Feature request: allow a special field in each Deal to be viewable from the Pipeline view of the Dea

Michael Turquette
Michael Turquette Posts: 2
edited May 2022 in Ideas and Product Feedback #1

The use case is as follows:

My org has added a "TL;DR" field to Deals, and every deal must have a 1-3 sentence summary of the latest deal status in this field. One sentence is preferable.

My feature request is to have this one, special field be viewable from the Pipeline view of the Deals page, instead of forcing us to drill down into each Deal's page just to read a single sentence. Pipedrive is not a fast tool and this can get quite tiresome.

Some thoughts on implementation:

My preference would be to have this optional special field print its text directly into the kanban card of the Pipeline view. Alternatively to keep a clean interface, this special field could appear as a mouse hover tooltip instead (but this is really not what I want for an at-a-glance solution).

Thanks!

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  • Inês Batata
    Inês Batata Admin Posts: 2,917 COMMUNITY MANAGER
    2500 Comments Third Anniversary 5 Likes First Answer
    edited April 2021 #2

    Thank you for such a clear description in your suggestion @Michael Turquette , we really appreciate this. SO far the deal cards in the pipeline view have always uneditable, but who knows what the future holds.

    Currently there are no direct plans for it but the team noted down your input for when they'll work on updates again. This is where we make all product update announcements, make sure to follow them:

    • Follow What's Planned to know what we're currently working on and what’s to come.
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    • 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.

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