Custom field categories group your custom fields into labeled sections on the Fields page and on each record, such as the fields from one sign up form or your prospecting fields. Until you create a category, every custom field sits in the default Core Fields category.
How to Create a Custom Field Category
You can also open the Fields page by clicking CRM in the left sidebar, then Customize.
Click the gear icon in the bottom-left navigation.
Click Customize under the Account section.
On the Customize Your CRM Setup page, expand the object you want to manage (Contact, Opportunity, or Account).
Click Fields.
Click Manage Categories.
Type a name in the Create New Category box.
Click Create.
Drag the categories into the order you want them to display.
Click Ok.
How to Move a Custom Field Into a Category
On the Custom Fields tab, find the field you want to move.
Select the new category from the category dropdown on the field's row.
The field moves as soon as you select the category. You can drag fields to reorder them within a category. To move a field to a different category, use the dropdown.
How to Assign a Category When You Create a Field
On the Fields page, click Create Custom Field.
Select a field type from the dropdown.
Select a category from the Category dropdown.
Click Save.
The Category dropdown appears once your account has at least one category.
How Categories Appear on a Contact Record
On a contact record, each category is a section you can expand or collapse. VipeCloud remembers the state you leave it in, so a collapsed category stays collapsed after you refresh. A category with no fields to show doesn't appear on the record.
How to Set Who Can See a Category
On the Custom Fields tab, click Manage Categories.
Click the pencil icon on the category you want to change.
Choose an option under Category Visibility.
Click Save Changes.
Fields set to Inherit from category follow the category's setting, so you can hide a whole section of fields for some users by changing one setting instead of editing each field. A field's own visibility setting takes precedence over its category's. For how each visibility option works, see Custom Fields 101.
How to Choose Where a Category Displays on the Record
On the Custom Fields tab, click Manage Categories.
Click the pencil icon on the category you want to change.
Select an option from the Display On Item Records In dropdown.
Click Save Changes.
Display options:
Custom Fields card - the category's fields stay grouped in the Custom Fields area of the record. This is the default.
Details card - every field in the category moves into the Details card, alongside the standard fields.
On the Custom Fields tab, each category header shows where it displays, such as "Displays in: Details". A single field can also be moved to the Details card without its category. See Custom Fields 101.
Key Notes
Every custom field belongs to a category. Fields you haven't assigned stay in Core Fields.
A category's visibility and its display location are separate settings. One controls who sees the fields, the other controls where they appear.
A category with no fields to show is hidden on the record.