Arrange CRM Fields Around the Way Your Team Works
Group, reorder, and hide fields on contacts, companies, opportunities, and custom objects without deleting their data.
What’s New
Each CRM object can have its own field layout. Named groups and drag-and-drop ordering control what your team sees when creating, editing, or reviewing records.
Why It Matters
Important leasing, sales, or service details can appear first rather than being buried among fields your team rarely uses.
What’s Included
- Named, reorderable field groups for each object type.
- Consistent layouts across record creation, editing, and profile views.
- Hidden fields that retain their stored values.
- A Reset to standard option to restore the default layout.
How to Use It
- Open GREENstick Business App → Administration → CRM Objects.
- Choose an object and select Organize layout.
- Arrange fields and groups, then select Done.
Good to Know
Each group needs a unique name and at least one visible field. New fields initially appear as unassigned; hiding a field does not erase its values.
Availability
Available Now
Affected Customers
Businesses managing contacts, companies, opportunities, or custom CRM objects.
Action Required
Use Organize layout to customize each object’s record view.
Explore This Update in GREENstick Business App
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