You can read this article or scroll to the bottom to watch the recorded video.
Custom field categories allow you to group your custom fields into labeled sections, making them easier to visually absorb and faster to find. This is especially useful if you have a large number of custom fields.
Examples of how you might group fields:
Fields related to a specific signup form
Prospecting vs. account-related fields
Business vs. personal contact details
Viewing Custom Fields Without Categories
Before creating categories, all fields appear under the default Core Fields category. This can make it harder to locate specific information if you have many fields.
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Creating Custom Field Categories
Go to Settings (bottom left of the sidebar).
Under Account, click Customize.
You can also access this from CRM Settings.
On the Fields card, choose the CRM item you want to categorize (e.g., Contact Fields, Account Fields, or Opportunity Fields).
Click Manage Categories.
Click Create New Category, give it a name, and click Create.
Use the arrows to set the display order of your categories.
Click OK when finished.
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Moving Existing Fields Into a Category
On the Custom Fields page, locate the field you want to move.
In the Category dropdown for that field, choose the new category.
Repeat for other fields you want to move.
Notes:
Fields update instantly when you select a new category.
You can drag and drop fields to reorder them within the same category.
You cannot drag and drop a field into a different category — use the dropdown for that.
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Assigning Categories to New Fields As You Are Creating Them
When creating a new custom field:
Click Create New Field.
Use the Category dropdown to assign the field to an existing category.
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Viewing Categories on a Contact Record
On a contact record, categories appear as expandable and collapsible sections.
The system remembers their last state — if you collapse a category and refresh, it will remain collapsed.
This helps keep contact records tidy and focused on the information you need most often.
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Watch the training video below:
Transcript
Transcript
00:00:00
Drew Ross: Hey everybody, my name is Drew and today we're going to talk about custom field categories. So, custom field categories are designed to let you better organize your custom fields so that they're easier to visually absorb and quicker to find what you're what information you're looking for. And so, you can group your custom fields using this in any way that makes sense for your workflow. So, as examples, you might have a signup form that uses custom fields. So, you can create a category that will just group all of these custom fields together so that they all make sense on a contact record. Um, other things you might consider would be uh prospecting type fields versus account fields or uh business fields versus just personal contact information uh fields. So, just a few ideas right there, but you could really make of it whatever you like. Um, also just note that this is the kind of thing that is going to be particularly useful for people who use lots of custom fields. So if you're only using a handful of custom fields or you're not using them at all, this may or may not be especially useful for you.
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Drew Ross: So, let's take a look at it because this is the kind of thing that's actually quite simple to set up and it's kind of just a do once and you're probably going to be done with it uh kind of a task. So, first of all, I'm going to show you what contacts look like that don't have this. So, we're looking on a contact record and then here are the custom fields. It says core fields right there. That's basically just the default category for custom fields. Uh, and you may or may not see this as well on the uh on the contact record. It might just all be under custom fields. So, let's take a look at what like like how you can set up these custom uh custom field categories. So, we're going to go to the settings page which is in the bottom left of the sidebar. You can then go under account and click on customize. The same customize field uh or or button can also be found under your CRM settings.
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Drew Ross: It'll take you to the same place, though. We're going to look at the fields card right here, and we're going to choose contact fields for this example, but you are able to do this for account and opportunity fields as well. And we're looking at all of our existing custom fields. You can see this button right here that says manage categories. Click on that and create new category right here. So, we're going to name our new category here. We're going to call it signup form fields because that's going to be the example here. We're going to pretend that we have a signup form and we just want to group those fields that are part of the signup form. So, we're going to hit the create button. Once we're done, you're able to reorder these as well. So, it can be in whichever order you would like. When you're done, hit okay. And there we go. Now, we can see we've got our core fields right up here, as well as our signup form fields here.
00:04:12
Drew Ross: But there's no custom fields in this category because we haven't added them yet. So, this is something you need to do. And so we're going to find our fields. I think we're going to just do these four right here at the very bottom. So you find the field that you want to change uh category for. And then you go off to the right and you can see this drop down here that says core fields. Click on that. And in this case, we're going to choose the new category that we want to go into, which is signup form category. As you can see, once I selected the new category for that field, the field was instantly added over to the new category signup form. Just going to do this a couple more times. And there we go. We have now grouped a whole bunch of fields all based on different categories. And we can still choose what order we want these to be in based on just dragging and dropping them.
00:05:16
Drew Ross: Just know that you can't drag and drop fields from one category to another. You can only drag and drop them within a single category. All right. Also, when you are making a new custom field, we're going to select one right here. you're able to categorize your custom field upon creating it. So, as you can see here, creating a new custom field, there's this category dropdown right here, and we can select different categories right there. Now, let's check our work. We're going to click on contacts and go into that example contact that we were looking at earlier. And there we go. We now have under custom fields our core fields as well as our signup form fields and uh things are a little bit tidier now. Also, there's a cool added bonus here, too, where, as you can see, these are both expandable and collapsible, which also gives us an opportunity to kind of tighten up the display on our contact records. And the system will simply remember what the way you left it last. So, let's say in this example that this these sign up form fields here, they aren't really something that we need to be able to just see at a glance going forward. So, I've just collapsed them. And then when I refresh the page, they stay collapsed. So, it just kind of tightens up the information that we are seeing on the contact record. All right. So, that's about it.