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Edit a Custom Field for Accounts

Edit a Custom Field for Accounts

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Edit a Custom Field for Accounts

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1.Click the Settings tab.

2.Click Accounts from the accordion menu at left side of the screen.

3.Click the Custom Fields link.

4.The Custom Fields for your Accounts will display in the menu at right of the accordion.

5.Click the Custom Field that needs editing.

6.The information of that Custom Field will display in an editable format.

7.Edit as needed.

8.Click Save when finished.

 

 

 

 

See Also

Add an Account