Unique data in Custom fields
Kiera Gann
Member Posts: 1 VERIFIED MEMBER
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.
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Comments
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Hi Kiera,
at the moment you cannot have a required unique custom field.
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Hi Kiera,
In fact this is our request as well and this is not in yet!
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I think that this must be implemented.
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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.
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