Change The Order Of Fields

You can adjust the order of your fields at any time to match the way you prefer to work, allowing you to organise your layout so the most important information appears first, making data entry faster and more consistent for your team.

You can reorder fields for the following:

• Contacts
• Appraisals & Listings
• Property
• People

This article will guide you through reordering fields.

Contacts

1. Click the account name in the top left corner (to the right of the "Grow CRM" switcher).
2. Click Account Settings.
   
3. On the side menu, click Fields.
   
4. At the top of the page, select Contact.
5. Select the required tab:
   • Overview
   • Buying
   • Looking To Rent
     
6. Click and hold your cursor on the Field name.
7. Drag and drop the field to the new position.
   

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Appraisals & Listing

1. Click the account name in the top left corner (to the right of the "Grow CRM" switcher).
2. Click Account Settings.
   
3. On the side menu, click Fields.
   
4. At the top of the page, select Appraisal & Listing.
5. On the left-hand side, select the required section:
   • Address Details
   • Appraisal Details
   • Listing Details
   • Property Details
   • Property Features
   • Images & Copy
   • Internal Notes
     
6. Select the required tab:
   • Residential Sale
   • Residential Rental
   • Holiday Rental
   • Land
   • Rural
   • Commercial
      
7. Click and hold your cursor on the Field name.
8. Drag and drop the field to the new position.
   

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Property

1. Click the account name in the top left corner (to the right of the "Grow CRM" switcher).
2. Click Account Settings.
   
3. On the side menu, click Fields.
   
4. At the top of the page, select Property.
5. On the left-hand side, select the required section:
   • Address Details
   • Property Details
     
6. Select the required tab:
   • Residential
   • Holiday
   • Land
   • Rural
   • Commercial
      
7. Click and hold your cursor on the Field name.
8. Drag and drop the field to the new position.
   

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Person

1. Click the account name in the top left corner (to the right of the "Grow CRM" switcher).
2. Click Account Settings.
   
3. On the side menu, click Fields.
   
4. At the top of the page, select Person.
5. Select the required tab:
   • Profile
   • Financial
     
6. Click and hold your cursor on the Field name.
7. Drag and drop the field to the new position.
   

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