Custom Field Grouping

Any custom fields can be grouped together by administrators, making them easier for users to navigate and find.  Users can collapse sections they don’t need to reduce the number of custom fields they see in the custom tab.

As an administrator, make sure any related custom fields are suitably grouped together in the list.  Click the ‘Group’ button at the bottom of the custom field admin page to create a new group heading.  Drag this to the top of your list of related fields. 

Anything below this group heading (until you reach the next group heading or the bottom of the list) will count as being part of that group.

In the custom tab on records, users can elect to collapse sections they don’t need by clicking this icon.   

This only affects the display on custom tabs.  On person Info pages, there is no effect on how the custom fields are displayed.