Create Custom Folders

Learn to create a custom folder.

Updated: September 10, 2024

1. Go to the Settings option in the menu panel and select Custom Fields.
2. In the first tab, All Fields, you will see all the Custom Fields that have been created for your account.  Familiarize yourself with the different fields listed.
3. Click on Folders tab to view all the custom folders in the account. Select the folder to view the fields that are associated with it. This will help you understand which specific data or information is stored within that specific folder.

Creating Custom Folders

1. Click on the second tab called Folders. If you haven't created any folders yet, you can view the existing folders in your account (Contact, General Info, Additional Info)

2. To create a new folder, click on Add Folder.

3. Enter in a folder name and click Save.

4. If desired, you can adjust the order in which the folders appear on the contact card. Look for three horizontal lines or a similar icon next to the folder name. Click and hold this icon, then drag the folder to the desired position. (You can also repeat this process for the specific custom fields within each folder.)