Editing custom contact fields

Here's how to edit custom contact fields:

• Mouse over "Settings" in the navigation bar and select “Customize your CRM” in the menu.
• Please note: only admins can edit custom fields. If you don't see that option, you'll need to contact an admin on your account.
• Select either "Contacts" or "Companies" depending on where the desired field is saved.
• On the next page, mouse over the desired field, and then click on the "Edit field settings" link that appears.
• In the dialog that opens, edit the name of the custom field.
  
  • If the field is a Dropdown or Checkbox list, you can also edit the options within that list.
  • If the field is a Date field you can edit the way it appears on your calendar as well.
  • If the field is an Email, Address, Phone, or Website field you can edit whether the field accepts multiple entries, and set the available types.
  • Note that emails cannot be logged if the email address is saved in a custom email field. If you’d like to log emails, you’ll need to use the default Email field instead.
• Be sure to save any changes, and repeat the process as needed to edit any other custom fields.
• Please note: default fields have limited editing options. However, you can click and drag default fields to move them. Or, delete the default field and create a new custom field to be used instead.
  
  • Only the email, phone, and address default fields can be edited. Learn more about customizing these fields here.
• Need to edit a custom pipeline field instead? Learn how to edit a custom pipeline field here.