View CF Reference Lists
- 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.
-
In the Custom Fields Reference List page, select the one
of following tabs to access the tab-specific page:
- Lists - If you are adding or modifying a reference list, see Add CF Reference Lists.
- Auxillary - view active auxiliary fields.
All Auxiliary fields display by default. If you are viewing reference list information, from the table, select the list by clicking the list name in the Name column.