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
.