Custom Fields & Groups - How To Customer the Group

edited August 2020 in Deals & CRM

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:

  1. 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?

  2. 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

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