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[CLOSED] New Contact detail views (Person & Organization) [Beta]
Ahoy! 👋 We're working on updating the current Person and Organization detail views, which we'll start releasing publicly later in the year, but if you're interested in getting it already sooner and sharing your feedback, let us know by filling in your Pipedrive sign in email into this form: Google Forms for Contact Detail…
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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…
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Link existing deal to person from person view
I would like to be able to add a person as participant to an existing deal from within the person view. I.e. below "+ Add new deal" have a button "Link deal"
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Organization Details
One thing I have found to be limiting over the years is Organization details. It can only be a single uninterrupted panel of fields. it's a great place to store site specific data for service offerings. However when a service company offers several different services there is no way to separate fields that hold data for…
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Participants on emails?
I've been asked a few times about this and I'm not sure if there is a work around or not. When an email is created from within a deal, the participants need to be included in the email. This obviously comes with some dangers and if this was being developed as an enhancement I would be asking a question at the start of the…
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Custom Details Fields
Create the ability for custom deal details fields to be viewable only by admin users.
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Customize tooltip in organization detail view, hovering over people
It would be really helpful and save us a lot of clicks if we could display more info (e.g. custom fields) within the organization detail view, when hovering over individual people.
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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.
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deals moving randomly through stages ? How to find them.
Managing my sales team I am seeing deals move all over the pipeline e.g. from the second to last stage back to the first one. Do you have an easy way to identify those? Would that be possible through a special report? Thank you for your help!
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Toggle to hide Deal notes from Person (Contact) view
For those that may have a lot of Deal notes that tend to clutter the Person view and would prefer to hide Deal notes from the Person view, I have been using a user stylesheet hack that perhaps the Pipedrive team could consider implementing into the app in more elegant manner. A user stylesheet is a local file that your…
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Sidebar Creation
Hi is there any plans in the pipeline to be able to allow admins to create sidebars? It would be really helpful to have these to sort out various and manage the associated fields
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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
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Show details on the side for Contacts and Organizations
It is quite handy that we can access the details of an activity without leaving an activity list, by opening them in the drawer "on the side". Would be great to have this same feature be available also for contacts and organizations lists!
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Separation of Internal and External Emails (emails with Customers vs emails with the Team)
I know this would be complicated to implement, but it would be helpful if there were 2 email timelines - the ones with the customer and those with the team internally. Right now we restrict linking emails to deals, to only the ones sent to the customer. This would really help in the approach of giving focus to the…
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Filtering 'Done' Activities by Activity Type
When you try to find an activty in the "done" section of a deal or organization, you can only select all activities which can be a lot. The suggestion: to add some kind of drop down bar to let you pick a certain activity type. Why: We want to log our comprehensive meeting notes in pipedrive, but with so many activities…
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Displaying custom data fields on details panel only for specific pipelines
Not sure if this is possible, but is there a way to display specific data fields only on certain pipelines? I see that its possible to check/uncheck "Always visible in person detail view" in the field properties, but these fields still appear when the details panel is expanded on a deal record. And yes, I see that custom…
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Lead Information in Sidebars
Is this going to be added? As it would be useful to see the leads a person has as well as any deals
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Details for Multiple Pipelines
The nature of our business and use case is such that we have multiple pipelines. The detailed information that I would like to collect and reference for each is very different (even for the same contact or organization). We really need a way to have have different custom "details" populate depending on which pipeline a…
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Smarter pin note in deals/organisations
So here is the thing - we have lot of meetings with companies - this creates a lot informations. That brings a lot of great insights. However, notes are piling and diminish in timeline. It would be great to have one smart "pin note" where I could write all insights, notes or keywords with links to specific notes.
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From a Pipedrive Pro - How to Declutter Your Detail Views 🧹
https://pipedrive.hubs.vidyard.com/watch/GS2snPwVvZCdJSnRjBSyGZ?In this tutorial, our Pipedrive pro @Luiza Salomão demonstrates how to use Important Fields to declutter your detail views by hiding all fields except the ones that matter during that specific stage of the sales process. 🔔 Be sure to check out the full Learn…
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Test the new Detail View concept (deadline: April 8th)
We are improving our Detail View! If you are interested in testing the new concept, book a time with me: find a suitable time for you here. Open to all users in all plans. Multiple timeslots are available on Tuesday/ Wed/ Thursday of this week.
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Allow for detailed address editing in the organization view
Currently, the address field in the organization view (page of an individual organization) is show as a single field (full address). The only way to edit address detail fields is in list view, which is a major hassle in my opinion. Two possible solutions: * Add the ability to add address detail views in the organization…
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Question: Figure out where business profile is under which board?
When I do a global search for a company how do I figure out what board it's under after I click on the profile?
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Person Title
Display person's title in people section of Organization sidebar. In the attached picture I entered them in parentheses after the name in the name field for quick reference.
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Adding Sub-Categories to the Detail Section of a Deal Page
Would like to suggest to add a feature in which you can add sub-categories or visible dividers to the detail section (high lighted in yellow) on the deals page. For us specifically we would like to divide the detail section by individual departments to help organize all our fields & for ppl to be able to find the data they…
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Alguien sabe si se puede poner primero, hasta arriba el modulo de Persona y posteriormente el de Det
Alguien sabe si se puede poner primero, hasta arriba el modulo de Persona y posteriormente el de Detalles?
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Adding 'buttons' to the details
Hi Pipedrivers, I have a request or a question that might be something in the future to take a look at. We are building extensions on Pipedrive for example and want to use the extensions by the click of a button. Is it then possible to add a button in the 'detail section'. Now you can only create checkboxes or dynamic…
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Change the order of Customized fields in the sidebar
As the administrator, there should be a way of globally changing the order of customized fields in the sidebar. I can see how to do that for one record but obviously I'd like to have the ability to do it for all in one operation. I have 16,000 organization records :-)
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Things I wish were possible in Pipedrive
* Linking one contact person to multiple companies. * Linking one deal to multiple companies. * Contact person's role listed after their name on the company overview page ("Sam Smith, CEO" instead of just "Sam Smith"). I would prefer phone number and email to show directly as well without having to open contact details…
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Moving contact to a new organisation means old organisation deals are moved to the new organisation
Is there anyway to fix this. We had "EVA" move from Sensis to Origin and now Origin has an inflated deal count as EVA's old deals moved over with her.