Managing Custom Field Sets | Groopt

Managing Custom Field Sets

How do I create, edit and manage Custom Field Sets?

Navigate to your Custom Field Set Settings by following these steps:

  • Click the cog-wheel next to your organization name 
  • Click the icon to open the Custom Field Sets Settings

Adding a Custom Field Set

  • Click "New" to open the Custom Field Set builder
  • Assign your new Field Set to Contacts, Groups or both
  • Click the (+) button to add fields 

Editing a Custom Field Set

  • Select a Custom Field Set and click the eyeball icon to open the Custom Field Set builder
  • Once in the builder you can modify fields

Deleting Field Sets

  • Select a Custom Field Set and click the trashcan icon to delete the set

** Any information stored in this Custom Field Set will be lost