Custom Fields

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…
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 not accessible in the mobile view
Hello, I have discovered that custom fields I have created (which are key customer identifiers in our business and search) are not able to be used on the mobile phone view. This means when we are out in the field we can not search for our customer, upload photos or documents easily to their file. It means photos and other…
Bulk Edit Multi Option Field
Is it not possible to bulk add an existing value to a multi value field? Seems odd that wouldn't be possible.
Add to Drop Down Menu?
Hello. I've spent hours on this simple task, very frustrating! Please see image. I am building up a pick list of "lead sources". I simply want my standard users to be able to add new lead sources when entering a lead or deal, not just pick from the ones we have (without going into the admin settings, of course). This is…
How to Use itemSearch for Multiple Options Custom Fields?
I’m trying to use the itemSearch to get all companies with a custom field of the "multiple options" type, but the request is returning no results. How can I search for companies that have a specific option set in a custom field of the "multiple options" type? For example, the custom field name is "category" and it has two…
Single option field UI
Hi, could you fix the UI for single option field when you have three options. I'm using Chrome on Mac.
Images in Pipeline and List view
Could we get the ability to add an image(s) in a field which can show up in the pipeline and list view as well as an option? This image could be a small image as a thumbnail and be linked to an image in the file area of that project.
Formulated fields automatically updating after products changed/deal value changed
Currently Formula values are automatically calculated and updated when Deal fields included in the formula are edited. However, if the formula uses deal value and your deal value is made up of products this does not work.
Searching deals for the value of a *specific* custom_field
I would like to search deals using the API by the value of a *specific* custom field. I know can add 'custom_fields' in the 'field' parameter, but I don't want to find in ANY custom_field, but specifically in one. Any hints?
[Research] Scoring functionality in Pipedrive [Volunteers FOUND]
Hey, dear community, EDIT: We have all the interview slots booked. Thanks everyone who responded to our call! We’re currently researching how we can introduce scoring functionality inside Pipedrive. We’re looking for 4-5 users who we’d like to speak to and understand your needs, use cases and the current pains you’re…
Feature req: Custom data field to Deals and Leads too
One can add data fields for Persons, Organisations and Users but not for Deals nor Leads. It ought to be quite simple to add such a type to show as a similar "Tag-drop down". We sometimes have a subdeal or two. Currently we have a textfield "Related to" that one can add the deal-ID to. A bit 90s UI to fill in into a…
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 organization fields into newly created deals
Hello all, I'd like to add industry and other custom fields into an organization which automatically carry over into a deal, when a new deal is created. Can this be done?
Company Information
After you add a company, where do you add company information? such as a link from their website and about their daily activities
Add custom fields data to notes with automated task
Hi there, I am setting up an automation flow (order form) where colleagues can create a task which will add text to the activity's note. It is important to ensure my collegues add the correct information, therefor I made a custom field mandatory for them to fill in. Now I want to add the information from the custom field…
Dynamic Fields in Hyperlinks
I set up an automation to populate a data field in a deal with a hyperlink. The hyperlink contains the organization name. It seemed to be working smoothly until I created an organization with a name that includes a space, like "Medical Therapeutics". Whenever there is a space in the organization name, Pipedrive will…
Moving custom fields from Organisation to Deal
Hi All! Maybe someone knows if there is a way to move a custom fields with all the information from Organisation to Deal level? I realized I need some info on Deal level for reporting purposes and the custom fields I need are under Organisation. What the quickest way to move all the info already collected? Thank you!
Automations: Access to custom fields of linked objects
In automations, it is not possible to get the value of a "custom field" that belongs to the linked object. For example: Object DEAL has linked objects like: ORGANIZATION (deal organization), PERSON (deal contact), PROJECT etc. - i.e. objects with the option to create a custom fields on them. On these object we are using…
Please provide a Multi Label Field with Autocompletion
In the discussion "Managing skills of freelancers via contacts" I asked for a field with the following characteristics: Add multiple labels via keyboard to field Provide autocompletion for already existing labels based on my whole dataset Allow the user to search this field for the occurance of one or more labels A label…

Custom Fields

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