Reordering Custom Fields

Control field display order for better data entry flow.

Reordering Methods #

Drag and Drop #

1. Navigate to PloverCRM → Settings → PloverCRM
2. Scroll to Custom Fields section
3. Click and hold drag handle (⋮⋮) next to field
4. Drag to new position and release
5. Saves automatically

Manual Order Numbers #

1. Edit the field
2. Enter number in Order field (lower = first)
3. Save

Tip: Use increments of 10 (10, 20, 30) for easier insertion later.

Where Order Applies #

Field order affects contact forms, API responses, mobile app, and CSV exports.

Within Groups: Fields are ordered within their assigned group. Group order determines which group appears first.

Best Practices #

Logical flow:

1. Identification (name, email, phone)
2. Company info (company, title, industry)
3. Location (address, city, state)
4. Additional fields

Frequency: Place frequently used fields first, rarely used at bottom

Required fields: Place near top, end with optional fields

Common Patterns #

Sales: Contact Name → Email → Phone → Company → Industry → Deal Size → Lead Source

Support: Contact Name → Email → Phone → Issue Type → Priority → Product → Account Number

Events: First Name → Last Name → Email → Phone → Company → Job Title → Dietary Restrictions

Troubleshooting #

Drag not working: Check console errors, try different browser, disable extensions

Order not saving: Verify Super Admin role, try manual order numbers, clear cache

Wrong order: Refresh (Ctrl+F5), check if fields in different groups

Last updated: February 3, 2026