Custom Fields

Oder of the fields
Hi, I created a field "genre" for the contact person. I need it to know if the person is a "Mr" or "Ms". But I can't order it in the right way with the other fields because they are not customized like "Name". So I have the following order : Name Genre First name Which is not the right order, it makes sense : Genre Name…
Customized Client or Lead History field- for filtering
What is the best way in your opinion to keep track of a person's activity: signups for webinars, events, courses and so forth? The idea is to be able to perform a filter of people: who did what, who attended which event r paid for what course, and use that info for future marketing? I was thinking about trying to create a…
Add custom Organization field to Deal Title (using workflow automation)
Hi all, For my startup doing work for healthcare organizations, we have numerous deals per organization. It's therefore super important to have an overview in the Pipeline of what department the deal is about, not just the organization. I have managed to add the organization department to each Deal Title through wf…
option_id for multiple option custom field
hi! i have a customized field with multiple options. the field is updated automatically with an Integromat automation based on an external mailing system(landing page). I want to make sure the automation does not erase past data in this field, and instead- updates it. I need the option_id of the various options in the…
Is there a way to leverage custom fields in insights/reports?
Hey y'all, My VP of Growth is trying to get the custom fields he made into a report but it doesn't seem to be possible. Any idea of it's a missing feature (if so, when is it coming?) or something we're missing? Thanks in advance!
Dynamically calculated due dates for activities
Hi PD community, I'm looking for an advanced way to define due dates. Currently we have either static due dates (e.g. 7 days after creation) or dynamic due dates based on the exact value inside a deal custom field. We have a couple of use cases where we want to define the due date based on the date inside a custom deal…
Main Contact column on Organizations Page
Hello. I have more than 1000 organizations on my list and i want to select and see Main Contact on organization list. Who is help us there, i want to select the one person for each organization next of organization name in Organizations page. Alternatively , if we can get columns from People column , i can get the main…
Would you find it helpful to be able to share custom fields between the leads and deals? Eg. Show de
Would you find it helpful to be able to share custom fields between the leads and deals? Eg. Show deal custom fields in leads if available.
Leads Inbox gets Custom Fields in all plans 🛠️ ✅
The most asked-for addition to Leads is here: Custom Fields! It's live for all Pipedrive plans starting today (September 21st, 2020). 🤔 How does it work? * Create custom fields for Leads in Settings > Company > Data Fields > Lead/Deal * Add, change or delete the values in the fields * Editable types of custom fields (for…
Run query / filter on recorded calls
Can I ran a query with a filter on recorded calls. For example # recorded calls/ month (or month to date)
Need to be able to change columns in Leads Inbox.
I understand you're working on this since the Leads Inbox is still Beta. However I'd appreciate if you can speed this up as I can see this has not been resolved in at least six months from looking into previous posts by other users. Thanks,
אוטומציות בין סמוב לפייפדרייב
Hi friends! I want to create automations for creating and / or updating contacts between Pipedrive and Smoove. I want either one to pull data from the other, and update fields or create new contact, if none exists. My contacts have custom fields. The main one which I am getting a headache from is the events history. I want…
Make hovercards customisable & clickable
(the ones shown here: Deal, Org, Person hovercards) https://support.pipedrive.com/hc/en-us/articles/360000106249-Detail-View#C1 For instance it'd really help me if I could have a person's Job Title in their hovercards. It'd be nice too if clicking their email address took you straight to the email editor.
Can't locate Required fields or make some fields important
I can't seem to find "Required" Fields and certein fields like Name I can't edit. Only Copy API.
Is this workflow possible?
Two separate deal details fields: A & B A is single option and B is multiple option Only one of the fields can have a value selected for each deal. Is it possible to erase the value of A if B has a value and is it possible to erase the value of B if A has a value set? Or rather set the value to 'none'? Of the other field.…
Set up question for a Business Broker
Hi everyone, I'm a business broker and my deals represent companies that I'm helping to sell. I associate my client (the seller) with each deal, but I'm struggling with associating and tracking each buyer with a deal. Buyers are often associated with multiple deals and will have a different status with each deal (i.e. "NDA…
Best way to track our success against our sales competition?
I am curious about the best way to track our success against our competition. My team regularly competes against 2-3 usual suspects. I understand I can do this through custom fields, but I would need to jump into the professional plan. Is this the only way? Should I consider the label feature? I would also like to consider…
Can't Use Autocomplete Custom Field Type to Segment
I am trying to create a performance report for our dashboard using a custom segment, but apparently this field was created as an Autocomplete type. Not sure what that is (I didn't set this up), but it seems that you cannot segment by a custom field of this type. https://www.screencast.com/t/r1PQV5yUe Before I change the…
Address field in New Deal screen keeps randomly disappearing
The screenshots attached were taken moments apart. On one, the address field is showing, and on the next, it isn't. This has been going on for some time. Any ideas why please? Is this a known bug?
Labellcall (app which identify your customers)
Hey everyone Me and my friends created Labelcall app to identify a caller person that is connected with Pipedrive database. In simple words when someone calls you mobile app (Android only) shows you information stored in your Pipedrive I would like to ask you what information would be crucial for you as active users I will…
Creating a report of deals that lack certain information
Hey, I tried my best but failed so far. I'd like to create a report (a list view) of all the deals that lack certain information like Lead Source (custom single option select field). My need is to: - Be able to create a list of deals that are missing f.e. Lead Source information so I can give it to my Sales Reps so they…
Data Field Placement Dilemma
I'd love a vote. I am going back and forth on where I should add "Lead Gen Source" with a list of multiple options. I originally had it with the person as a data field, but there are multiple people sometimes tied to a deal. I then changed it and made it a "lead" field and as leads are added to leads inbox it is a required…
email lists label
If you are adding a custom field to your people records to define which email lists they will be a part of you can get a little fancy by adding a trademark label to the field description. On a mac press option and the number 2 for ™.
Asiakaslistojen tuonti
Kuka osaisi auttaa asiakaslistojen tuonnissa? Ongelmana on vanhan crm ohjelmassa olleet muistiinpanot. Niitä emme saa tuotua mitenkään järkevästi pipedriveen
List Making - Best Practices
Maybe I'm overthinking this one but, this is why I love the community. I wanted to get everyones thoughts on some list making. One of my organizations sells into many different verticals (Public Safety, Sports, Airports etc). So we've created a custom drop down for this which works great but, we're looking to get a little…
Reordering Data Fields in Leads/Deals.
Is there a way to reorder the sections in leads/deals section of PipeDrive? For example, we have a lot of custom fields which is needed for other teams, but not a good snapshot for the sales team. I'm trying to reorder the fields so the default person fields are at the top rather than the custom fields. Is this doable? I…
Adding Custom Data Fields to Dashboards?
Is there a way to add custom data fields from a deal into reports/insights/dashboards? We have a custom field we added and i would like to show the count of deals that have a certain value in that field. Our example > the custom data field is the name of the project manager that will be implementing the deal once it…
Adding Sub-Categories to the Detail Section of a Deal Page
Would like to suggest to add a feature in which you can add sub-categories or visible dividers to the detail section (high lighted in yellow) on the deals page. For us specifically we would like to divide the detail section by individual departments to help organize all our fields & for ppl to be able to find the data they…

Custom Fields

Discussion List