Knowledge Base

Detail View sidebar

The sidebar in the Detail View displays the information you have added to your deal, person or organization.  If you are using multiple marketplace apps in your workflow, our App Panels feature allows you to add specific apps to the sidebar.

 

Reordering and hiding the sidebar sections

In the Detail View of an item in Pipedrive, click the '...' button and select the Manage sidebar sections option found there.

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Once done, you can then reorder or hide the different sidebar sections based on your preferences. 

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Editing sidebar fields

To edit a default or custom field in your sidebar, click on the pencil icon.

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Doing so will allow you to edit every field found in that sidebar section. When your desired changes are made, click the Save all button to finalize your edits.

 

Making fields in the sidebar visible

The sidebar sections of the Detail View can be expanded to show all fields or collapsed to display only fields with values added, by clicking the expand/collapse icon.

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Managing custom fields

You can also manage your custom fields from the detail view sidebar.  To reorder, add, or edit a field, click the Customize fields button.

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