It would be great to implement "conditional" fields. For example saying : if I have this field (default or custom) with this value then open a new field to complete or make a field mandatory. ;) Thx
Does anyone else have this problem? I'm using the "value" field as mandatory and important for advanced stages in the Pipeline. The problem is that so far that field is automatically filled when I create a deal and add the products (which generates the value, ARR, etc.)... that is, I don't enter the deal value manually But…
Hey I'm hoping this could happen- for required fields in any record (contact, deal, organization, etc) it would be great to not allow the record to be saved any time it is accessed, not just when it is created. We have a lot of contacts that are uploaded with an import, and then we access them later. We need users to fill…
Hi - I am running a report where I want to see a Person's Address. I have Person's Name, Organization, Address and Job Title. However the Job Title is showing up in the Job Title field and identically in the Address field. Help!! Thanks!
Hi, we have to change some of our fields and im worried about loosing the data and would like to avoid going through all Deals to copy/Paste the data. Is there a way to automatically transfer Data from one Field to an new one? Thanks and best regards Lars
Hallo, I am trying to import a lot of customer details into Pipedrive. The problem I am having is that I need to create separate entries for organizations depending on unique "suppliers" I have all the data in spreadsheets and, try as I may, I cannot find a way to create new organizations in Pipedrive distinguished by a…
I have a problem.. When I import organizations Pipedrive takes my address fields and combines them into a single field. This is fine as the original data fields are still available. The data is combined as follows: Street/City/Zip/Country In Germany and most of Europe it should be: Street/Zip/City/Country Here's the…
We have partners whose sales teams are inputting digits other than just numbers into phone number fields. This not only effects data quality but it prevents VOIP phones from calling the number. It would seem sensible to add some verification to the phone number field that it is, in fact a phone number. As a starter we…
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…
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'…
It looks like you're new here. Sign in or register to get started.