Custom Fields & Groups - How To Customer the Group
Hi, hoping someone can shed some light on this as I can’t find a solution.
I’ve created a large number of custom fields which I have allocated to groups e.g. Checklist A, Checklist B etc. My issue is for some contact records Checklist A will be relevant, for others Checklist B and for others again both.
I have allocated the Groups to only apply to certain Lists, so therefore I can start to segment where these custom fields and groups appear BUT a number of questions:
Whilst the custom fields only appear when a contact is in the relevant List, the Group (i.e. the heading) still appears irrespective - just empty if the contact isn’t in a List. This means that irrelevant Group headings are still appearing which is confusing and a lot of clutter. Is there any way around this?
Is there a setting that enables me to COLLAPSE all Groups of fields, so that the contact record looks a little more orderly?
Thanks in advance! Shari
- 2.8K All Categories
- 3 Getting Started
- 389 General
- 468 Email Marketing
- 743 Marketing Automation
- 18 Digital Marketing
- 147 Deals & CRM
- 201 Releases and Announcements
- 32 New features
- 14 Announcements
- 127 New content
- 10 Latest integrations
- 2 Remembering Z
- 583 Developers
- 241 Integrations
- 6 Early Access - Forms (Closed)
- 34 Early Access - Contact & Deal Management (Closed)
- 11 Early Access - Gmail App (Closed)
- 11 Early Access - Shopify & Site Messaging (Closed)