Bundling Custom Fields Together
When creating bundles in Custom Fields, the bundle will be the section header on the activity report. Use the same bundle for custom fields that you want to group together.
🔑ACCESS LEVEL: Owner or Editor
ℹ️ NOTE: If you leave the bundle field blank, your custom field will appear under a section called Custom Fields.
To create a new custom field bundle:
- Go to Team Settings
- Scroll down to the Custom Fields and Timestamps section
- Click on the module you are updating
- Click Edit in custom field
- Put your cursor in the Bundle dropdown
- Type the name you want the bundle to have
- Click Save Changes at the bottom of the screen
If you leave the bundle field blank, your custom field will appear under a section called Custom Fields.
Note the bundles highlighted on an activity report below:
