The much-requested feature of custom fields for People Profile pages has arrived! As of today, administrators can add up to 25 personalized data fields to track anything from favorite sports teams to credit scores for every person in their PipelineDeals database.
How does it work?
We took the familiar look of custom fields for Deals and added the same functionality to People. Account administrators can add up to 25 specific custom fields for People at any time.
It’s important to note that these custom fields apply to People only. They do not correspond to any custom fields you may already have for Deals. Because these fields are defined by the Account Administrator, they are the same for every Person and can be made mandatory. Administrators can get started by visiting the Settings Menu >> Admin >> Person Custom Fields.
Custom fields will display prominently on People Profile pages, right below the Notes section.
Custom fields will also appear in CSV exports and be available for importing, as long as they are created in your account before you upload a contact list.
Keep up the great feedback!
We designed PipelineDeals to be simple and easy to use. Our goal has always been to provide a smart alternative to bloated CRMs like ACT and SalesForce. They have hundreds of rarely used data fields, and a recent export from Outlook confirms they still list “Car Phone” and “Pager” as standard contact fields!
But simplicity is only the beginning of making PipelineDeals work the way you need it to, and we’re very happy to add this new element of customization. We also plan to support including these new custom fields in the People List View, so stay tuned.