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Editing custom contact fields

Here's how to edit custom contact fields:

  • Mouse over "Settings" and select "Custom fields" 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.
  • Be sure to save any changes, and repeat the process as needed to edit any other custom fields.
  • Please note: only custom fields can be edited. If you mouse over a field and the link to edit doesn't appear, that means it's a default field and cannot be edited. You can, however, click and drag that field to move it.
  • Need to edit a custom pipeline field instead? Learn how to edit a custom pipeline field here.
Next up:
Editing custom pipeline fields
Edit, update, change, adjust
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