Custom Fields

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.
Custom goals using custom fields
I think it would be great to create goals based on custom fields we have created. A critical and fundamental example to my business is commission. I set my monthly and yearly targets based on commission, and I can't replace it with deal value as I also need the deal value to be present and is essential. I work in real…
Leads need to be Bulk Editable!
Simply put— we need to be able to bulk edit Leads and make changes to Lead/Deal fields!
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…
Advanced "Multiple Choice" custom data field?
Hey Pipedrivers, I need to solve the following problem. For the purpose of my job, I ask my customers questions about their vehicle fleet. They typically respond by saying this: " we have 10 Vehicle A, bought in 2012, 3 Vehicle B, bought last year, ..." I need to store this information into Pipedrive in a way that allows…
One of my new custom fields isn't showing up - what am i doing wrong?
I have a company invoice field that needs to show up, there are 38 organizations that use it, but it's not showing up. Any advice, please? Also weird it's showing up in different order to what i selected.
How to update Deal's custom field with Organization's custom field in Automation.
I created a custom field as "Marketing Code (Deal)" in deal as single choice. Also I created "Marketing Code (Org)" in organization as a single choice too. How can I update "Marketing Code (Deal)" field with "Marketing Code (Org)" value? I tried it with automation but it did not bring organization fields in "deal update"…
Merge Tags - Deals
In an ideal world, you would be able to select merge tags for fields within a deal as well. In my case, I build out milestone templates for the mortgage process, and it would be incredibly helpful if I could automatically pull data in from the client's loan (deal) to populated in these automated email campaigns.
How to manage custom fields between Lead/deal & Person
Hi! I'm encountering a challenge where certain fields, such as address, are identical in both leads and customers. My current process involves asking for the address during the initial contact to ensure I can deliver our service effectively. However, once a sale is made, I also need the customer's address. The issue arises…
How to make all (relevant) data fields are visible within a deal
Dear all, I have created the following datafield as custom fields I now would like to show all of them in a deal. That's why I marked "Lead/deal add view" with the relevant fields: However, when I click on a deal I still see this (so only a fraction of the data fields). Any thoughts on what I should change to get to see…
Add other "Labels" to Phone numbers than "Private / Office / Mobile"
Hello, we would like to be able to add other labels to phone numbers than "Office / Private / Mobile". We use one contact in pipedrive for a married couple and in our earlier CRM we had "Her" and "Him" as classification to show whether it is the husband or wife's phone number. Could this feature be put on the roadmap? I am…
Conditional logic for display of custom fields in Deal detail.
I have spoken with Pipedrive support and this doesn't exist/isn't possible, but placing it here as a feature request. The use case is: * We use Label field for our Organisations, to categorise the type of organisation eg. Lender, Customer, Consultant. We also have plenty of custom fields. Certain custom fields may relate…
Webform Fields - Names, Phone Number, and Note Pinning
We're using the webform feature and are running into some limitations. Name field - I am having issues with people not filling out their full name in the name field. Can we split the name field into first name and last name? I've seen posts about making custom field for last name but I'd like the two to be tied together in…
Is there a way to add a user created custom field to the summary section?
I have created a user defined field "Deal - Next Steps" and want it to show in the summary section. Right now it shows up in details. Is there a way to add or move this to the summary section. Thanks!
Is it possible to have a custom field for contacts that show the status of the email tracking?
Meaning a custom field that shows if an email has been read or a link has been clicked?
Task/Checklist for every Deal in the Pipeline
We all use checklists, right? For every different deal once you click on it on the "DEALS" section and go to its own section, it would be great to have the possibility to add a checklist for the pending actions/items to which we need to follow up for that particular opportunity. On the "Details" section we can now add…
See Custom Fields from contact in deals and and Vice Versa
Hi all, I want to create custom Fields for example for a person and I want to see them also in Deal-view. And I also want to do this vise versa. When I create a custom field in the deals, I want to see it also in contact. How to do that.
Ideas on how to make sure that all criteria's are met for advancing a deal to next stage?
Hi, I'm new to Pipedrive. When taking the default look at the "add deal" page, it have nice basic fields (or is it attributes?) to describe the deal. But I haven't found a way or understood how to make sure that the sales person has acquired all necessary info to advance the deal to the next stage in the pipeline. Info…
Other way to work with expiration date of a task in project?
Could you let me know if it's also possible to use an execution date or end date instead of a start date in projects for planning? This way, we can easily plan by, for example, saying that a certain task should be completed 2 weeks before the end date. Would really help because we work towards and end date and every…
Automation: Access to related entities for conditions
Hi! I've found that it's not possible to set up an automation that triggers on a Deal update and has a condition on custom Person fields. The only available fields to filter on are "Deal contact person", "deal contact person email" and "deal contact person phone". It would be nice to have all Person fields available to…

Custom Fields

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