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Problem solving / Workarounds
Problem solving / Workarounds
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Unique data in Custom fields

Is there a solution for requiring a custom field data to be unique within PipeDrive?

Example: Field= Quote #, I should only have one quote number per deal. How can entry of a new deal get flagged or not processed is someone is typing in a quote # already that PipeDrive field.

 

Sending email from different email addresses

Hi, 

I have three separate email addresses linked to my Outlook mailbox and I would like to send marketing and sales emails from different emails. However I cannot figure out how as PD only syncs with the main mailbox and I cannot find a way to sent out emails from the other ones.

Is this really not possible or is there something I've missed?

Thank you for the help! 

Payment schedule - maximum number of payments

Hi, our client has long term contracts ( life insurance etc. ) and we need to create payment schedule, but there is a limit of 2 years . So this is very short interval.  Is it possible to extend this limit or do you have same advice how to solve this?

Thank you

Lukas Hala

Payment schedule - maximum number of payments

Hi, our client has long term contracts ( life insurance etc. ) and we need to create payment schedule, but there is a limit of 2 years . So this is very short interval.  Is it possible to extend this limit or do you have same advice how to solve this?

Thank you

Lukas Hala