The Groove CRM allows you to create any number of custom fields for both your contacts and your companies. However, for organization purposes, it's often recommended to group these fields in certain categories. When creating an account with Groove we set up a few categories by default, but you can freely edit or remove these or add new ones yourself. Other than the object you're creating the field category for there's no difference in how they work or how it's done, so below you'll find instructions for both contacts and companies combined.

For managing the fields see Managing Custom Fields.

Adding a Field Category

To add a field category, go to the CRM settings and then to either the Contact fields or Company fields tab. There, click the button in the top right of the page saying Create new category. A modal will show up, asking you to fill in a few fields.

  • Category name
    The name of the category that you will see in the sidebar.
  • Category key
    The key for the field, used as an immutable identifier. This can't be edited once the field is created.

Click Create category, and you're all set!

Editing a Field Category

To add a field category, go to the CRM settings and then to either the Contact fields or Company fields tab. There, look for the category that you want to edit, and click the button in the top right of the table saying Edit category.

You are only able to update the "Category name" field.

Deleting a Field Category

To add a field category, go to the CRM settings and then to either the Contact fields or Company fields tab. There, look for the category that you want to edit, and click the button in the top right of the table saying Edit category. In the bottom of the modal you'll find a button saying Delete category, leading you to another screen in the modal to confirm.

Before being able to delete a field category, you'll need to either move all fields in it to another category or delete the fields as well. Deleting a field category is permanent and can't be undone.