Custom Field Categories

Custom Field Categories allow you to group your Custom Fields into related categories. Fields in the same category will appear grouped together when editing the Jobs, Clients or Contacts to which they apply.

CentreCRM provides some common categories by default, which can be edited or deleted as required.

To find Custom Field Categories:

  1. Navigate to the Settings tab and click on Custom Field Categories under the Custom Fields section

Adding Field Categories

  1. Click Add Custom Field Category
  2. Fill in the title of the category
  3. Click Save

Editing Field Categories

  1. Click Edit on the category you wish to edit
  2. Change the category information as desired
  3. Click Save

Deleting Field Categories

  1. Click Delete on the category on the category you wish to delete
  2. Click OK on the confirmation box that appears