Arrange account and contact forms
Group fields into sections, put them in the order your team works, hide what you don't use, and turn industry and tier into pick lists.
For: Workspace adminsSteps
- Open Settings → Layouts & picklists and choose Accounts or Contacts.
- Use ↑ and ↓ to reorder fields, Move to to put a field in another section, and Hide for fields you don't use. Hidden fields keep their values.
- Add a section, or rename one, for your own grouping — for example a Logistics section for your custom fields.
- Select Save layout. The New / Edit form and the details on every record follow it straight away.
- Under Picklists, enter one industry or tier per line and select Save picklists. People then choose from the list instead of typing.
Good to know
- The name always comes first and can't be hidden.
- New custom fields join the last section until you move them.
- Reset to default brings back the original layout.
Still need help? Contact support