Organizing and Reordering Custom Fields and Categories

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.

This article will provide information about different ways to organize custom fields.

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Article Contents

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

Available With:

Trial	✓
Essential	✓
Advanced	✓
Ultimate	✓

Toolbar:

Settings

Users:

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

Creating Custom Categories

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

To create custom categories, do the following:

1. Click    User Menu > Settings in the top toolbar.
   
   

   Click to enlarge.

2. Click Custom Fields, which is located under Features in the left panel.
   
   
   
   
3. Scroll to the Uncategorized section, 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 Create Category.
   
   

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    User Menu > Settings in the top toolbar.
   
   

   Click to enlarge.

2. Click Custom Fields, which is located under Features in the left panel.
   
   
3. Scroll to the desired category, find the desired custom field, and click    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.
   
   

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    User Menu > Settings in the top toolbar.
   
   

   Click to enlarge.

2. Click Custom Fields, which is located under Features in the left panel.
   
   
   
   
3. Click-and-drag categories to be reordered as desired.
4. Click Save Category Order.
   
   

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    User Menu > Settings in the top toolbar.
   
   

   Click to enlarge.

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