View CF Reference Lists

You must have at least one client added to the client organization. You must have access to view the configuration.
View all reference list information that are used in custom fields. For more information about values used in custom fields, see Custom Fields Configuration.
  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 > CF Reference List on the left navigation menu.
  4. 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.