Ability to Organize Custom Fields in contact and opportunity records.
under review
J
Jeff Moore
Currently when we create custom fields there is no way to organize or group them. This would be beneficial in both the contact record and also the opportunities. Being able to create a group and include different custom fields would solve this for a lot of my clients that depend on custom fields. It would also just be a much cleaner presentation.
Real Life Example: A client sells to different customers. Govt Sales require a different workflow with several dates that need to be recorded and tracked. Being able to group these and not just be random through the opportunities custom fields would not just be cleaner but also much easier to track the important data and adhere to the SOP.
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Gabriel Tsoi
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under review
Thanks so much for the feedback and for sharing the real-life example! The context is really helpful. We’ll review this and take it into consideration as we continue improving how custom fields are organized, including exploring better grouping options beyond a single “Custom Fields” group and as we work on upcoming mass configuration capabilities.