I have spoken with Pipedrive support and this doesn't exist/isn't possible, but placing it here as a feature request. The use case is: * We use Label field for our Organisations, to categorise the type of organisation eg. Lender, Customer, Consultant. We also have plenty of custom fields. Certain custom fields may relate…
Hey Pipedrive Community 👋 I'm currently designing an automated post-sales claims module in Pipedrive for a heavy machinery company , and I’d love to validate the approach or gather new ideas from the community. The current structure includes: A deal marked as “Won” triggers the creation of a Project using a structured…
Organizing fields has become easier with the ability to create custom groups for fields. You can bundle related fields into common categories to make your information easier to manage and consult. Admin users can: create new custom field groups reorder the placement of groups in the details reorder custom fields within…
It would be great if we could add to and then select different options beyond Home, Work, and Other for the type of Phone Number and Email. Why? Because when a person leaves a company, we want to mark their email as not used any more. We don't want to remove the email address, as this would remove all Email Sync emails…
It would be cool if we could create a report to visualize the average value of a certain numeric field.
Hello, I’m using a custom field called entry_page, with "text" as the field type, to store the landing page URL that my customers use when they go through my third-party chatbot. However, I’m encountering a problem, sometimes the URL is too long and gets cut off. I’m wondering if it would be possible to use the "large…
When creating a custom field it would be nice to provide placeholder text which would appear every time the field is presented on an editable screen, just to give some basic example to the end user of what is required. I tend to use required rules and once a field gets to a given status in the pipeline I expect the end…
When I configure a custom field I want to have an option to hide it from the Detailed View and only to be visible in List View, like the different address fields in the Organisation. It is valid for Organisation, Deals and Contact. Some values are only for automation triggers and so on and don't add any value for the owner…
It is currently possible to add a photo of a contact person of an organization. But it is not possible to add a customer logo to the company where that person works. In this way, the organization becomes more visually recognizable. It may also be possible to make this logo visible in your general pipeline. This also makes…
This list of values for the "Industry" field needs to be editable. I work with industries not listed, and I would like to delete some on here that are not relevant.
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