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 SharpSpring 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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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:
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Moving Custom Fields
You can move custom fields from one category into another. To move custom fields into different categories, do the following:
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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:
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Reordering Fields
You can reorder field positions within categories. To reorder field positions within categories in the Custom Field Manager, do the following:
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