Organise your client fields with Custom Field Groups

March 10, 2022

If you find yourself using endless client fields to keep tabs of all of your client information, it can become difficult to find what you're actually looking for amongst the forest of fields.

We recognised that having so many fields to sift through on your workspace can make for unnecessary clutter, so we've introduced Custom Field Groups to allow you to better organise your space. Less mess = less stress.

Custom field groups are super easy to set up from your settings tab. In the below video we'll talk through how to add custom field groups, how to assign fields to a group and how we like to use groups to structure our example space.

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