Feature Request: Custom Fields, that apply only to certain pipelines

Benjamin Farkas from TeleIn
Benjamin Farkas from TeleIn Posts: 2
edited July 2022 in Ideas and Product Feedback #1

Hi Team.

So like many of you, we have a number of different pipelines, one for sales enquiries, one for rental enquiries, and another for service and support.

Our detail plane is getting filled up pretty quick as fields for our service pipeline don't need to be shown (ie, RMA#, Consignment notes details etc) and vice versa - for the other pipelines. 

It would be awesome that you could specify which custom fields apply to which pipeline. 

Hope to hear back from someone soon. I feel this could be a relatively easy implementation!

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  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,244
    1000 Comments Third Anniversary 100 Likes 5 Answers
    edited February 2022 #2

    You should play with the Required and Important settings of fields.

  • Benjamin Farkas from TeleIn
    Benjamin Farkas from TeleIn Posts: 2
    edited September 2021 #3
    Amit Sarda said:

    You should play with the Required and Important settings of fields.

    Thanks Amit,

    Yes, I'm aware of those settings - it's more about not 'clogging up' that side of the screen, with 'irrelevant' custom fields when working in different pipelines. 

    And required fields also apply across all pipelines, where so we can't always activate that - because for example an service RMA number is not 'required' for a sales pipeline etc.

    hope this clears that up. 

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