Organizations

Directly Relate more than one organisation to one single deal
Hi, Does anyone know if i can directly Relate more than one organisation to one single deal. Many thanks in advance.
Is there any possibilty to get the bulk organization using id's
I want to get the organization with custom fields as a bulk by passing array of Id or name. If it's not possible, then is there any way to get the organization custom fields through PERSON API. Because in a related_objects, I can see the organization detail without custom fields
Add org deal link into the deal view
We often need to look at all deals for an organisation. This is currently accessed from the Orgnisation view. However we are always in the deal view, and it would be really useful to be able to view all org deals from within a deal.
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…
Manage country for Contacts as a code not as a text
In Pipedrive, "Country of address" is a kind of magic field that is filled automatically by Google when your type the address or when you import contacts. If you use Pipedrive with the UI in French, the country field is filled in French. If your UI is in english, the field is filled in English. So you have some contacts…
Would you find it helpful to have multiple organizations tied to a contact?
Would you find it helpful to have multiple organizations tied to a contact?
Organization Notes Should be viewable at the deal level
I believe that many users of Pipedrive may close a deal with an organization and that may be the only deal you close until the contract comes up again. Additionally, I am not quite sure of a deal that could be in play with an organization that wouldn't be assisted by previous deal's notes or organization notes. All that…
Linking Notes from Organizations to Deals.
When I go to create a deal from a contact on the organization tab the new deal links just fine to the organization. If I email the contact from the deal view it shows up as it should within the feed of the organization. However, I cannot seem to find a way to have notes made on the organization page to show up on the deal…
Sorting by Custom Fields for Contact Reports
It would be beneficial to include a feature that allows users to sort Contact Reports based on Custom Fields. Currently, it appears that sorting is limited to a set of predetermined fields. By allowing users to sort by their Custom Fields, users would be able to tailor their reports more specifically to their unique needs,…
Organization label in details view of deals and people
If the label field is moved to a different place in the organization details view it later moves back to the bottom of the list on it own. this has happened twice now. The label field does allow for it to be moved when the reorder fields function is selected, it just doesn't stay where it is put for some reason. Would be…
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…
Colour coding Mapping Pins?
Hi, When looking at a pinned location and searching for nearby pins, it would be such a useful thing to be able to colour code the nearby pins based upon predefined criteria such as the following:- The last activity type (Visit/meeting) is over X days/month Account type (Key accounts get visits and non-key accounts don't)…
Bulk Edit Parent Organization
Hello! I've been looking around but I haven't been able to find a way to bulk edit organizations from a "parent:child" perspective. Is this still not available? I'm new here, and the previous threads I've seen didn't have any recent updates, so I thought I'd ask. If this can be set during the data import process, I'm open…
Add logo to an Organisation
Much like the ability to add a photo to a person, it would be nice to simply add a logo next to the Organisation. Example:
For a residential real estate brokerage firm, where would you organize properties?
For a residential real estate brokerage firm, where would you organize properties?
Import : Bring Your Own Geocode Data Option
Significant problems exist importing data since addresses are always automatically checked agains google geocode data for validation. This feature is great when entering records manually. But during import can cause some major problems. I have a spreadsheet of organization records fully filled out with proper addresses.…
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?
Would anyone else see the benefit of having 'leads' visible on the contact or organisation view?
If a lead is set up it seems that it is only visible in the Leads inbox currently, which is fine but would anyone else find it useful to know when you are on contact if they have any leads open in the past or they have one open currently? Similar to the way deals are shown. To me, the leads feature would be really useful…
Bulk changes to Organizations?
I know it's possible to do bulk changes from list view for Deals, but I'd like to make some bulk changes to organizations (and possibly contacts). The scenario is a change in the org with a new person taking over the EMEA region and I'd like to change ownership for all of these organizations from the an existing user to…
Organisation Insights
Hello, my understanding is that it is not possible (for whatever reasons) to run and create reports on organisations. I was wondering what are the best workarounds? Of course I can create tons of filters and views but this is not really feasible and scalable. So I was wondering if there are any other best practices to…
How to track Sales on my CRM ?
Hello, We are a e commerce company who sells differents products, so different category of products. The clients buy their products alone on our website. In order to contact them and reactivate our clients, we would like to know which organization buy x o x category of product with the turnover sales. Do you have any…
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
Enable organisation email link with deals and stop automatic contact person generation through smart
Recently, I noticed that when manually linking a deal to an email message, Pipedrive creates a contact person based on the email address if no contact person is associated with the deal. However, an organisation (with an email address) was linked to the deal. Mostly, this happens when I don't have a contact person for a…
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.
How to view current customers products details in Organization view
My business specialize in selling office equipments such as MFP & printer devices + IT services. We currently have over 1500 customers (organizations) with over 3500 devices (products) that are either sold or on lease agreement and with an active service agreement. I was able to import under the « product » list in…
Contact Creation: Use Domain to detect Organization
When creating a contact from an email it would be great if Pipedrive could detect the organization with the domain if other people from the organization are already added: Example: john.doe@nike.com is a contact with the organization "Nike Ltd." When mary.miller@nike.com writes me an email and I add her as a contact, the…
Reporting sales at Parent level
Hello Community, I have set up several entities as "Daughter" organisations, and have deals associated to them. I would like to be able to see sales at the Parent level. Does anyone else do this or need this?
More than one person linked to an organisation
We have many clients who are 'related' to more than one organisation however PD doesn't allow for this. I have read older posts relating to this subject, are there any further developments to get this option available?
Extend relationship type to capture various networks
I would like to extend the relationship type between organizations . eg. "Customer of" to represent customer networks of an organizations. So far there are just 3 options to link organizations (related, parent / daughter) From time to time we get insights about what products customers are using. We use this intel to track…

Organizations

Discussion List