Custom Fields

Lead Dashboard Insights : Custom data from Organization & Contact
Hi, In the Report and Dasboard Insights section, how to pull up custom data from Person or Organization (example : turnover of the organization, size of the organization) and use these custom data as one filter in the Report ? Many thanks for your help Guil
Custom sections
It would be great to have the option to add custom sections which can be expanded/collapsed for the different record types. Adding lots of custom fields to a Person record can get extremely busy and not all fields are relevant for each user.
Showing Fields Based on Type of Org
As we roll out more usage of Pipedrive, and folks want to use Pipedrive to track more than just our typical customer base, we are looking at adding 4-5 new custom fields. These new fields would 1) make the list of Org fields in our Pipedrive even longer and 2) be confusing/irrelevant for the other types of Orgs we have in…
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.
Sales per state/country
Hi, In insights, is it possible to create a graphic that shows the number or deal value (total) per state and/or country? I think I can do it by adding a new custom data field (address) for "Lead/deal", but I don't want to add the address every time I create a new deal... Thank you! Martin
Mobile App | Required Fields not working
FYI - Required & Important fields do not work using the iOS Mobile App (unsure on the andriod app) This is a major for any sales team working in the field and mobile first. Is this on the product roadmap?
Display Custom Field on Pipeline screen for deals
We have added a custom field to Deals (deal type) and it would be helpful to allow this field to be seen in the Pipeline view where all the deals are, so I can see what is coming down
Best practices for setting up customer profiles?
Hi, does anyone have a thoughts on how to best set up a client profiling template that can be used by sales reps to document their customers' characteristics and preferences? What I am currently thinking about is how to set up a questionnaire-type screen that helps them cover the 5-10 most important issues when talking to…
Perform calculations in custom fields
I believe it would be extremely helpful to provide the ability to perform calculations in custom fields. This would be even more useful if you could report on these custom fields. ie...calculate commissions on project value or calculate profit margins etc. Thank you for the consideration!
If / then for custom fields
Hi, it would be great to have an if / then function for custom fields and labels I mark my contacts as clients and suppliers and I need different information and custom fields for those contacts. So it would be great to have a function like "if organisation has label client then make custom field A selectable" and "if…
Deal renewal type is not available in deal fields endpoint
Hi there, Deal renewal type is available in get Deal by ID endpointapi/v1/deals/:id Ex: 'renewal_type': 'one_time' But this property is not exposed with get all Deal fields endpoint api/v1/dealFields. Is there any reason to not expose this property in all Deal fields? Thank you.
Collapse Custom fields even though they are filled with details.
Hi Pipedrive I have created costum fields which i would like to collapse even though they are filled, but this is not possible. I would really love if you could make it possible to collapse fields, even though they are filled.
Travel company
Hello, any travel company/agency, tour operator here in the Canadian Pipedrive community. If so would love to connect and share how we integrate Pipedrive within our workflows.
How do you keep track of recurrent customers? I'm trying to figure out the best solution for our com
How do you keep track of recurrent customers? I'm trying to figure out the best solution for our company. Do you track it as an organization field and/or with a deal field? Every quarter it's hard to get statistics out of pipedrive for this specific aspect.
Custom Data Fields - segregated by Team
Our sales people sell different products, and we have them broken down into Teams in Pipedrive. The data set in Organizations that each team needs is different. It would be amazing if in the Data Fields section, we could add custom fields that apply to a Team instead of everyone.
Sorting Deals in a Pipeline View
Hi folks 👋 I know there are a lot of Pipedrive addicts waiting for this feature so I’m trying a new post for this miracle… manual deals sorting in a pipeline stage! Indeed, I saw a lot of messages in this forum asking about this feature and I agree with you guys: it will be a fantastic (and basic) feature for Pipedrive and…
Lead Multi-Label Add Request
It would be great if Leads can have multiple labels. I find many of my customers are crossover on different products, and it would be great to be able to have multiple labels. This could also work on deals, but I feel that the Lead addition is where to start. Thanks!
Workflow Automation > Issue with transferring data from Deal to Project - multiple option field type
I've created a workflow to create a new Project based on a specific template when a sales Deal is closed Won. I've also created some custom fields in Deals and matching custom fields in Projects (field name / field type / options). When the workflow triggers, the Project is created, but only some of the custom data field…
"Long text" custom field: MARKDOWN support & better UI presentation
It would be great if the custom field "long text" would support basic MARDOWN formatting. And because position of the title (fieldName) there is lot of unused white space. What about move the title simply above? Before: After - space optimized, MARKDOWN support: Could this be implemented? We would be very pleased. And I…
Custom column names correspondance
Hello, I am importing my pipedrive data into a snowflake datawarehouse (using Stitch), and for the deals table, I get a huge number of custom columns (named like "A5D1A6F000D383C5AA91EBF7C8F55B53B77D0196"), and I don't find the corresponding name of those columns in the UI. Would you know where I can find this? Thanks a…
Unique data in Custom fields
Is there a solution for requiring a custom field data to be unique within PipeDrive? Example: Field= Quote #, I should only have one quote number per deal. How can entry of a new deal get flagged or not processed is someone is typing in a quote # already that PipeDrive field.
Managing referral partners as a mortgage broker
it seems the only way to manage the referrals given by a realtor is to create the realtor as an organization to see all the leads and deals in the reporting. is there another way since the organization does not have a marketing opt in. Do we have to create a people profile for the same realtor as well to market to them? if…
Cannot insert sender first name into email (templates)
We use templates with fields to prepare personalized (group) emails from our team to our contacts. In such templates, I'd like to insert a field for the senders' first name. Unfortunately, only the full name (as given in the personal preferences) is supported here. For emailing contacts we call by their first name, this…
e-signature customizations
Hi, We have below query for e-signature customizations which are available in below path: Company Settings>Tools and apps>Documents>Customization Query 1: Alignment of text in custom e-signature custom message: We have the option to enter a custom message in e-signatures via the above path When we add a message in this…
Custom Fields in Campaigns
How can I select custom fields, especially the proper salutation fields, in campaign templates? We can't go without it in DACH area. #campaigns + #templates + #handling
Seeing Deal Age and Rotting Deals in List View
I would like to add a column for deal age and have those sortable by age (not deal created date). Is this out there and I'm not seeing it? It is a great way to visually see how old projects are and helps us to understand the sales cycle. Would also be great if the Rotting Deal process could be customized (colors = green (<…
Issue with custom field type of numbers in Pipedrive API
Lately we experienced an issue with Pipedrive API and custom field type of numbers. While performing a search from the values of a specific field with only full exact matches against the given term, the empty result was returned from Pipedrive API. The problem is that when we are trying to search for deal by custom field…
Integration Analytics and Pipedrive
Hi all, I'm struggling for a while to import data from Google Analytics into existing Pipedrive deals. Tried tools such as #zapier and #fastbase, also added some #utm-tags to my Google Ads campaigns. Without results. I'd like to import the 'source / medium' and 'campaign' from conversions into Pipedrive, at the moment we…

Custom Fields

Discussion List