Renaming Existing Custom Field Folders
upcoming
C
Christopher Tollette
We can not rename the standard custom field folders (i.e. Contact, Additional Info, General Info)
Currently I am having to create new folders (i.e. Homeowner Info, Summary, Proposal Notes)
in order to have it labeled the way I want. Even in doing this my clients still see the standard folders, even though there is no custom fields inside them anymore.
I think if we could change the names of the standard folders, it would be a great way to allow us to customize our sub-accounts specific to our niches (i.e. solar, realtor, etc.)
Would be nice to see this done.
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P
Pallavi Kothari
Merged in a post:
Ability to rename all fields
B
Brady Bell
I'd like the ability to rename all fields, including the default ones. It locks us out from renaming the default fields.
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S
Sales & Marketing
Merged in a post:
Additional Custom Fields for the "Contact" Section
L
Lillian Hyde
It would be nice to be able to input additional custom fields to the "Contact" section, such as:Middle NameSir NameHome PhoneWork Phoneetc.These fields are often important fields on my clients' import lists, and they would like for this info to show up in the same place as the rest of the contact info.
HIGHLVL-I-4092
S
Sales & Marketing
Merged in a post:
Allow Editing of Default Field Folders
J
Justin Showers
Custom Field settings has default folders called "Contact", "General Info", and "Additional Info"... but we can't rename or delete those 3 default folders.
Please give us total control over Folders, including what folders are present and what they are named.
P
Pallavi Kothari
Merged in a post:
Ability to customize "Contact" "General Info" and "Additional Info" folders
A
Ali Turner
We've now gotten the ability to organize custom fields more thoroughly by creating folders - great. What we need now is the ability to delete or rename the standard/default folders for Contact, General Info, and Additional Info. They're just too vague and weird. We should be able to edit those just as well as we can create new folders. ALSO should be able to show Opportunity CFs on the contact view page.
P
Pallavi Kothari
Merged in a post:
Ability to delete & rename OEM Custom Field Folders
B
Brady Bell
Currently we cannot delete or rename custom field folders. We should be able to rename these or delete them to our liking. Currently if we've moved fields to other places and there is nothing in the folder, it still shows under the contact. If we could delete them it would clean that up a bit.
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D
Danny Pettiona
Also having the ability to hide items on the contact card. For example, if I am not running any memberships - hide offers.
Or, if you never need the DOB of the customer, hide it.
R
Robert World
I don't know if this is also addressed somewhere else, but I agree. We should have the ability to delete folders. Maybe show an extra confirmation message, saying that deleting this default folder may affect workflows or some functionality?
B
B Das
Definitely support Opp CFs on lead forms. Just makes sense given the purpose of the form! I assume if a contact entered another lead form, the original data will be overwritten.
Example: on a lead form we capture a particular interest via checkbox. If they come back and are interested in another category, the original interest will be lost? Seems the field should be per Opp, not per Contact given it's Opp specific.
Hope this makes sense.
D
David Goes
I agree good idea
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