Custom Fields in Groove have been built to be core to all our products. It provides you with immediately relevant context right next to every email conversation, live chat conversation, or any conversation you might have through Facebook or Twitter. You have complete control over what it is you want to see by adding in any number of custom fields or field categories, and then being able to customize how all of that looks alongside your conversations by moving those fields and categories around or simply hiding them.
Companies are a first-class citizen too: Associate any number of contacts with a company, and see at a glance all their company information. And to take the grunt work out of this, Groove intelligently creates new contacts and companies based on incoming messages so that you're off to a flying start.
Below we'll take you through a few of the core features of the Custom Fields.
The sidebar in the inbox shows all the information that you've collected about the conversation's contact. It shows all the fields (both default and custom) grouped in their categories; for more on both these concepts see below. The goal of the sidebar is to provide you with as much relevant information as possible, and in order to achieve that it is completely customizable in terms of what you want to see.
Read more about the sidebar: Customizing the Sidebar.
Custom fields allow you to add any number of fields with different types (e.g. text or numbers) to both contacts and companies. These custom fields will show up together with the default field right in the sidebar, and can be recorded, hidden, or edited right from there too.
Read more about fields: Managing Default Fields and Managing Custom fields.
To organize both your default fields and your custom fields you can group them in categories. Similar to fields, we create a few categories by default when your account is created, but you're free to edit these and add in as many other field categories as you'd like.
Read more about field categories: Managing Field Categories.
We automatically create companies for newly created contacts based on their email address. We ignore common domains such as "gmail.com", but in case any domain slips through that you'd like to exclude you can easily add any number of additional domains.
Read more about excluded domains: Managing Excluded Domains.