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Organizing and Reordering Custom Fields and Categories

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Nik Schultz
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Sometimes, it can be helpful to group specific fields together, as well as order them for ease of use.

SharpSpring allows you to reorder and categorize your custom fields.

This article will detail how to organize custom fields.


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Creating Custom Categories

To create custom categories, do the following:

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


Click to enlarge.


Moving Custom Fields

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

  1. In SharpSpring's top toolbar, click
    user.png  User Settings > Settings.
  2. In the left panel, under Features, click Custom Fields.
  3. Scroll to the Uncategorized category.
  4. Locate the desired custom field.
  5. Click  cog.png  Options > Move to Category.
  6. Select the category to move the field to.
  


Click to enlarge.


Reordering Categories

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

  1. In SharpSpring's top toolbar, click
    user.png  User Settings > Settings.
  2. In the left panel, under Features, click Custom Fields.
  3. Click-and-drag categories to reorder as desired.
  4. Click Save Category Order.
  


Click to enlarge.


Reordering Fields

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

  1. In SharpSpring's top toolbar, click
    user.png  User Settings > Settings.
  2. In the left panel, under Features, click Custom Fields.
  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.

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