Details for Multiple Pipelines

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Michael_27910
Michael_27910 Member Posts: 1

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?  

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  • Brad Krause_13404
    Brad Krause_13404 Member Posts: 373
    5 Up Votes First Comment
    edited February 2022 #2
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  • Inês Batata
    Inês Batata Posts: 2,052 PIPEDRIVE TEAM
    5 Likes First Anniversary First Answer Name Dropper
    edited February 2022 #3
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    @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
    Corby Hicks_5624 Member Posts: 4
    First Anniversary First Comment Photogenic
    edited February 2021 #4
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    @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
    Jana Hodbodova Member Posts: 3
    edited February 2022 #5
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    Hi, searching for different deal details setting across pipelines as well, any update here?

    Thanks!