Custom Field Groups in your 800.com dashboard help you organize related custom fields into structured groups, making it easier to manage and review your call data.

Instead of managing all custom fields individually, Groups allow you to group similar fields together based on business function, workflow, team, or industry. This is especially helpful for organizations managing multiple accounts or businesses with different data tracking needs.

For example:

• A hotel business may use fields related to reservations, room types, and guest requests
• An automotive business may use fields related to vehicle make, model, appointment type, and sales outcomes

Grouping fields together helps keep your workspace organized and improves reporting consistency across teams.

Accessing Custom Field Groups

To access Custom Field Groups:

1. Log in to your 800.com dashboard
2. Click Settings
3. Select Custom Fields
4. Navigate to Groups

From here, you can view, create, edit, and manage your Custom Field Groups.

Creating a Custom Field Group

To create a new Custom Field Group:

1. Open the Groups section
2. Click Create Group
3. Enter a Group Name

4. Click Create Group

   

   

Once saved, your fields will appear grouped together throughout supported workflows and dashboards.

Adding a Field to a Group

Add a Field to a Group:

1. Open the Groups section
2. Choose the group you want to add a field to, This can be done by selecting the 3 dots menu to right of the group or by clicking on the group name
3. Click Add Field
4. Select a Field

5. Hit Add

   

   

Once saved, your new fields will appear in the group.

Account-Level vs Organization-Level Groups

Custom Field Groups can be managed at both the Account and Organization level.

Account-Level Groups

If your account does not belong to an Organization, Account Admins can create and manage their own Custom Field Groups.

This allows individual accounts to organize fields based on their specific business needs and workflows.

Organization-Level Groups

If your account belongs to an Organization, you may see Field Groups created and managed by your Organization Admins.

These groups help standardize field organization across multiple accounts and teams.

⚠️ Note: If a Field Group is controlled by your Organization, access to fields within that group may change if the Organization updates permissions or restricts group access.

Benefits of Using Custom Field Groups

Using Custom Field Groups can help you:

• Organize related fields together
• Reduce clutter in large field lists
• Standardize workflows across teams
• Improve reporting consistency
• Simplify field management for multi-location or multi-industry organizations

Editing a Custom Field Group

To edit an existing Field Group:

1. Navigate to the Groups section
2. Locate the group you want to update
3. Click the three-dot menu next to the group
4. Select Edit Group
5. Make your changes

6. Click Update Group

   

   

Deleting a Custom Field Group

To remove a Field Group:

1. Open the Groups section
2. Click the three-dot menu next to the group
3. Select Delete

4. Confirm the deletion by clicking Yes

   

   

Deleting a group does not delete the individual custom fields assigned to it.

Need Help?

If you have questions during this process, you can reach out to our support team via email: support@800.com.