How do I create groups and sub-groups of Contact fields?
Introduction:
This guide details the process for creating groups and sub-groups for contact or deal fields. This enhancement allows for a more organized and hierarchical structuring of contact information.
Access Contact Custom Fields:
In the setup options, select "Contact Custom Fields" to access the relevant page.
Add Groups and Sub-Groups:
After enabling the feature, you can access the association of contacts functionality. Here's how to do it:
Initial Setup: Previously, only the "Add Another Form Field" option was available. Now, the "Add Group" option is also provided.
Add a New Group:
Click on the "Add Group" button.
Enter the group display name and parser name.
Optionally, add a tooltip info icon for the group.
Click "Save" to create the group.
Add Fields to the Group: Within the group, use the "Add Another Form Field" option to include fields. You can add up to three levels of groups within a single group. Beyond three levels, only form fields can be added.
Configure Field Display Conditions:
Set Display Conditions: Each group or sub-group can have conditions set to control their visibility based on field values. For example, if a field (e.g., Text 11) has a value, the group will be visible. If the field is empty, the group can be hidden.
Configure Show/Hide Functionality: Define conditions using options such as "Has Value" or "Is Empty." If a specific condition is met, the group will be shown or hidden accordingly.
Save and Reflect Changes:
After configuring the groups and fields, save the settings. The changes will be reflected in the contact fields interface, displaying the newly added groups and fields.
Verify in the Contact Interface:
Navigate to the contact interface to verify the new setup. Ensure that the groups and sub-groups are displayed correctly based on the configured conditions.
Conclusion:
This enhancement enables a structured approach to managing contact fields, allowing for better organization and visibility of data based on hierarchical grouping and sub-grouping.
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