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.
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.
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.
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.
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.
Category-Level Visibility
Custom field categories have their own visibility setting. Individual fields set to Inherit from Category will automatically follow the category-level rule, so you can hide an entire section of fields for certain users by adjusting one setting instead of editing each field individually.
For full details on how visibility settings work, see Custom Fields 101.