Finding the right field inside your CRM should be quick and frustration-free. This update makes it easier to search through folders and subfolders, read long field names, and choose the right field when setting up custom values or decision steps in your automations.

📌 Why This Matters

When your customer information is organized across multiple folders, it can take too much time to click through each one just to find a single field. With improved search and cleaner organization, you can build automations faster, avoid missing important fields, and spend more time focusing on running your business.

✨ What’s New

• Search inside nested folders: You can now find matching fields even when they are stored inside folders and subfolders.
• Easier folder navigation: Moving through grouped fields feels simpler and less repetitive.
• Cleaner field organization: Fields are displayed in a clearer way, so they are easier to scan at a glance.
• Better readability for long names: Long field names now show tooltips, so you can read the full field name without cluttering the screen.
• More consistent selection experience: The field picker works in a similar way across custom values and If/Else conditions, making setup easier to learn and repeat.
• Relevant results only: You will only see folders and fields that are available and enabled in the area you are working in.

🛠️ How to Use It

1. Step 1: Open the field picker when adding a custom value or setting up an If/Else condition in your automation.
2. Step 2: Type the name of the field you want to use in the search bar.
3. Step 3: Review the search results, including matching fields stored in folders and subfolders.
4. Step 4: Select the field you need and continue building your automation.
5. Step 5: If a field does not appear, make sure the related folder or dependency is enabled in that setup.

💡 Pro Tip

If your sales or follow-up automations depend on customer details, keeping fields organized and easy to find helps you set things up faster and reduces mistakes that can cost you leads or revenue.