Custom Field Categories
Organize custom fields by category to display relevant data for each contact based on their circle affiliations.
What are Custom Field Categories?
Custom Field Categories let you control which Custom Fields display on the Contact Dashboard for specific contacts.
Consider a law practice handling multiple practice areas. A drunk driving case might require one set of data points, while a trademark matter needs completely different information. Custom Field Categories (or CF Categories) organize your custom fields so the right ones appear for each client based on their needs.
Learn more about Custom Fields
Note: Custom Field Categories currently work only with CRM Contact, CRM Public Company, and CRM Private Company custom fields.
How It Works
Custom Field Categories help determine which Custom Fields appear for individual contacts. Here’s the process:
- Set up a CF Category
- Create a Custom Field and link it to that CF Category
- Connect the CF Category to one or more Circles
- The Custom Field displays on a contact’s Dashboard only if that contact belongs to an affiliated Circle
Setting Up Custom Field Categories
Go to Flyout Menu > Content Settings.
Select Custom Field.
Click the + Add Category - Custom Fields button.
Enter a name for your CF Category. Choose a custom color or use the default—then click Add. (Colors help identify categories visually but don’t affect functionality.)
Your new category now appears on the Manage Categories screen.
Creating a Custom Field with a CF Category
Go to Flyout Menu > Custom Fields (you can also create custom fields directly in Kickoff and Update Forms).
Click + ADD CUSTOM FIELD.
When creating a Custom Field for CRM Contact, you’ll see options to assign one or more CF Categories.
If you assign multiple categories, a toggle appears labeled Require all categories to be assigned for this field to show. This is ON by default.
Multiple Category Requirements
If enabled: A contact must be associated with ALL assigned categories (via Circle membership) for the field to display.
If disabled: A contact needs to be associated with ANY of the assigned categories (via Circle membership) for the field to display.
After making your selections, click Add.
Your assigned CF Categories appear in the Categories column.
Linking a CF Category to Circles
Go to CRM > Circles and select the Circle you want to configure.
Below the Included in section, you’ll find an Assign CF Categories button. Click it to make assignments.
When you link a CF Category to a Circle, the platform shows the associated Custom Fields on the Dashboard for any contact that belongs to that Circle.
Verifying Custom Field Visibility
Visit the Dashboard for a contact that belongs to the Circle you just configured. Confirm the correct Custom Fields appear.