Arranging Custom Fields
1. Click Into Tools & Settings
- Located at the top right of your screen by clicking on your name
- Click on the Customization tab on your left, and select Custom Fields
2. Arrange Custom Fields
- You can have your custom fields fall under multiple headers, or under one header
- If you choose to have them all under one header, you would want to make sure that all custom fields are under the same block
- For example, the Client record Primary field block has all custom fields listed
- Therefore they will all fall under the first item listed under Custom Fields, in this case the first item is 'Client Items'
- Usually you want the first custom field to have the type Heading, so it's larger than the rest of the custom fields in the record
- See how in the client record, the 'Client Items' Heading field is larger than the rest
- To rearrange custom fields, you can drag and drop them above or below each other
- If you want to have multiple headings, you could create a custom field with the Type 'Heading' under the Secondary Field Block
- You can then view the Secondary custom field heading 'Client Success Items' below the Primary custom field heading 'Client Items'
- If you want the Secondary Custom Field Block to be above the Primary, you can rearrange these under Layout Designer
- Click back into Tools & Settings
- Select the Customization tab and Layout Designer
- Locate the Custom Field Block 2, and move it above Custom Field Block 1
- You can then view how this rearranged the custom fields layout in the client record
Keywords: Arrange custom fields; move custom fields; custom fields