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Streamlined Custom Fields With Live Preview And Object Selector

Streamlined Custom Fields With Live Preview And Object Selector

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In this episode of Rachel Reveal... we walk through an update that streamlines custom fields inside Rachel AI, an all-in-one business platform. The redesign cleans up the interface, highlights unique and searchable fields, and introduces an object-based view selector so you can switch quickly between Contacts, Opportunities, and other objects. A live preview shows how fields will appear on contact pages, and a simplified Create Field workflow makes adding attributes fast and intuitive. Together these changes reduce setup time, cut errors, and keep lists organized — helping marketers, agencies, and sales teams manage customer data more efficiently at scale. Learn more about the Rachel AI all-in-one business platform at the Rachel.ai website.
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