Organizing and Reordering Custom Fields and Categories

Article Contents

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

You can create custom categories as necessary.

To create custom categories, do the following:

1. Click    User Menu > Settings in SharpSpring's top toolbar.
2. Click Custom Fields, located under Features in the left panel.
3. Scroll to the Uncategorized section.
4. Locate the desired custom field.
5. Click    Options > Move to Category.
6. Click + New Category.
7. Enter a name for the new custom field category. 
8. Click Create Category.

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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 SharpSpring's top toolbar.
2. Click Custom Fields, located under Features in the left panel.
3. Scroll to the desired category.
4. Optional, if needed click on the folder next to the Category Name to see all custom fields.
5. Locate the desired custom field.
6. Click    Options > Move to Category.
7. Select the category to move the field to.

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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 SharpSpring's top toolbar.
2. Click Custom Fields, located under Features in the left panel.
3. Click-and-drag categories to reorder as desired.
4. Click Save Category Order.

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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 SharpSpring's top toolbar.
2. Click Custom Fields, located under Features in the left panel.
3. Click a desired category.
4. Click-and-drag fields within the category to reorder as desired.
5. Click Save Field Order.

Click to enlarge.