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Custom Field Groups

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Joss Rodriguez
Updated 1 week ago
Tired of hunting for the right field? Custom Field Groups in Pipeline CRM let you organize related fields together, so your data stays tidy and your workflow stays smooth. With field groups, you can breeze through profile pages, list views, and form customizations without breaking a sweat.

What Are Custom Field Groups?

Custom Field Groups are collections of related fields that appear together in various parts of Pipeline CRM.

Why use them?
  • Stay organized: Group similar fields for easy access.
  • Save time: Quickly find and manage fields where you need them.
  • Customize your experience: Tailor profile pages and forms to fit your workflow.

Where Do Custom Field Groups Appear?

1. Profile Pages
  • Field groups display as tiles on profile pages.
  • To rearrange tiles:
    1. Click Actions in the top right corner > Edit Layout.
    2. In editing mode, drag the intersecting arrows in the upper left corner of a tile to move it.

2. List View Column Manager
  • Field groups help you quickly locate fields when adding columns to a list view.
  • Click the group name to expand and view its fields.
  • Add fields to your list view with just a few clicks.

3. Add/Edit Form Customization
  • When creating or editing people, deals, or companies, your custom field groups appear in the form.
  • Hidden field groups are condensed at the bottom.
  • Visible groups appear open for easy access.
Pro Tip: Use clear group names and only include fields that truly belong together. This keeps your workspace clean and your team on the same page.

If you have any questions or run into any trouble, reach out to our support team at [email protected].
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