Dynamic Custom Fields / Folders based on Smart Lists or Tags (Conditional Contact Views)
A
Amanda Azzopardi
Right now, all Custom Fields live globally inside a contact record.
If an agency runs multiple lead sources or distinct business divisions in one sub-account (e.g., Facebook leads vs. Instagram leads, or Real Estate vs. Mortgage), the contact UI becomes incredibly cluttered.
Opening a contact record forces users to scroll through dozens of irrelevant, empty fields meant for a completely different lead list. It slows down workflows and causes manual data entry mistakes.
The Solution / Request:
Allow Custom Fields (or Custom Field Folders) to have conditional visibility based on Smart List membership or Tags.
For example: If a contact belongs to a "Facebook Leads" Smart List, only specific custom fields assigned to Facebook should show up on that contact's profile. If they are moved to an "Instagram" list, the UI should dynamically update to show Instagram-specific fields.
Why this matters:
This will drastically keep the contact interface clean for users, make data entry faster, and stop data pollution across different lead types without requiring users to jump between multiple custom tabs manually.
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