Valk Posts: 4,389 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited July 2020 #2

    Hi @Joel Pilger ,

    Unfortunately there's no setting to change this :( I have tagged your post with the "feedback & feature suggestions" topic so it reaches our team. Thanks for sharing.

  • Mike Bekin
    Mike Bekin Posts: 4
    edited February 24 #3

    @Mike van der Valk 

    I too would like to edit some of the default fields as they don't really matter to our organisation. 

    If we can't delete them, can we at at least change their NAME? 

    Right now they are more of a hindrance hogging space..... 

  • Mike van der Valk
    Mike van der Valk Posts: 4,389 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited April 2020 #4

    @Mike van der Valk 

    I too would like to edit some of the default fields as they don't really matter to our organisation. 

    If we can't delete them, can we at at least change their NAME? 

    Right now they are more of a hindrance hogging space..... 

    @Mike Bekin could you please clarify a bit more. What fields need editing and why are they currently in the way?

  • Mike Bekin
    Mike Bekin Posts: 4
    edited April 2020 #5

    @Mike van der Valk 

    I too would like to edit some of the default fields as they don't really matter to our organisation. 

    If we can't delete them, can we at at least change their NAME? 

    Right now they are more of a hindrance hogging space..... 

    Sure:

    Value - we'd like to call it Profit

    Expected Close Date - we'd like to call it Delivery Date.

    We should be able to either hide or delete these default fields or at least rename them.

  • Joel Pilger
    Joel Pilger Posts: 2
    edited February 24 #6

    As much as I would like to have those fancy features (like changing the names of fields, etc.), all I really need is for each deal to simply display:

    Deal Name
    Person

    Unfortunately, Pipedrive ALWAYS displays Organization instead of Person. In my industry, this is not appropriate. We do business with people not companies.

    At present, the only way to override this default behavior is to click on unlink this organization – not a good practice – or force the Person's name into the Deal Name field.

  • Mike van der Valk
    Mike van der Valk Posts: 4,389 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited April 2020 #7

    As much as I would like to have those fancy features (like changing the names of fields, etc.), all I really need is for each deal to simply display:

    Deal Name
    Person

    Unfortunately, Pipedrive ALWAYS displays Organization instead of Person. In my industry, this is not appropriate. We do business with people not companies.

    At present, the only way to override this default behavior is to click on unlink this organization – not a good practice – or force the Person's name into the Deal Name field.

    Hi @Joel Pilger thanks for sharing. I've passed your suggestion on to our team. One think you could do although not ideal but it still kinda links the the deal to the org and makes sure the person is visible on the pipeline.

    You could create a custom "organization type" of custom field under your persons. then in there you can store the organization the contact person is linked to so you can still directly link it to the profile and from there click to the org.

    It does the trick but nonetheless I've passed on your suggestion :) 

  • Mike van der Valk
    Mike van der Valk Posts: 4,389 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited April 2020 #8

    @Mike van der Valk 

    I too would like to edit some of the default fields as they don't really matter to our organisation. 

    If we can't delete them, can we at at least change their NAME? 

    Right now they are more of a hindrance hogging space..... 

    Hi @Mike Bekin 

    For this we don't have a build in solution but this might work: https://community.pipedrive.com/question/5e7108006c71353969a39341

  • Chris_7784
    Chris_7784 Posts: 2
    edited July 2020 #9

    Agree. Please add this as a field to change.