Organizations

Multiple organizations tied to the same person
Would you find it helpful to have multiple organizations tied to a contact?
Organization View Link
Cant' seem to locate an effective wat to view all unique organizations individually. If anyone can point us in the right direction it would be greatly appreciated. It would be helpful if there was an "Organization" link in the left toolbar (like there is for Contacts, Mail and Activities) that would return all of the…
Activity location should by default have the organization's address
When creating an activity that is associated to a contact and an organization, if we choose to add an activity location, seems very strange that the location needs to be retyped manually. Pipedrive should by default have the organization's address already entered (with possibility to override if needed). Even better would…
Organizations Revenue - Why ????
My post reflects a certain frustration. While exploring sales strategies, I decided to map clients based on a specific revenue threshold to add tags and develop strategies according to their purchase history, segment, etc. However, to my surprise, this turned out to be almost IMPOSSIBLE (I was only able to do it because I…
Web Forms Should allow for Org Lookup
We have an Internal Lead Intake Form that our company staff use to provide Leads to our sales team. Currently, they enter in the Org name into the field, and then someone has to go merge that to an existing Org or clean up the new record. Wouldn't it be awesome if the Web Forms' Org field allowed for an actual lookup of…
Organization Separate City, State and Zip
None of the lists we receive from vendors or associations to import have the addresses of street, city, state and zip. They always come as separate fields. Having them all combined like Pipedrive does it leaves too many chances for error in entry especially in the U.S. state abbreviations. I know we can add a custom state…
Organisation Address not saving
I haven't been able to save addresses for organisations. I enter the address, I get suggestions, I can select the recommendation, but the field clears when I click "Save". Support has been of no help, unfortunately. Is anyone having the same issue?
Add "Related Companies" to Filter options
Using a filter for Organizations, I would like to add "Related Companies" to the filter so I could then export that in a report. According to PD, it's not currently possible to directly filter related organizations in the list view or add them to a filter for export. The AI Bot suggested : "using an API endpoint to…
Need an Option to "Exclude from Changelog"
It would be very helpful if there was a Field setting that allowed us to "exclude from Changelog". The Changelog is an awesome tool. I rely on it A LOT to see the history with a record. But, we do have some data that is sensitive in our CRM. And when a contract ends, some of this data needs to be wiped from our systems. Of…
Company Names - Parent/Child associations - Can I tuck many locations under a master account?
I am adding a customer to my database that has 270+ locations (all the same company). I added the parent company as the corporate name, (Mining Corp). The remaining locations are also called the same name (Mining Corp - Quarry 1, 2, 3, etc). Now back in Pipedrive, I am in the Org view and I click the letter M to sort, I…
Related Organisations
Its been a couple of years since the original post was made, is there going to be ANY update to Related Organisations in Pipedrive? Ideally the ability to filter and report on relationships and import organisation relationships - is Pipedrive considering any developments to this? If yes, when and what changes?
Related Organizations function in import from file
It would be very useful if there would be a function for adding related organizations when importing data from a file. This could simply be done by connecting them via registration number, or even pipedrive ID, and it would not have to be done manually, one by one, or via API.
How do I track deals across related organisations
I'm setting up a key account program for a global account, and due to the complexity of the account over multiple geographies & business units it is listed in our Pipedrive under 15+ "organisations" and under 6 different "owners" - none of which are me. Is there a way I can link these organisations and then run one report…
Remove the "Organization" data field from the Add people card?
Is there a way to remove the "Organization" data field from the Add people card? We don't use Organizations for anything in our application of Pipedrive for our business. It's a nuisance to have it on the add person card when I want to use that "real estate" for more important things for our workflow. Any ideas why I can't…
Unstacking phone numbers in 'Linked people' view
Is there any chance of unstacking the phone numbers when viewing an organisation's staff under the 'Linked people' view. It's really easy to accidentally call the wrong contact if you are using click to dial. Also, if a contact has more than 3 phone numbers, the user experience is terrible having to use the scroll wheel to…
Filter by Referral Organization
Is there a way to filter leads and deals by the referral organization? I can filter by referral source, but we often have several referral sources associated with the same organization and I need to easily see how many referrals have come from the organization vs each person at the org. Thanks!
Field Descriptions needed on Organizations and People
This is self-explanatory! The field descriptions on Lead & Deal fields is a great addition to Pipedrive, but we need this for Organizations and People, too! Orgs are where we have the majority of our fields. Please roll this out!
Reporting - Cross Entity
Now that we can create reports with cross entities in one report, it would be good to be able to segment by and then choose if its Lead, Deal, Org or People data to segment by. Currently its only based on the report type and the originating entity
Automated "Last Updated" on Profiles/Orgs/Deals
Interested in the possibility of adding a field in the top bar of profiles (Organization, Person, Deals, etc.) of when something was updated (date and time), and by who. I currently set up an automation that will update the dates when a field is updated, but that is hidden in the side-nav as I can't force it into the…
Organization / Relationship map
Add feature to allow us to create a relationship map for an organization
New: Files feature released today 🚀 Files Global Export
Hi, I’m Pedro Franco from the Files feature team, and I wanted to let you know that we’ve released the files global export functionality. What will you get with this release? Have the ability to export the data related to the files for your company in Global Export page under Tools and Apps The exported excel/csv will…
Why is there no URL/website field type?
Why is there no URL/website field type? And why is there no default website field for organizations? Am I missing something?
Multiple deals within an organisation
What is the best work around if you have multiple category's and POC within 1 Organisation?
Merged duplicate organizations automatically
When transferring contacts from LinkedIn using tools like Surfe, duplicate organizations are created. I know they can be merged manually, but why isn't this done automatically?
Working with partners / Partner Portal
Hello everyone, We plan to expand our sales with external partners, helping us to distribute our products. The last weeks I work to write best practices around partner management in Pipedrive. I also worked out that the partners need a lot of additional stuff, so I came around to launching our own partner portal (connected…
Lead activities and notes
All activities and notes from the contact and organization should be visible from the lead view - or at least a toggle to easily make that an option. When we go to contact leads we need to see the activities for that contact so we always have to scroll down and open that page separately.
edit behaviour for organisations: double click to edit name
Hi all, Would it be possible to switch to edit mode after double-clicking on the name of an organization, contact, deal, etc. instead of single-click? I often use the name to copy it elsewhere, but then the edit mode is activated immediately. thanks.
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
Can the Job Title be displayed along with the person's name in the Linked People section in the Org?
Can the Job Title be displayed along with the person's name in the Linked People section in the Organization's detail view sidebar? If we add a note in the name like in the screenshot, that note shows up in proposals, so we'd like to see the Job Title appear next to the name in the People section of the Organization.

Organizations

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