Details for Multiple Pipelines

Michael_27910

The nature of our business and use case is such that we have multiple pipelines.  The detailed information that I would like to collect and reference for each is very different (even for the same contact or organization).  We really need a way to have have different custom "details" populate depending on which pipeline a "deal" is sitting in.   I am told this may be in the works, but can't wait to have it.   Anyone else have this issue?  

Brad Krause_13404

I posted this one the other day which is similar. https://community.pipedrive.com/post/variable-deal-details-pane-6004516ebbe8817e9e00872d

 

Inês Batata

@Michael a possible workaround is to name and group the custom fields you've created after the pipeline they belong to. In the meantime, here’s how to get notified about what’s coming down the line:

• Follow What's Planned to know what we're currently working on and what’s to come.
• Follow What’s New and don’t miss any new release announcements.
• Join our Research and Beta Testing channel for the chance to try out early versions and give us your opinion about new and improved features before they go live.

That being said, we appreciate your input and use it to give our teams thinking points to be considered in the future.

Corby Hicks_5624

Inês Batata said:

@Michael a possible workaround is to name and group the custom fields you've created after the pipeline they belong to. In the meantime, here’s how to get notified about what’s coming down the line:

• Follow What's Planned to know what we're currently working on and what’s to come.
• Follow What’s New and don’t miss any new release announcements.
• Join our Research and Beta Testing channel for the chance to try out early versions and give us your opinion about new and improved features before they go live.

That being said, we appreciate your input and use it to give our teams thinking points to be considered in the future.

Hi.  You mentioned a "name and group the custom fields" workaround.  Can you elaborate on that?  Are you suggesting that a temporary workaround would be something like this?

Pipeline1-CustomField1

Pipeline2-CustomField1

OR is there some other method I am missing?

Thanks!

Jana Hodbodova

Brad Krause said:

I posted this one the other day which is similar. https://community.pipedrive.com/post/variable-deal-details-pane-6004516ebbe8817e9e00872d

 

Hi, searching for different deal details setting across pipelines as well, any update here?

Thanks!