Organize Custom Fields Into Folders
complete
Q
Qen Marku
Ability to organize custom fields into it's different folders or "lead sheets"In my business there are multiple types of clients we serve and it would be helpful to separate custom fields with folders to keep things organized. Instead of having "additional info tab" within a contacts dashboard you have a dropdown box in which you can select whatever folder you would like to use for that lead. This can be done by allowing us to create a folder in settings>custom fields - then we can drop which custom fields we want into the correct folder.Example Attached: A simple dropdown menu allowing you to select the relevant folder. Something extra that would be great as well would be to add another tab named "checklists" where you can create different checklists with folders and have the same capability a dropdown box to select witch checklist you want.
HIGHLVL-I-3499
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C
Chase Crawford
Please allow us to delete or hide the default folders if we are not using them (like general info and additional info).
Core Platform
complete
W
Will Chapman
This would be a great feature for us because of the large amount of fields we require. Please consider this it will help a lot of people.
N
Nicole Purnell
There is another idea that already exists for this same thing.