Customize Your Standard Fields And How You Add Data

hello vipers

let's talk about pipe cloud's latest

feature allowing you to customize your

experience in the system and this is

sortable fields and

create cards for standard fields and

custom fields and so this will make it

easier for you to organize data in a way

that makes sense for your workflows and

services what matters most for you at a

glance

and so to show you what we're talking

about here go to the it's add item to

add a new contact

and what's going to be customizable here

is your ability to determine where it is

that fields display on this create

contact card

and which sections they appear in so

let's say that there are some custom

fields that you

frequently use you're always using when

you're adding a new contact and it would

be helpful to be able to just have them

all in a particular order

up higher under the basic fields

additionally there are you got the basic

fields and additional standard fields

and there's a lot of information here

that can be also very critical to every

single time you're creating a contact

you want to have it

nice and easily surfaced and in a

particularly like logical order and now

you can do just that

uh plus these

standard fields are now sortable on the

contact record as well and that's

something i'll be showing you in a

second

so how to do this

first you want to go to the get started

page under setup right here

which is where i am right now and then

you can go to customizations

and all this is found under fields

by the way all of this applies to

contacts accounts and opportunities

though i'm just going to be talking

about contacts right now because it all

applies equally across the the different

uh item types

so let's go to custom

we have our two custom fields that we

want to

have ordered much higher on the contact

create

so what we can do is uh well first of

all you can see where these are going to

appear based on this right here create

card these are both

custom

hit the pencil icon to edit

and then we can tweak this over

to basic

and also just to note

and this is actually not a change in the

system is that you can always

set uh this as required and actually

that's going to by default

bump that up into the basic section

because uh by definition when a field is

required and you are needing to add that

information every time you create a

contact it just makes sense for it to be

easily visible

but for right now we're going to do this

and so to quickly check head over here

go to contact and there we go

now these two custom fields are sorted

under basic fields

now we're going to go take our

mobile phone field

and make that add that to the basic

create card

and i'm also going to demonstrate how

these standard fields are now sortable

so let's move that mobile phone

up between last name and email

we can go right here here

contact and there we go

the mobile phone is now listed right

there

and

let's add a new contact here

just gotta create quickly create a dummy

contact here let's create and go to

and there we go

now this mobile phone is listed in a

different order than it would have been

by default

and these custom fields are still where

they are

so this doesn't necessarily change the

custom fields being displayed up in

the uh the details section up here

but it makes them nice and easy to add

in an order that is logical for uh for

your particular use case

and also both of these sections are now

sortable from

within so

we'd love to hear any feedback that you

have about this let me know if you have

any questions about this

and happy selling