Unique data in Custom fields
Kiera Gann Posts: 1
edited July 2022 in Ideas and Product Feedback #1
Is there a solution for requiring a custom field data to be unique within PipeDrive?
Example: Field= Quote #, I should only have one quote number per deal. How can entry of a new deal get flagged or not processed is someone is typing in a quote # already that PipeDrive field.
Boris Tsibelman Posts: 998edited September 2021 #2
at the moment you cannot have a required unique custom field.0
Hossein Mohsenian_8278 Posts: 83edited October 2021 #3
In fact this is our request as well and this is not in yet!0
ThiSilvano Posts: 1
I think that this must be implemented.0
Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,249
You can implement a fail-safe mechanism using Make/Integromat.
Something along the following lines: When a Quote is entered, if there is another deal with the same quote, shoot an email.0