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hello vipers

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let's talk about pipe cloud's latest

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feature allowing you to customize your

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experience in the system and this is

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sortable fields and

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create cards for standard fields and

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custom fields and so this will make it

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easier for you to organize data in a way

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that makes sense for your workflows and

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services what matters most for you at a

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glance

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and so to show you what we're talking

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about here go to the it's add item to

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add a new contact

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and what's going to be customizable here

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is your ability to determine where it is

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that fields display on this create

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contact card

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and which sections they appear in so

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let's say that there are some custom

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fields that you

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frequently use you're always using when

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you're adding a new contact and it would

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be helpful to be able to just have them

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all in a particular order

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up higher under the basic fields

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additionally there are you got the basic

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fields and additional standard fields

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and there's a lot of information here

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that can be also very critical to every

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single time you're creating a contact

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you want to have it

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nice and easily surfaced and in a

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particularly like logical order and now

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you can do just that

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uh plus these

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standard fields are now sortable on the

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contact record as well and that's

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something i'll be showing you in a

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second

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so how to do this

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first you want to go to the get started

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page under setup right here

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which is where i am right now and then

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you can go to customizations

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and all this is found under fields

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by the way all of this applies to

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contacts accounts and opportunities

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though i'm just going to be talking

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about contacts right now because it all

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applies equally across the the different

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uh item types

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so let's go to custom

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we have our two custom fields that we

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want to

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have ordered much higher on the contact

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create

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so what we can do is uh well first of

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all you can see where these are going to

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appear based on this right here create

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card these are both

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custom

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hit the pencil icon to edit

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and then we can tweak this over

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to basic

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and also just to note

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and this is actually not a change in the

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system is that you can always

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set uh this as required and actually

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that's going to by default

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bump that up into the basic section

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because uh by definition when a field is

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required and you are needing to add that

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information every time you create a

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contact it just makes sense for it to be

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easily visible

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but for right now we're going to do this

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and so to quickly check head over here

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go to contact and there we go

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now these two custom fields are sorted

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under basic fields

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now we're going to go take our

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mobile phone field

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and make that add that to the basic

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create card

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and i'm also going to demonstrate how

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these standard fields are now sortable

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so let's move that mobile phone

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up between last name and email

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we can go right here here

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contact and there we go

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the mobile phone is now listed right

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there

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and

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let's add a new contact here

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just gotta create quickly create a dummy

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contact here let's create and go to

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and there we go

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now this mobile phone is listed in a

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different order than it would have been

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by default

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and these custom fields are still where

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they are

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so this doesn't necessarily change the

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custom fields being displayed up in

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the uh the details section up here

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but it makes them nice and easy to add

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in an order that is logical for uh for

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your particular use case

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and also both of these sections are now

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sortable from

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within so

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we'd love to hear any feedback that you

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have about this let me know if you have

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any questions about this

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and happy selling