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Custom Field Groups

Maria Herrell
Updated 1 year ago

Custom Field Groups allow you to group related fields together to maintain organization and help with efficiency.  Custom field groups will appear in a few places around Pipeline such as on profile pages, when choosing columns to add/remove from a list view, and when customizing the new person/deal/company form. 

Profile Pages  

Once custom field groups are created, they will appear as tiles of fields on profile pages. The tiles can be moved by clicking Actions -> Edit Layout. Once the editing mode is active you can click and drag the intersecting arrows in the upper left-hand corner of each tile. 

List View Column Manager

Custom field groups can allow you to find the correct field quickly when adding columns into a list view. The group names will appear with the option to expand the group by clicking on the name. The fields will appear and you will be able to add them into the list view. 

Add/Edit Form Customization

When you add new people, deals or companies, the custom field groups that you have created will be shown. If you chose to hide certain custom field groups, they will be condensed at the bottom of the list. The visible custom field groups will appear open. 


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