Asking for advice - Is there a way of storing more customer information without overpopulating the s

Matt Booth
Matt Booth Posts: 2
edited May 30 in Sales CRM #1

Looking for a way of storing more customer information as we require too many fields for the side panel (70 inputs), is anybody using a third party plugin or know a way of only showing sections in the side panel when at a relevant stage?

Comments

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited February 25 #2

    You can use the Required field settings to craft a solution that works for you.

  • Matt Booth
    Matt Booth Posts: 2
    edited December 2021 #3

    You can use the Required field settings to craft a solution that works for you.

    Thank you, would this still appear in the side panel as having over 70 fields in this section we feel will still add too much data. Ideally, we were looking for a place to additionally store either through plug in or another part of Pipedrive. 

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited December 2021 #4

    You can use the Required field settings to craft a solution that works for you.

    These fields will uncollapse themselves only when the deal reaches a certain stage.