Show/Hide fields based on selected value

#1

I have two types of contacts in our CRM. I would like to be able to show certain fields for one type and show other fields for the other type.

Is this possible to have this behavior?

Thanks.

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#2

Welcome to the forum, JT!

I suggest using views to make this happen. Build your master list in the main view, then create two new views. Each view can have fields shown/hidden as you wish, independent of all other views.

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#3

Hello @JT_Kirk,
Using two different Grid views would allow you to select the columns displayed for each of these views.
You can then use the filter in the toolbar to select the type of contact that your grid will show

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#4

Got it! Just read your other post and came to the same conclusion.

Thanks.

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