Custom Fields

How to split deal credit?
Our salespeople often collaborate on deals. We'd like to track this in Pipedrive, so that they are properly credited with the deals they've won or been a part of. I've seen a few suggestions here, such as: create custom field with tags create custom field with Pipedrive user field-type (not sure how the reporting would…
new Field type - look up / Query
Can I request a new feild type? Ie feild / entitie look up with a level of filtering. We also use a Saas Application called Flow production tracking (see below) and it has lots of very powerful field types that let users customise th eapplication to their needs… please some of this :)
Managing multiple locations to one organisation
Is there a way to assign multiple locations to an organization? In this specific case, our contact person addresses are to be output via a filter for a Christmas mailing, for example. So far so good & simple. However, different contact persons of some companies are located at different locations. Does anyone have an idea…
Leads need to be Bulk Editable!
Simply put— we need to be able to bulk edit Leads and make changes to Lead/Deal fields!
Birthday field / reminder for Contacts
It would be great if we could have a field for birthday month/day without year or a calendar drop down so we can add our contact's birthday's and run filters for upcoming ones.
Adding Custom Pipedrive fields into emails
(I believe this is not currently possible so can this be a feature request?) I would like to include all of my Custom fields in an email, as merge tags, not just the basic First name, Organisation etc. The reason is that we want to email our database with their specific order/project details, dynamically filled in the…
Job Title
Job Title is an important field for us. I was able to add it as a custom field but there are numerous places where we need to see it including leads inbox, "people tab" of contacts, "people panel" of an organization, "participants panel" of a deal. Can we get the job title to appear in the participants panel of a deal and…
Allow multi-select in custom person/org field
Right now, you can add a customer field that allows you to reference a person or an org. But it is only single select. There are many scenarios where we'd like to multi-select one of these. For instance, we could have more than one Competitor (a list of which we maintain as Orgs) for a given customer. You can do a…
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
Showing customer number fields with commas
Is there a way to show a numerical custom field with commas? I often enter large numbers and they are hard to read without a comma. Thanks!
Address input on Deals
Newbie question. Where can I save the physical address location for existing deals?
Templates for notes
Often our team is having the same intro calls with multiple leads. We always want to gather the same data points and guide the conversation in the same way. Data fields are more difficult to update live and the format can be limiting. It would be ideal to have templates (like the Sales inbox) for notes so that the team…
Zapier -Pipedrive - Mapping Phone Types (Home,Work,Mobile) Can it be done?
I have a separate column with the phone type, but I do not see a way to use that value to change the phone type. Will pipedrive know what it means if I just try to shove it in the phone number with a comma? or just map them both in the same field?
How do we integrate our external API into Pipedrive
We have an external API that currently allows our users to submit a phone number and the API will return phone information, including line type, carrier name, and location. The API is a paid service and requires an account for each user. We would like to add it to the marketplace and add the phone validation option to the…
Phone Call Type Defaults to (Work) in Person. How do I change that?
I have these coming in from a Zapier Zap.. The Phone field cannot be edited and it defaults to (work) I would like to map my call types to show up here. How do I do this? I would like to map the type for a few other fields as well. Here is an example
Ability to hide fields from details view
There are some fields we use to work out attribution. For instance, name of the campaign referring a customer, name of the source, etc. These details don't matter much to the sales team, but without the option to hide them from the Details view, it is one more annoying thing to look at (think really long numbers when you…
Job title in organisation view
On an organisation page, under 'people' on the left hand side, could I suggest the feature of displaying a contacts Job Title next to their name so that you do not have to click on 'view all' each time? For us this is something that we really require. Thanks
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…
Organization with Multiple Websites/URLs
Organizations often have multiple domains and email addresses and the Organization object should be able to track them all (not with custom fields, but in the website field). HubSpot supports this with one main URL and affiliated ones.
Company level custom fields
It would be great to be able to create company wide custom fields -i.e., for telephone numbers, links used often, addresses, etc. Please note that I'm not referring to organizations. But to the company/business that owns the Pipedrive account. Currently, I have to create a custom field for the deal, or contact, to hold…
Ajouter la condition "contient" pour le filtre des champs dates
Ajouter la condition "contient" pour le filtre des champs dates
Projects: Different Custom fields for each project board
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…
formulas on formulas
my company has to calculate the quote with more than 1 formula. Now is it not possible to calculate with a number that was already calculated earlier. This means no formula can be done on a number what comes out of a formula. This is easy stuff what Excel does have. Can you create this?
Field groups in Products
This discussion was created from comments split from: New: Grouping of Fields 🗂️ .
Feature request: Selection of multiple persons/orgs in one field
In the current setup, there is room for one person and one organization as the "default" connection on a project. In a similar vein, there is only the option (in any field) to link ONE person or organization per field. I'd like to see a feature that allows us to select multiple people or organizations under one field. This…
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…
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…

Custom Fields

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