Custom Fields

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…
More input restriction possibilities in custom fields
It would be very nice if a custom field had the option to determine what the input should be. For example, you can indicate that a maximum of X characters may be entered, or that only a number may be entered, or only text, or only tekst in caption.
Retirar informações de campos de múltipla escolha com automatização
A automatização atualmente só te da opção de acrescentar uma informação no campo de múltipla escolha. Deveria ter uma opção para retirar uma informação do campo de múltipla escolha. A única forma atualmente é criar todas as combinações possíveis de resultados para que uma determinada condição tenha uma combinação…
Expand All / Collapse All for Field Groups in a Deal
Our users are complaining how much scrolling they need to do on a Deal because we have added a lot of custom fields. They have asked for a 'Collapse all' button at the top of the left pane on Deals, and/or for the Details section as that's where the custom fields and multiple fields groups are of course. To give you an…
Readiness to Buy (1-10) - AI
I have recently tried out the new AI chat summary function, this is really impressive and I can see some really strong use cases for this outside of the email summary itself. Specifically, the "Readiness to Buy" score. This score seems to be really accurate and I could see this being a useful tool for businesses with a…
Customize UI with custom buttons
I'm a long time user of pipedrive, including heavy customization through API and webhooks. One feature that I'd love to have is creating custom buttons to organization, person and deal UI. Clicking such button will call external URL, run automation, send mail etc.
Geolocating and automatic address completions
Hello community! We have hundreds of active customers that we market to. Addresses are critically important to us as sales agents. We find ourselves fighting the automatic completion of addresses as we are typing them. Then we save them and the suggested version saves instead of the version that we need. Does anyone have…
Restrict view of specific custom field to specific users
We have different teams working in pipedrive. Not all teams should be able to view all of the information about an organization. We were planning to add extra information about each organization to pipedrive using custom fields but some of this information is highly sensitive and must not be shared with all users.…
Products detail view feedback/ ideas
It would be helpful to... Have the ability to create groups as we can in the deal details. (group together sales order information separately from vendor invoicing information, group product specifications together such as sizes and weights and shipping codes) Have the ability to hide, move or group Pipedrive Default…
Real estate template
Is there a real estate template I can copy or gain inspiration from? I know I can figure it out as I go but I thought it would save me time by having a real estate template and then customize it based on my own processes and requirements.
Custom Field Question
When adding a custom field, I am using the multiple options as a choice, when one of those options are chosen how do I require another custom field to be required?
Pronouns and pronunciations
This might be something PipeDrive would like to consider? On people, I sometimes have problems on how to pronounce a person's name as well as gender of gender neutral or names from other cultures. Might be something that is a field you add (unless it is already there and I have not yet found it). One can assume that Deonna…
Split the phone number fields
Hi there, Although Pipedrive is very easy to use, there is one thing I don't like: different phone numbers (work, mobile, home, etc.) are stored in 1 field, having following disadvantages: list view and export : alle phone numbers are stored in 1 field / column sync with other tools : info is los I have created a separate…
Ability to create custom objects / items and attach on them custom fields.
Hi there :) I own a small web agency where we manage 50+ websites on a regular basis, including some on the behalf of other agencies. I would love to create a custom "website" type and attach custom fields to it (last time updated, contacts associated, notes, activities, etc...). I want to be able to link deals to those…
Adding discount field in specific amount/precent from total price, not only in % for each products.
Adding discount field in specific amount/precent from total price, not only in % for each products.
How can I Use Zapier to Get Calendly Checkbox Answers into a PipeDrive Custom Field
I have a Calendly question that asks the prospect which of our products they'd previously purchased: I then want to create a Zap that puts this into a custom field in PipeDrive that uses the Multiple Options field type. How can I do this with Zapier? When Zapier pulls in the list of products, they look like they’re just…
Summary of the Day
Hello, Is there a way to change or add fields in the email we receive in summary of the day?
How do you put fields in multiple categories?
Sometimes fields can be a part of multiple categories. I can, as far as I know only select one category to put them in. Is there a way to put fields in multiple categories?
Using fields for Pipedrive email templates: Signature / sender first name
Dear community, I would like to configure an email template in Pipedrive where the greeting contains the sender first name (not the full name). Also, the email signature should be contained. However, under deal -> template -> "Insert field" I do not see fitting fields. I understand that it is possible to attach the user's…
Choosing "Save" on any field, clears all the unsaved data entered in all fields now
If you type in a phone number title email address we used to hit save 3 times and 3 fields would be saved now we have to hit save, then enter another field, then hit save, etc. if you hit save with data in other fields it is wiped away an annoying change in the recent code. it takes a lot longer to work now.
"Required" Custom Fields insists on being Required when Deal is Won. Why?!
I've "grown up" in running my business with Pipedrive over the last 5 years, and the thought of using a different CRM is like changing where I get my coffee every day. But there are so many frustrations which seem to make no sense? What am I doing wrong here... Why is it that I can't make a Custom Field as 'Required'…
Double Emails Sent to Clients?
I have noticed that when someone books a meeting through Pipedrive Scheduler, they receive two emails. The first is a confirmation from Pipedrive scheduler, followed by the calendar invitation which has already been pre-accepted. This seems extremely repetitive for trying to appeal to prospective clients. Is there a way to…
Custom Field issue
Hi I've set up a custom field, where the users can click "Yes" and "No". However it seems I cannot get rid of a "None" option, which for our data is not useful (as its either yes or no). Ain't it possible to remove that None option?
Custom Currency
I have added a custom currency to a client's account, but the custom is pound sterling with extra decimal points as I cannot edit the default one. But the £ symbol is now placed after the monetary value, so it looks like this 100£ - please can this be changed so that all currency symbols can be assigned either side
Multiple persons in Person type field, and multiple companies in Company type field
It would be great to be able to have a list of persons or companies in those types of fields, especially for companies/persons. Let's say we want to have list of board members or owners, so we could just add all of them as a list into one field, instead of having 20 fields for Board member 1, Board member 2 etc. Same with…
PipeDrive Client PHP doesn't update custom field value for person
We have created a custom field using "Data Fields" for Person which name is "Contact Address" and Now we are trying to create a person using php-client(https://github.com/pipedrive/client-php) api with custom fields. Custom fields are not updating values to the Contact Address(custom field) when trying to create person.…
Left toolbar and Sections in Contacts or Deals
Hello community. I confirm that it is not possible to manage the sidebar as a general setting. And we know that the new left toolbar is also customizable. I think this setting should be chooseable: selected as a global or personal customizable option. During an implementation process, it's important to determine general…

Custom Fields

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