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

Matt Booth
Matt Booth Member Posts: 2
edited May 2022 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?

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  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,483
    First Answer 5 Insightfuls 5 Up Votes First Anniversary
    CONSULTANT
    edited February 2022 #2

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

  • Matt Booth
    Matt Booth Member 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 (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,483
    First Answer 5 Insightfuls 5 Up Votes First Anniversary
    CONSULTANT
    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.