Modify Custom Fields

You can modify saved custom fields for a client. If you change an existing field configuration that is in Active status, your changes are immediately available in the application and are visible to the client organization.

1. Navigate to the Clients page on the Configuration view.
2. Click the link in the NAME column for the client whose information you want to modify.
   The Client Info page appears.
3. Select Settings > Custom Fields on the left navigation menu.
4. Select the tab where your custom field appears.
5. 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 .
6. Click .
7. Modify the field details.
8. Click .