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Organizing and Reordering Custom Fields and Categories

Article: 000050350
Updated: November 6, 2023

For ease of use and organization, it can be helpful to group custom fields together as you customize your account and gather contacts. In your Lead Gen & CRM account, you can create categories for custom fields and order them in any way you wish.

 
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Creating Custom Categories

You can create custom categories as necessary to group custom fields together.

To create custom categories, do the following:

  1. Click  13personas.png  User Menu > Settings in the top toolbar.

    Settings

     

  2. Click Custom Fields, which is located under Features in the left panel.

    Creating_Custom_Categories_2.png

     
  3. Scroll to the Uncategorized section, find the desired custom field, and click  cog.png  Options > Move to Category.
  4. Click + New Category.

    Creating_Custom_Categories_3-4.png

     
  5. Enter a name for the new custom field category and click Create Category.

    Creating_Custom_Categories_5.png


Moving Custom Fields

You can move custom fields from one category into another.

To move custom fields into different categories, do the following:

  1. Click  13personas.png  User Menu > Settings in the top toolbar.

    Settings

     

  2. Click Custom Fields, which is located under Features in the left panel.

    Moving_Custom_Categories_2.png
  3. Scroll to the desired category, find the desired custom field, and click  cog.png  Options > Move to Category. Note: To see more custom fields, click on the folder next to the Category Name.
  4. Select the category to move the field to.

    Moving_Custom_Categories_3-4.png


Reordering Categories and Fields

Reordering Categories

You can reorder categories to suit your needs.

To reorder category positions in the Custom Field Manager, do the following:

  1. Click  13personas.png  User Menu > Settings in the top toolbar.

    Settings

     

  2. Click Custom Fields, which is located under Features in the left panel.

    Reordering_Categories_2.png

     
  3. Click-and-drag categories to be reordered as desired.
  4. Click Save Category Order.

    Reordering_Categories_3-4.png


Reordering Fields

You can reorder field positions within categories.

To reorder field positions within categories in the Custom Field Manager, do the following:

  1. Click  13personas.png  User Menu > Settings in the top toolbar.

    Settings

     

  2. Click Custom Fields, which is located under Features in the left panel.

    Reordering_Fields_2.png

     
  3. Click the category with fields you would like to rearrange.
  4. Click-and-drag the fields within a category to be reordered as desired.
  5. Click Save Field Order.

    Reordering_Fields_3-4-5.png
 


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