Which entities does Custom Field Calculator support?
The Custom Fields Calculator supports Deal, Person, and Organization.
Which field types does Custom Fields Calculator support?
The Custom Fields Calculator supports Numerical and Monetary field types.
Why does it take some time for my changes to reflect in Pipedrive after I click Calculate?
There are two factors contributing to such an outcome.
First, we process calculation requests one-by-one, meaning if you send two calculation requests one after another, we will take the second one into the job only when the first one finishes.
Second, Pipedrive does not immediately display the changes made in the background. Sometimes Pipedrive doesn't show the changes at all and page reload might be needed.
How does Custom Fields Calculator treat empty fields?
When we encounter a deal, a person, or an organization that doesn't have one of the fields required for the formula, we skip such an entity.
Is there a way to create a new custom field right from the Custom Fields Calculator?
There is! Just type the new field's name into the
Write result to:
Click on the suggestion to create a new field right away. The created field will be of the Numerical type.
How do I undo my last calculation?
Unfortunately, there's no way to undo calculations at the moment, but we are on it!
How do I use the percent symbol (%) in the formula?
The percent symbol is not supported. However, to get a percentage of a particular value, you can divide it by 100 and multiply by the number of percents you need.
For instance, to get 20% of the field Value, try the following formula:
Value * 0.2
I’ve installed the extension and app from the Pipedrive marketplace, and I’ve created my plan on the cfc website, but when I log into Pipedrive and start the extension I am asked to select a plan?
Please make sure you are using the same email address you use with Pipedrive to create your CFC account. You can find your Pipedrive email
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