How to Edit a Custom Field

Modified on: 2014-11-14 14:50:36 -0600

The following video will show you how to edit a custom field in SharpSpring. However, if you prefer, a written step-by-step guide is available below the video for your convenience.

Step-by-Step Guide to Edit a Custom Field 

Step 1: Click on the gray "System Admin" button located in the top right corner of the app.

Step 2: Select "Settings."

Step 3: On the left side panel, click on "Custom Fields." This is located under the "Features" section of the panel.

Step 4: On the "Custom Field Manager" page, find the field that you want to edit.

Step 5: Scroll to the right side of the page directly across from the field name. Click on the gray "Options" box (Looks like a gear).

Step 6: Select "Edit Field" in the single-option drop down menu.

Step 7: In the pop up menu, you can change the field label and type.

Step 8: Once you have made your changes, click on the blue "Update Field" button. You've edited a Custom Field!

Did you find it helpful? Yes No

Can you please tell us how we can improve this article?