Custom field Tags - add in dialog?

Scott Kay

I use Pipedrive for customer management as well as sales.

I used to have multiple fields, but now find a Custom Field called Tags useful.

My question: Can I allow people to add additional tags (doesn't seem like you can).

I know you can do this with Loss Reason - is there any other workarounds/way I could do this with tags (that has multiple options?)
Thanks!

Amit Sarda (AmitSarda.xyz)

Create a custom field that can take multiple choices, instead of a single choice.

Mike van der Valk

Hi @Scott Kay you can indeed set up a multiple option field, but then an Admin user still has to set up the options in advance. The only way to have users free form enter options is to have a user "text" or "autocomplete" type of custom field.

You can then still use filters to filter out data that "contains" a specific keyword you're looking for. But since it's freeform there's also more chances for your team to cause data inconsistency if they use a different naming convention.

Scott Kay

Hi Mike

Thanks very much.
I'm the main user for pipedrive (i.e. my staff are outsourced so don't have the direct contact with the client)

So for my usage, I think I'll have a Tags (multiple option) - which has all my preset tags. 
THen Also a Tags Text field where I can enter keywords - for filtering.

I also have a key info field as well - where I put any key info that you'd usually have as a pinned note.