Custom Fields
How to make the most of your contacts
Articles
- Managing Company FieldsHow to create, edit, and restore custom fields for contacts and companies.
- Customizing the Right Side Bar (Customer Profile)How to make the customer sidebar work best for you.
- Groove Custom Field OverviewGetting to know the Groove's Custom Fields.
- Managing Default FieldsHow to edit and delete default fields for contacts and companies.
- Managing Field CategoriesHow to create, edit, and delete field categories for contacts and companies.
- Updating Contacts and CompaniesHow to update contact and company fields on the customer profile.
- Default List of Excluded DomainsA list of all domains that are excluded from being automatically created as a company.
- Exclude Domains From Automatically Creating a CompanyHow to add domains to be excluded from being automatically created as a company.
- Updating Custom Fields Through The Groove WidgetAdd and update your Custom Fields through the Groove Widget