Quill CRM
Custom Fields article

Managing Custom Fields

Managing Custom Fields

Each custom field has action buttons:

  • Move: Move the field from group to another by drag and drop
  • Edit: Modify field settings
  • Delete: Remove the field

Managing Groups

Each group has action buttons:

  • Duplicate: Make another copy of the group with the same fields
  • Edit: Rename the group
  • Delete: Remove the group (fields must be moved or deleted first)

Note: Groups help you organize related fields together, making it easier to manage large numbers of custom fields.