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Re: Organizing custom fields

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Ulyana_Avetisov
Level 2

Organizing custom fields

Hi there,

How can I create a new folder under field management to organize custom fields?

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Anonymous
Not applicable

Re: Organizing custom fields

I don;t believe this is possible, sorry

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4 REPLIES 4
Anonymous
Not applicable

Re: Organizing custom fields

I don;t believe this is possible, sorry

Ulyana_Avetisov
Level 2

Re: Organizing custom fields

Ok, thanks.

Frank_Breen2
Level 10

Re: Organizing custom fields

A good rule when creating custom fields is to name them in a similar group, for example all our custom fields start with "Marketing - ":

  • Marketing - Custom 1
  • Marketing - Custom 2
  • Marketing - Custom 3

This then groups them together both in the lead view and when you search for them, a handy trick.

Ulyana_Avetisov
Level 2

Re: Organizing custom fields

Ok, so just thinking through the naming conventions. Got it! Thanks