Create a Folder for User-Defined Fields

Updated 2 years ago by Isabelle

You can group similar user-defined fields into folders and sub-folders to a maximum folder depth of three levels. Grouping user-defined fields into folders is particularly useful if you have a large number of user-defined fields. Grouping them makes them easier to find and reduces the amount of scrolling needed to find the one you are looking for.

  1. In the left navigation pane, click Administration, and select Set Up User-Defined Fields.

  1. Select the tab for the category of user-defined fields you want to work with.
  1. To create a top-level folder, select the Address Book name at the top of the list.

– or –

To create a folder within an existing folder, select the existing folder.

  1. Click Add Folder.

  1. Enter a name for the new folder, and click Save.
User-defined field and folder names cannot contain forward slash or backward slash characters ( / \ ).
The new folder now appears in the user-defined fields list.
If you set the folder to hidden, it is not displayed on the User-Defined Fields tab when you clear the Show hidden fields option.
  1. Move the new folder to a different position in the list, if desired.

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