Displaying custom data fields on details panel only for specific pipelines
Not sure if this is possible, but is there a way to display specific data fields only on certain pipelines? I see that its possible to check/uncheck "Always visible in person detail view" in the field properties, but these fields still appear when the details panel is expanded on a deal record.
And yes, I see that custom data fields can be marked important on specific pipelines/stages. But is there no way to assign a custom field only to a specific pipeline?
Given the large number of custom data fields that can be added to pipedrive, I assume there is a way to better organize and associate them exclusively to a specific pipeline, but I can't seem to figure it out. And PD support says its not possible.
Just thought I would check with the community to see if there is a way to accomplish what I am asking, or if someone has found a clever workaround.
Thanks!
Comments
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Hi @Mario from RoostUp ! It's not possible, unfortunately. The best hack is as you described to check/uncheck "Always visible in person detail view" in the field properties and then use important on specific pipelines/stage to display fields-that-should-be-completed at specific points in your pipelines.
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Liz Peterson said:
Hi @Mario from RoostUp ! It's not possible, unfortunately. The best hack is as you described to check/uncheck "Always visible in person detail view" in the field properties and then use important on specific pipelines/stage to display fields-that-should-be-completed at specific points in your pipelines.
Got it. Thanks Liz!!
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