Custom fields for projects are live!* 🚀

Options
Mike van der Valk
Mike van der Valk Pipedrive Team Posts: 3,077 PIPEDRIVE TEAM
First Anniversary 5 Likes 5 LOLs First Answer
edited July 2023 in Sales CRM #1

*Only text and long text types of fields are available right now. The other types will follow in the coming period.

Let me know if you have any questions / comments and have fun!

Tagged:

Comments

  • Hossein Mohsenian_8278
    Hossein Mohsenian_8278 Member Posts: 78
    5 Up Votes Name Dropper First Comment Photogenic
    edited May 2022 #2
    Options

    Thanks much to you and your team for being so committed to this Pipedrive Project module. Please help to have 'boolean' included as sometimes is just Yes or No answer.

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,077 PIPEDRIVE TEAM
    First Anniversary 5 Likes 5 LOLs First Answer
    edited May 2022 #3
    Options
    Hossein Mohsenian said:

    Thanks much to you and your team for being so committed to this Pipedrive Project module. Please help to have 'boolean' included as sometimes is just Yes or No answer.

    Thanks for the kind words, and single option fields are on their way @Hossein Mohsenian :) with that you can create a yes/no option field.

  • Chris McKechie
    Chris McKechie Member Posts: 2
    edited May 2022 #4
    Options

    Hi Mike, In the list view it would be very handy to be able to view nominated or selectable custom feilds, same as in deal list view.

    Regards

    Chris

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,077 PIPEDRIVE TEAM
    First Anniversary 5 Likes 5 LOLs First Answer
    edited May 2022 #5
    Options
    Chris McKechie said:

    Hi Mike, In the list view it would be very handy to be able to view nominated or selectable custom feilds, same as in deal list view.

    Regards

    Chris

    Thanks @Chris McKechie :) it's in the plans!

  • Andrew Wong
    Andrew Wong Member Posts: 3
    First Anniversary Name Dropper First Comment
    #6
    Options

    Hi Mike is there plans that they can copy the data from the deal custom fields so we dont have to rekey the data?

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,077 PIPEDRIVE TEAM
    First Anniversary 5 Likes 5 LOLs First Answer
    #7
    Options

    Hi @Andrew Wong

    Currently this is not in the plans but I heard some more requests about it. I've noted it down and we can take it into consideration on the next planning.

    However, we did do some work to show you a "deal block" on the projects detail view. There on the left side you can customize which deal fields you'd like to have visible on the project. If you then click the deal title all other deal info is quickly visible inside your project. Hope this helps as well!

Categories