Custom Field Groups

Custom Field Groups all you to organize custom fields throughout your account to help you work more efficient during the day and help you sleep better at night knowing your data is organized.

Profile Pages  

Get organized and group your custom fields and move those groups anywhere on your profile for quick visibility and action. All Custom Filed Group modules can be moved on any record profile page.

List view column manager

The list view column manager sorts and filters on the custom fields (and groups) that are most relevant to your reporting for that list


Add/Edit Form Customization

When you add new people, deals or companies, you will find one-off fields by using custom field groups as found in list view column manager



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