Custom Fields

Using data fields to capture marketing activities
I use pipedrive to capture how prospects interact with our content and webinars. Each time someone downloads a piece of content I've set up a zapier automation that creatives a new value in a person multiple options field. However, I'm now experiencing problems as some fields have many values in them and I'm not able to…
Address Field NEEDS Zip Code!
I've been using PIpedrive for 10+ years, and the address validation that occurs during entry is great -- except it doesn't display the zipcode unless you start to type it. The funny thing is the Zip Code is decoded and stored the the deals table custom field, available via the API. I need it to display in the field for…
Average for numerical Custom Fields
I am trying to make a report on the average for a numerical custom field so I can look at the average of that field over a specific time period. This should be an easy feature to add and im shocked Pipedrive can't do this, and surprised this hasn't been requested by other users.
New: Field descriptions + field stats 📝
Hey Pipedrivers 👋 This February, we’re releasing a few updates to custom fields, making them easier both for Admin users to manage and regular users to fill out: Field descriptions – Advanced plan and above Available on the Advanced plan and beyond. Admin users can now set a description on the Lead/Deal type fields to let…
Reports: "Contains" or "Does not contain" for a multiple options custom field
Hi, Would it be possible to add an option to the drop-down menu in a report for a multiple options custom data field so that we can select "Contains" or "Does not contain" like we have in filters? The options "is any of" or "is not any of" which are available now for reports does not allow the same functionality, since…
Merging deals based on custom fields
Hi, is there a possibility to create an automation to merge two deals based on data in custom field? Deal 1 is named: Best Company with custom field "VAT ID" = 123456789 Deal 2 is named: The Best Company with custom field "VAT ID" = 123456789 How do I merge them? The trigger is creating new deal and then check if the value…
Automatic counter in deal custom fields
Hello community! I would like to post a message asking for help. Despite my research, I haven't been able to find a solution. I am looking for a generated digital automatic counter for business on the model (year + digital counter) example Case X: 240001 Case XD: 240002 XRDX case: 240003 …. I can't seem to find any…
number formatting
When a custom number field is utilized one should be able to format it to show thousand designator comma currently 111909 looks like this needs to look like this 111,909
Percentage % custom field
Be able to creat a custom field as percentage and not only value as today.
Cannot Delete Custom Fields
Hello, I created a few custom fields for deals. I later decided i no longer need some of them. I have deleted them, and they no longer appear on the custom fields settings. However, the fields and their data are still appearing on my insights reports. Before deleting them, they were appearing as duplicates in my reports,…
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).
Customize Product Fields in a Deal
Hi All, Just wanted to put a quick note in to let you know that it would be amazing to be able to customize the product fields displayed when adding existing product to a deal. My company's products have enough variables that's it's hard to differentiate between products with the available fields (item, price, quantity,…
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…
Why is there no URL/website field type?
Why is there no URL/website field type? And why is there no default website field for organizations? Am I missing something?
Change Fields without loosing the Data
Hi, we have to change some of our fields and im worried about loosing the data and would like to avoid going through all Deals to copy/Paste the data. Is there a way to automatically transfer Data from one Field to an new one? Thanks and best regards Lars
Is there any way to make it mandatory to provide a reason when a deal moves in the pipeline?
Basically what the title says. I needed to make a way that when I move a deal into another step of the pipeline I have to provide a reason to why it happened. Can pipedrive do that?
Unable to display first name and last name fields
Previously, I imported contacts from third-party applications, and all contacts had First Name and Last Name fields. Now, I am trying to manually add a new contact and encountering the following issues: The First Name and Last Name fields cannot be displayed and filled in the contact card form. The Name field cannot be…
Why no boolean (yes/no or single checkbox) custom field type?
I'm working on integrating with a marketing automation system. In the marketing automation platforrm, there's a boolean field called "Marketing Suspended" which, when true/yes/checked, means that the person stops getting all marketing. I wanted to put a custom field on the person record in Pipedrive, but my only option is…
Custom fields enhancement
Hello, Would it be possible to have a custom field format "%" ? Would it be possible to have a custom field feature to calculate data by using other custom or not custom fields ? Thank you
Add Custom Fields to Goal Report
Seems pretty crazy that PD offers custom fields yet we can't generate Goals from this data
Does anyone use MEDDIC in Pipedrive?
How was this sales methodology integrated into Pipedrive? Do you create 6 custom fields and the team fills in each one?
MEDDIC in Pipedrive
Hi Folks, Has anyone integrated MEDDIC scoring into the 'Deals' view in Pipedrive? It looks like there are some limitations that prevent you from linking a value to a text option to produce a score. While you can create customer fields with dropdowns, there doesn't appear to be any way to tally the collective scores to…
Contacts eMail filed contains multiple values (work, home, others) that can't be filtered, used on w
When one contact has more than one mail we face multiple issues: * The options Work, Home and Other are not enaugh.* For example, it does not allow to check one email address as "old" for one contact, and if we delete the email address because it's not longer valid, we lose the mail thread with that contact. People change…
Custom Fields (Org & Person) In Zapier
How do I get Custom Field information for Organizations and People out of Pipedrive and into Zapier. The Pipedrive-Zapier integration does not look to these Custom Fields. So I need to use the API. But it is not clear how to do this. Does someone have experience with this that could help me out?
Custom Fields - Complex IF formulas
I am looking to move our sales CRM to Pipedrive. Our deals are usually home loans, and we require a custom field to calculate loan repayments over a period of time. The repayments are also dependant on loan repayment frequency (weekly, fortnightly, half-monthly & monthly). Is there a way to set up a custom IF formula to…
Custom fields for Projects - MISSING FEATURE
Hi, in the section „Where shown“, could you add similar options like for Deals? Especially the option to choose which Project Board it should be applied to? Having several project boards, each requiring multiple custom fields, makes it a bit messy when fields from all boards are shown in one project. Additonally, adding…
Conditional formatting for custom fields
Show/hide fields based on the value/content in another field. This would avoid having to unnecessarily show blank fields on deals/organisations. Is this in your current development roadmap?
Formula fields for Products
Formula fields are necessary for products for calculating Margin for example
Required fields are not required
Hello, I made in Contact "required field", but it doesn't work. When I'm trying to make a new Lead, where I need to fill as well information about the Person/Contact, so it lets me go without writing down the "required fields". Thank you for your answer.
Pipedrive for insurance Agents - looking for solutions to calculate a commission
Hi, We have just started testing out Pipedrive to see if it will meet our requirements, but I'm already seeing some limitations and looking for a solution / workaround (that wouldn't require using Zapier). So let say we want to sell a car insurance, which consists of 3 parts: 1. Damages to your car 2. Damages to other…

Custom Fields

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