How To Edit A Custom Field

Created by Belinda Henry, Modified on Sat, Jul 8, 2023 at 6:19 PM by Belinda Henry

   

How To Edit A Custom Field

The Contact Settings Tab is where you can manage the Custom Fields that allow you to capture data that is permanent and unique to each contact.

Here's how to Edit a Custom Field:

Contacts Settings - How To Edit A Custom Field - Step 01

Click "Contacts"

 

Contacts Settings - How To Edit A Custom Field - Step 02

Click the Settings "settings" icon.

 

Contacts Settings - How To Edit A Custom Field - Step 03

Click the "Edit" "pencil" icon next to the Custom Field you wish to edit.

 

Contacts Settings - How To Edit A Custom Field - Step 04

Click the fields you wish to edit and edit them as desired.

 

Contacts Settings - How To Edit A Custom Field - Step 05

Confirm all of the fields are changed as desired.

 

Contacts Settings - How To Edit A Custom Field - Step 06

Click "Save"

 


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