Custom Fields

Identifying current customers for newsletter?
How do you identify people in your database who are customers? For example, this would be to send email messages using Campaigns to only current customers. Do you use a custom field? Is there some built-in way to do this in Pipedrive?
I'd like to have the ability to link to a dropbox (etc) folder from the organisation view
Hiya, it would be super helpful to be able to add a link to a folder from a custom field in the organisation view. A number of my clients have many many files that are gathered over years so uploading them to their file in pipedrive isn't really practical as it would take too long to scroll down to a particular one via the…
Disabled fields
Hi, We would love to use disabled fields. Why ? So we can share info with Sales from our frontoffice and not letting them change it. For example : weither a User is activated or not (helps to suggest them the next action). This is a data coming only from the website once the User is activated, it doesn't make sense for the…
How to delete an activity
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…
Carry fields from Deals to Projects
When we convert a deal into a project, much of the data carries over, but not all. We would like to carry the 'Value' field over, so in addition to seeing see how much potential revenue is in the deal pipeline, we can also see how much revenue is in the project pipeline. Additionally, we created a Cost Basis custom filed…
How to restaure datas in customers fields
Hi everybody, I accidentally deleted a characterization field of the organizations. Do you know how to recover the data? This represents thousands of entries... Thanks by advance
Create a Calculated Custom Field (i.e Commission custom field)
It would be very beneficial to have a calculated custom field. For example, it would be nice to automate the calculation of commissions. Here are the custom field calculations that I have in mind: [Commission Type] * [Deal Amount] * (Depending on the Commission Type selected, it calculates different percentages)
How create a unique field
Hello. How do I create a unique field in the registration of new companies? For example. register a company with a CNPJ, however when entering a new lead from that same company it should not be possible to create a new company with the same CNPJ number. You should block the registration eg. Can anyone help me?
Drop down menu query
Hello Pipedrive community, Is there any way to add a drop down to a custom field when creating a new deal. This would be implemented on our Project description field. We would like the drop down like the other fields as shown above /\
Question about display organisation adress
Hi, I'm looking for a solution to display the adress of an organisation (not the organisation linked to the deal) but a custom organisation field in a confirmation e-mail. So, in the screenshot below: I would like to display the adress of 'Camping Ganspoort' in a e-mail template I can access this adress in third party…
Auto emailing template email for person in custom field in Person, Deal or Organization?
Hi! I have searched the forums for an answer to this problem but nothing specific answered my question. I am a real estate investor, 1 man shop, and use a Real Estate agent to sell my renovated properties. I have my system set up like this: Person is the individual calling me about selling the property, Deal is where I…
ZIP CODES IN ORGANIZATION DETAIL
It is ABSURD to me that Pipedrive hasn't AT LEAST allowed for the separate zip field to show up in the sidebar of the detail view of an organization. The field is available in the organization list but they can't add it as another field option in the sidebar? That's ridiculous. This is the MINIMUM viable solution Pipedrive…
Unterschiedliche Details in unterschiedlichen Pipelines
Hallo zusammen, gibt eine Möglichkeit unterschiedliche Details/Datenfelder für unterschiedliche Pipelines festzulegen? Wir nutze Pipedrive für min. drei unterschiedliche Dienstleistungen und würden gern nur jene Datenfelder als Details angezeigt bekommen, welche wirklich für die jeweilige Pipeline relevant sind. Bei 100…
Removing time (Hours/Minutes) value from Created Date
I would like to have the values presented in the Deal Created section to only show Day-Month-Year and not have the minutes & hours shown. That is of zero value to me when running a report and, when exporting to Excel, it makes it more difficult to sort by that value. The Last Activity and Last Stage Change represent the…
Post about zip codes every day until problem is solved
Need zip codes still... Zip Code
Personalize individual mails in Group Mailings
When we send group mails with dynamic fields, it frequently happens that a couple of mails cannot be send or turn out wrong, because the field was not set or set incorrectly (in the particular mail's context). It would be really helpful to be able to fix such mails manually before sending out. Workflow would be: * Select…
Adding Parent/Related Organizations with Bulk Edit
Hi everyone, I want to add the same "Parent Organization" to ~100 organizations, but when I select them in the list view there isn't a "Related Organization" field in the bulk edit tab. Data import doesn't seem to work either. Any tips?
Planned: more features in Leads Inbox 📥
As we continue to fine-tune and expand Leads Inbox's capacities (see this post), there are still things up our sleeve that we want to bring you over the course of the following months, such as... * Custom fields * Selectable columns * Bulk actions * Exporting Leads * Email integration * Calling integration * Leads in the…
Workflow / Dates / Notes
Hey there, we have a custom field that uses the date range that we use to see how long a customers subscription is valid for. We also have a workflow that automatically creates a new deal and a note in that deal that is supposed to tell us the end date of that last subscription. Somehow this doesn't work and instead of…
I would like to be able to register a person in more than one company. Example: John Doe may work at
Alsooooo, be able to register more than one "owner" of a particular "Deal" (i can assign a deal to two or more staff members)
DEPENDING FIELDS
Hi folks, any tip to manage "depending" fields? I left some examples which can show what I need, I hope someone can get with the solution, which I couldn't find in the marketplace. in example: field1 (pick list one option) = COUNTRY (list of countries) and field2 (pick list one option) =CITY(list of cities), if I select a…
Any suggestions on what apps can we use to auto populate company/people fields in Pipedrive?
We have 60000+ contacts in it gets hard to have everything updated
Web Form custom fields values translatable
Hello! Can we have custom field values in multiple languages that we could use in a form that exists in two languages? Example: a custom field name "Activity area" would have a list of possible values and each value would have an English and French translation used in a form available in both languages. So we could have…
CUSTOM FIELD PERMISSIONS
Hi there, Is there a way to customize permission set for a specific custom field? For instance, so as to use the deal screen as a process tool having a field where an administrator can acknowledge receipt from a sales rep of certain paperwork, or for instance 'payment received I need to be able to have my administrators…
Required field at a deal stage but does not show in "add deal" page.
Hey PD Community, The more I learn about this CRM the more I fall deeply in love with Pipedrive. Bravo overall and I'm forever a fan! There is most likely a hand-to-face emoji during this but for now, I'm at a loss. Thank you all for your help ahead of time. We have changed many of our "deal fields" from "required" in a…
파이프드라이브 가이드: 파이프드라이브의 데이터 구조 이해하기 / 커스텀 데이터 필드 세팅 팁
파이프드라이브의 데이터 구조를 이해하면, 파이프드라이브에서 데이터를 세팅하실 때 좀더 정확하게 데이터 필드를 구성하고 데이터를 수집하실 수 있습니다. 이 포스팅에서는 파이프드라이브의 데이터 구조와, 각각의 데이터들이 어떻게 파이프드라이브 CRM 안에서 연결되는지를 알아보겠습니다. 1. 연락처 데이터 * '연락처' 데이터에는 '고객(=거래처 담당자)' 와 '조직(=거래처)' 가 있습니다. * '고객' 데이터는 담당자 개인에 대한 정보가 축적되는 곳입니다. * '조직' 데이터는 '고객사'에 대한 정보가 축적되는 곳입니다. 2. 리드 / 거래 데이터 * '리드'와 '거래' 는…
Deal Detail Reports showing deals that don't match the filters
I have a filter set up that pulls a list of all deals that entered a particular stage for a particular time period e.g. Date of entering stage > Lead Triage > is > This Quarter. The report pulls deals that have never been in that stage, it was created with a different stage. Does any one know why? Also, does this mean when…
Guys does anyone know why when I embed a link of a dashboard in Notion it is in ukrainian?
Subscription and one time charge in revenue report
Hi. We have a SaaS product and using pipedrive for sales and CS. I use Subscription to get MRR which is viewable in Insights report. This works great. However, we also have one time fees such as onboarding and workshops. If I put these in "additional payment" under Subscription pop-up, that amount is not shown in revenue…

Custom Fields

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