Modifying custom fields in the system
You can change a custom field's name and description, change properties such as whether the field is unique, and change the custom field group that it belongs to.
The changes that you make to a custom field are also reflected in other contacts associated with this custom field. For example, changing a custom field's name also changes the name in all contacts to which the custom field is applied in NexJ CRM.
You can also filter the list by custom field group and status by selecting a value from the All and Any Active Status fields at the top of the list.
To modify a custom field type:
- Navigate to the Entity Codes page.
- In the Custom Field Types tab, click the Custom Field Types subtab, and select a custom field type from the custom field types list.
- To modify a custom field's properties:
- To modify contact types for a custom field:
The custom field is modified.