How do I make the "System fields" available to be edited when creating a deal or a contact?

Galit Rosenblatt
Galit Rosenblatt Member Posts: 1 VERIFIED MEMBER
edited July 2022 in Sales CRM #1

How do I make the "System fields" available to be edited when creating a deal or a contact?

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  • Boris Tsibelman
    Boris Tsibelman Member Posts: 828 VERIFIED MEMBER
    1000 Comments Third Anniversary 5 Likes First Answer
    edited February 2022 #2

    What fields are you referring to specifically? 

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,063 PIPEDRIVE TEAM
    2500 Comments Fourth Anniversary 100 Likes 5 Answers
    edited April 2022 #3

    I too like Boris am a little confused. @Galit Rosenblatt can you please send a screenshot over to clarify?

  • Pietro Albrizio
    Pietro Albrizio Member Posts: 5 VERIFIED MEMBER
    edited November 2020 #4

    Hi There,

    I have the same struggle.

    I am seeking a way to make visible in view Deal the System field ID NUMBER.

    Any tips?

    Pietro

  • Upshot Admin
    Upshot Admin Member Posts: 1 VERIFIED MEMBER
    edited January 2021 #5
    Boris Tsibelman said:

    What fields are you referring to specifically? 

    the system fields.
    Settings > Data Fields > System Fields. 
    Currently you can only copy the API keys and not "make viewable" like other custom and default fields. 
    (personally looking to view Products on my deals and create and automated email that includes the products & quantities)

  • Mark Tredway
    Mark Tredway Member Posts: 1 VERIFIED MEMBER
    edited January 2022 #6
    Boris Tsibelman said:

    What fields are you referring to specifically? 

    Hi Upshot Admin, can you explain this a bit more. How do we make system fields not visible?

    EG - the stage field for deals is very limited in Pipedrive, so we will create our own, but I want to hide the system version so that users don't complete it when creating deals.

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