Organizing Custom Fields into Folders

Organizing Custom Fields in Your Account

Updated: September 10, 2024

Reviewing the Existing Custom Fields

1. Navigate to Settings in the menu pane and then Custom Fields.
2. In the first tab, All Fields, you will see all the Custom Fields that have been created for your account.
3. Familiarize yourself with the different fields listed.
   
   

Creating 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. You can then drag and drop the folders to create the desired order.

Organizing Custom Fields into Folders

1. Click on the first tab called All Fields.

2. Locate the custom field you wish to organize.

3. Check the box next to the custom field name. (You may select multiple fields at one time if they will be moving to the same folder.)

4. Select the Bulk Actions at the top and then select Move to Group.

5. Select the desired folder from the available options in the dropdown.

6. Click Move to complete the move into the selected folder.