Custom Fields

Managing Company Fields

How 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 Overview

Getting to know the Groove's Custom Fields.

Managing Default Fields

How to edit and delete default fields for contacts and companies.

Managing Field Categories

How to create, edit, and delete field categories for contacts and companies.

Updating Contacts and Companies

How to update contact and company fields on the customer profile.

Default List of Excluded Domains

A list of all domains that are excluded from being automatically created as a company.

Exclude Domains From Automatically Creating a Company

How to add domains to be excluded from being automatically created as a company.

Updating Custom Fields Through The Groove Widget

Add and update your Custom Fields through the Groove Widget