Knowledge Base

How to organize custom fields
Detail view

Field groups

Yssel Salas, November 2, 2023

Pipedrive comes with a highly customizable approach to managing your sales process. With field groups, you can keep all your custom fields organized to help you save time and focus on what really matters: growing your business.

How to organize custom fields

Note: This action is only available to users with the “Edit custom fields setup” permission enabled.

Go to Settings > Company > Data fields. Navigate to the field entity tab (lead/deal, person, organization, product or project) and click “Organize fields”.

Note: The “Organize fields” button will only be visible if there are custom fields created.

The organize fields modal will open. Here, you will see a list of the custom fields created for your entity.

Note: Contacts (persons and organizations) can have some default fields reordered.

Click + Field group” and choose a name for your new field group.

Once you’ve chosen a name, drag the desired fields into the group to get your fields in the detail view organized.

Note: The fields that are not added to a field group will remain ungrouped in the detail view. Empty groups are hidden in the detail view.

To rename, delete or reorder the fields within the group, click on (...) to open the organize fields modal.

Detail view

Once a field group is created, a block of fields will be added to the entity details in the detail view.

You can expand or collapse the entity details and field groups.

Note: Pinned fields are not supported in field groups.

The number next to the group name indicates the fields that contain information vs. the total of fields in that specific group.

If you have permissions, you can rename, reorder or delete the field group from the detail view. Click on (...) to open the organize fields modal.

Learn more about custom fields in this article.

Was this article helpful?



Related articles

Got any questions?

Contact us