So how many of you would like to have the ability to change what data shows up on the deal cards? Wh

Tom Lyons
Tom Lyons Posts: 1
So how many of you would like to have the ability to change what data shows up on the deal cards? While the title is certainly important, for us, the organization is irrelevant while the city or address would be much more helpful. Id also like to see job profit, not total value.
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Comments

  • Martin Eckardt
    Martin Eckardt Posts: 42
    edited May 2020 #2
    I asked for this a while ago and we would really appreciate it. It is also very easy to implement. We would just need an additional option in the custom field section saying "show on deal card" and we can bring the relevant information to the pipeline view
  • Martin Boonzaayer
    Martin Boonzaayer Posts: 62
    edited June 2020 #3
    I would like a variation on this - to be able to customize which fields are displayed on the deal record and in what sequence - depending on pipeline. Right now all pipelines have the same data displayed.
  • Nate Ver Burg
    Nate Ver Burg Posts: 1
    edited May 9 #4

    Our organization would prefer to have the following format for all deal cards:

    ---------------------------------------------

    ABC Company
    Jane Doe

    ---------------------------------------------

    (No deal name displayed... just Company and Contact Name)

    We're considering leaving Pipedrive altogether due to this single issue that we cannot customize the the info displayed on the deal cards.

  • Nick_15970
    Nick_15970 Posts: 2
    edited October 2020 #5
    You can show deal labels / color code deals in the pipeline summary view with a browser extension called PixieBrix. It's in Beta but email [email protected] for access.
  • Steven Brooks
    Steven Brooks Posts: 1
    edited July 7 #6

    I would like to be able to add % complete and status on the card view so that I can use the deals to track as projects once won