Marketware Adds Ability to Organize Custom Fields Into Groups
We’re excited to announce our newest enhancement, giving you the ability organize custom fields into groups. You will now be able to take any of your custom fields and group them together, to quickly see and interact with the fields that are most important to you.
Previously, all custom fields were shown in one long list when viewed on records. Now, custom field groups give you the flexibility to organize any of your custom fields by team, department or any other way you’d like. You can also assign an order to the groups, this way the most important data will reside higher on the list.
How Custom Field Groups Work
Create a Group
Custom field groups can be created and referenced in a new list, added to the existing custom fields section in account settings. Here, you can to add, name and arrange each of your groups in order of preference.
Add Custom Fields to a Group
Once groups have been added, you’ll be able to select one of those groups for each of your custom fields in the list above. Custom field groups will be added to the “Group” column on the list of custom fields, so you can review and sort the list by any group.
View Custom Field Groups in Assigned Records
Each group of custom fields will be visible in their own cards when viewing any of the assigned records (People, Places, or Practice Opportunities). Any custom fields without a group will still be visible like they were before in the default custom field card.