Organizing and Reordering Custom Fields and Categories

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Article Contents

• Creating Custom Categories
• Moving Custom Fields
• Reordering Categories and Fields

 

Users:

Administrators	✓
Company Managers
Marketing Managers
Sales Managers
Salespersons
Jr. Salespersons

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Creating Custom Categories

You can create custom categories as needed to group custom fields. To create custom categories, do the following:

1. Click    User Menu > Settings in the top toolbar or click  Settings in the bottom left corner. 
   
2. Click Custom Fields, which is located under Features in the left panel.
   
    
   
3. Find the desired custom field, and click    Options > Move to Category.
4. Click + New Category.
   
   
    
5. Enter a name for the new custom field category and click OK.
   
    
   

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Moving Custom Fields

You can move custom fields from one category to another:  

1. Scroll to the desired category, find the desired custom field, and click    Options > Move to Category. 
2. Select the category to move the field to.
   
    

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Reordering Categories and Fields

You can reorder categories to suit your needs:

 

1. Click and drag categories to be reordered as desired.
   
    
2. Click Save Order.
   
    

You can reorder field positions within categories:
 

1. Click and drag the fields within a category to be reordered as desired.
   
    
2. Click Save Order.
   
     

Related Answers

• Organizing and Reordering Custom Fields and Categories
• Creating Custom Fields
• Configuring Custom Fields for Accounts
• Creating Hidden Fields
• Passing Hidden Fields Through Lead Gen & CRM Forms