Modify Custom Fields
- Navigate to the Clients page on the Configuration view.
-
Click the link in the NAME column for the client whose
information you want to modify.
The Client Info page appears.
- Select on the left navigation menu.
- Select the tab where your custom field appears.
- In the table, select the field to modify. You can also search for the field by entering text in the Enter Custom Field Name search field and click .
- Click .
- Modify the field details.
- Click .