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Custom fields / Data fields
Custom fields / Data fields

Discuss Pipedrive's default and Custom Fields

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Looking for RSVP application

Hi,

I'd like to send out emails with an invitation to clients / contacts. These emails should include one or more buttons / links (e.g. to a form) where a user can answer if they will attend a meeting or not (or give an additional information). 

Was testing some forms, but these solutions can't prepopulate fields, e.g. contact name, in a secure manner (e.g. jotforms always query string parameters, but that would make the form not very secure).

Did I miss this kind of feature?

Auto emailing template email for person in custom field in Person, Deal or Organization?

Hi! I have searched the forums for an answer to this problem but nothing specific answered my question.

I am a real estate investor, 1 man shop, and use a Real Estate agent to sell my renovated properties. I have my system set up like this: Person is the individual calling me about selling the property, Deal is where I place all my data about the property, appointment info, my offer, ect. Organization is the address of the property and I place all my info about buying and selling the property under Organization. Info like buy or sell price, closing agent and the RE agent. I was planning on using the fields in Organization on the deal page

I wanted to send my RE agent an email with the property info already inserted, asking price, parcel ID and whatnot when my trigger "Notify FRS Agent to is moved to "Yes". I did not work. I tried tying my RE agent to the Organization, did not work. I moved the fields to the Deal section and the email went out but only to me as the Org owner. I just tried using a trigger in Deal updated so when the Exit Strategy custom field is moved to Wholesale or Retail for condition and I thought the email would be send to Deal owner email (I suppose me), using email template "Seller Opportunity, Email Template Deal (Deal?), Email Template Organization (Deal organization?) and Email Template Person (FRS Agent-S for my RE Agent?).... (More)

Getting an error message

Good morning everyone. @Mike van der Valk , I am getting an error message when I try to access one of my projects. This happened after I added a new custom field to test. It seems like I can accsess the other projects just fine. The difference is that I have som tasks on the project I can't access.

See video: https://cln.sh/9oWqUj 

Meg Palumbo
Customer Experience Specialist

Requiring a custom field when a deal is marked lost...

We're working on identifying our SQL (Sales Qualified Leads) and in order to do that, we need to clearly identify which deals are SQL and which are non-SQL.

The feature request is this... I'd like to be able to configure a custom field to display on the pop-up when I mark a deal as lost.

So, we'd create a custom field with predefined options as "SQL" and "non-SQL" and marking a deal as lost would prompt us to make sure that field has a value in addition to the lost reason.

Ultimately, we'd use that data in reporting to make better business and marketing decisions.

By including it in the pop-up, we're putting it in front of our Sales team to make sure the field is filled out in an attempt to keep the data as up-to-date as possible. In the meantime, we can make it an important field, but the additional prompt would go a long way.

Besides habit and practice, does anyone have any other ideas to prompt a salesperson to complete the field when a deal is closed?