Custom Fields - Visibility/Layout Templates

Jan Visser_342

Guys, some existing discussion in several posts regarding the ability to:

1. Determine custom field visibility on a field by field basis
2. Set mandatory completion of custom field

Particularly for the visibility aspect of it - others have solved this pretty well with layout templates. Layout templates determine which fields appear and are role related - so this gives a lot of flexibility. 

Case in point - to determine which contacts should be invites to a special product preview, we ask our sales guys to check a special custom field. Based on this field, we use filtered lists and export the records so our marketing team can take care of the invites. Other than for this purpose, the field is useless for the sales guys - so I don't want to keep it in their view. With layout templates, I could remove it from the sales rep view - but display it in my view or not display it at all - without deleting the field itself. 

If you allow for lead, contact, organization, deal and product layout templates, this functionality could extend consistently across all objects. 

(and while you're at it - in combination with layout templates, please consider allowing for custom sections/headers so you can determine the order and organization of fields in these objects a bit more flexibly?)

Just FYI.

 

 

Mike van der Valk

Thanks for sharing @Jan Visser 

1. This is something researched and discussed within our teams but no immediate plans right now, definitely something we're looking into though.
2. This is actually being worked on right as we speak, so stay tuned!

Regarding your other feedback, noted!  

Jan Visser_342

Mike van der Valk said:

Thanks for sharing @Jan Visser 

1. This is something researched and discussed within our teams but no immediate plans right now, definitely something we're looking into though.
2. This is actually being worked on right as we speak, so stay tuned!

Regarding your other feedback, noted!  

Thanks. If not in a template, then at least let me hide custom fields so I can use them for admin purposes without cluttering the user experience. 

Mike van der Valk

Mike van der Valk said:

Thanks for sharing @Jan Visser 

1. This is something researched and discussed within our teams but no immediate plans right now, definitely something we're looking into though.
2. This is actually being worked on right as we speak, so stay tuned!

Regarding your other feedback, noted!  

Yep, we're exploring all options at the moment how we can best tackle the fields organizing, that's why we did this groundwork in the settings page so we can build on that in the future: https://community.pipedrive.com/post/5e747246b3180f2bae822e1b

Jan Visser_342

Mike van der Valk said:

Thanks for sharing @Jan Visser 

1. This is something researched and discussed within our teams but no immediate plans right now, definitely something we're looking into though.
2. This is actually being worked on right as we speak, so stay tuned!

Regarding your other feedback, noted!  

Good to see some development in this often requested area. Thanks for your advocacy, Mike. 

Benjamin Ficker

I just read through 10 different posts (including one that I wrote up before seeing all of the others) asking for this and visibility depending on pipeline.  It seems like this is a topic that could use some more attention!  Hopefully a fix will be coming soon.

Jan Visser_342

Benjamin Ficker said:

I just read through 10 different posts (including one that I wrote up before seeing all of the others) asking for this and visibility depending on pipeline.  It seems like this is a topic that could use some more attention!  Hopefully a fix will be coming soon.

@Benjamin Ficker - mandatory fields based on pipeline stage has been implemented. Selectively hiding custom fields has not.