Custom Fields Grouping/Management
under review
P
Peter Michael
Ability to organize and manage custom fields for contacts, forms, & surveysWhen you're creating forms, or surveys, give us the ability to manage them either on the form/survey level and take them out of custom fields under the additional info inside of the contact.More flexibility and grouping/categories under Contact's Additional Info for fields. Something similar to folders that are already rolled out for triggers, and campaigns
HIGHLVL-I-1441
B
Ben Henkel
they ability to rearrange these custom fields at both the sub account and the contact level would be very useful. drag and drop!
K
Keith Lemay
Also please let us rearrange the order in which they show up on the sidebar. Sometimes we add customer fields but then forget or add them in the wrong order and then things are all over the place.
N
Nagui Bihelek
Instead of having everything under Contact or Opportunity, maybe we can have a group for Forms and Surveys so they don’t clutter up the contact’s fields, but have the ability to view the form or survey which the contact completed as a separate option.
J
Jack Brandt
I agree with this. It would allow a team to create all their fields in bulk and then organize them appropriately later... Or move fields on the fly from one category folder to another as the client evolves, scales, etc.
R
Rebecca Holka
Yes!!
R
Rob Ellis
With the advent of integration and Zapier commands to be easily updated to a client through a snapshot. Custom fields are the go to solution in the Zap. If I can put them in a folder for the client they can customize or personalize the zap without breaking it.
M
Matthew King
I'm not sure if our ideas are the same, but I wanted to put this here...to see if we are thinking the same thing: https://ideas.gohighlevel.com/crm/p/i-need-to-capability-to-group-and-associate-custom-fields-into-a-table-view-or-l
Core Platform
under review
C
Cesar Cabrera
Please add capability to have custom fields for contact, opportunities and forms and ability to group them. They become unmanageable under contact only
M
Michael Falciglia
I'm really surprised this is not available, seems like its already built in, just the permissions to create them on the agency/location level are not available, because why else is "contact" on the dropdown? Seems like there is no point in making that an option when there are no other possible options.
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