Custom Fields

mass editing labels or custom fields with multiple options
If you create a custom field called tags, and add options - you have a pretty decent tagging system. More or less the same as the "Labels" option which has the possibility to add multiple labels per contact (as of last year). The problem with both approaches is that you can not do any mass edits. If you do a find and want…
Allow conditional operations(e.g. IF) in the formula section of calculated fields
Currently Pipedrive calculated field returns an error if one of the components of the custom field involved in formula is blank. There are use cases where I want the custom field value to be treated as 0 in case it's blank & have to bulk edit value to 0 for such cases. Or a functionality where I can set the default value…
Edit Phone and Email Types
It would be great if we could add to and then select different options beyond Home, Work, and Other for the type of Phone Number and Email. Why? Because when a person leaves a company, we want to mark their email as not used any more. We don't want to remove the email address, as this would remove all Email Sync emails…
Show/Hide Custom Fields Based On Permission Sets
Hey everyone, I'd like to be able to show/hide certain custom fields based on the permission sets that are assigned to the user. For example, I have a "Net Profit" custom field that shows the net profit of each deal. I'd like to be able to hide fields that are sensitive like that and only show it to admins, or certain…
Add Abbreviated State Option in Address Fields
We pass address information to several partners and all of them use abbreviated state fields. Example: FL instead of FL, GA instead of Georgia. Could we please add the state abbreviation to the address fields? This is available as "short name" with Google Maps, it should be an extremely easy fix to add to the results.…
Adding a "Copy" button for data fields
Pipedrive should add a "copy" button beside the contact/organization fields, so that users could easily copy the content without having to click on the "Edit" icon and then copy the content.
Book an online meeting on website with filtering, qualification and sync with Pipedrive
At the moment I have a Calendly widget on my website for booking an online video meeting that allows me to ask the lead some initial questions for filtering and routing, and then if the lead is qualified, ask some more questions that are necessary for the initial discussion with a lead during this meeting. The widget is…
Can I consolidate custom fields?
We are currently using Pipedrive alongside third-party lead scoring software. Recently, we transitioned to a new lead scoring tool, which has resulted in multiple lead score fields in our system. Specifically, we now have: The Pipedrive Lead Score field (I don't know if this was created previously, or if it is a native…
Make single option field display consistent
We have some custom singleoption fields that are being displayed in two totally different ways. One is being shown horizontally, and the other is a drop-down menu. This makes no sense to me. Please change this to always display as a dropdown menu, or else make it a toggle option to display it horizontally.
A Template should not print EMPTY BRACKETS
Hi everyone, I'm working with creating Documents from Templates. My issue is that when a Custom Field in the Template is not actually filled out in the Organisation (e.g. [Organisation Phone]) it actually prints "[Organisation Phone]" in the created document that I have to export to .pdf! Can someone fix this so it prints…
Custom fields on Activities
It would be super useful if custom fields could be created at an activity level. We use activities to prompt our sales people to make calls to prospects. Being able to create a custom field against the activity to track the downstream outcome would be a huge help
How use product custom field in insight ?
I wouldlike use some product custom field in insigh but i have just some original field. How I can use product custom field ???
Include custom field (a URL) as a hyperlink in an email template
Hi, I want to be able to insert field into a hyperlink of an email. It doesn't seem I can use the dropdown, can I use shortcodes? e.g see attached - I want to pull out the Email address in a hyperlink. I would expect the shortcode to look something like this: [email] or {email} and it would include the persons email. Is…
Custom fields
I have created custom fields and they keep getting deleted
The shortcut of / is messing up the ability to type Dates fields
Can the shortcut of "/" for search be changed, its messing up our ability to type dates into fields as each type we type a slash / it jumps to search and moves away from the date. Making it hard to enter dates via keyboard.
different languages for custom fields
Many international companies have employees who do speak very different languages. In some cases they can not commit to 1 language (like english). It is great that Pipedrive supports 17 different languages, but you should be able to name the custom fields as well according to the language settings of a user.
Make 'Required' field functionality as flexible on Person and Organisation records as it is on Deals
Within the Deal custom fields, you have the option to make specific fields 'Required' at certain stages of a pipeline. We use this today and it's extremely helpful for us ensuring that we have the right information to be able to process an order at a certain time. 'Required' exists as a Quality Rule for Person and…
Show Averages in Insights
Hi, I would like to be able to show the average for some of my custom fields rather than a running total in the insights section. This helps me identify the average fees per instruction my team are bringing in, to be able to assess whether overall our pricing needs to be increased or not.
Custom goals using custom fields
I think it would be great to create goals based on custom fields we have created. A critical and fundamental example to my business is commission. I set my monthly and yearly targets based on commission, and I can't replace it with deal value as I also need the deal value to be present and is essential. I work in real…
Sinnvolle Informationen im Vorschaubild beim Hovern über Kontakte auf Organisationsebene
Ich bin auf Organisationsebene und hover über den verknüpften Kontakt. Mir werden dann im Fenster E-Mail-Adresse, Telefonnummer und Organisation angezeigt. E-Mail und Telefonnummer sind nicht verlinkt. Aus meiner Sicht sind das an dieser Stelle alles Informationen die nicht sinnvoll sind. Ich fände es besser, wenn das…
Custom fields when adding products to a deal
I would love to see custom fields for products displayed when adding products to a deal. As far as I know I can only modify price, quantity, taxes and discounts when adding products to a deal... But I am missing a lot of important product information in my deals (for instance, color finishes).
Import data: multiple choice fields
My request for change „ There should be a choice: import with multiple choice fields => add or overwrite“. Actually it is always an overwrite.
How to find the valid option ID's for a custom field on pipedrive?
We have a multiple option custom field on pipedrive and I need the numeric ids to map on zapier. Not sure how to find it.
Let us set the default type of Email and Phone in a person record
When adding a new person record, it shows different types for email and phone: Can we please get a setting that let's us change the default type for these options to Home instead of Work? Or, let us change the options order?
personalize mandatory fields per specific clients
We work with clients of various sizes, and some require a Purchase Order (PO) to finalize their approval for our services. We've added a PO Number custom field, but in order to streamline our processes and ensure compliance with client requirements, we’d like to explore the possibility of setting up this field to be…
Using Formula Results in Other Formulas
I'm a fan of the new formula features, but I've hit a limitation straightaway with it: Our revenue is in the form of commission and from suppliers, and fees charged direct to customers. We also pay away some of that commission to third party consultants. So our total revenue looks like this: 1) Gross commission 2)…
Organisation - Details - Phone
How do I add a phone number to an organisation that is not listed in the drop down?
Need an Option to "Exclude from Changelog"
It would be very helpful if there was a Field setting that allowed us to "exclude from Changelog". The Changelog is an awesome tool. I rely on it A LOT to see the history with a record. But, we do have some data that is sensitive in our CRM. And when a contract ends, some of this data needs to be wiped from our systems. Of…
Leads need to be Bulk Editable!
Simply put— we need to be able to bulk edit Leads and make changes to Lead/Deal fields!
Can I add 'Lost outcome' to 'Lost reasons'
Hi everyone, We're trying to understand why and where we lose enquiries/opportunities to. We have a comprehensive list of lost reasons (eg. price, DM not involved etc.) but would also like to measure what these opportunities do after we lose them. eg. 'lost reason' = 'price', 'Lost outcome' = 'went with a competitor'.…

Custom Fields

Discussion List