How to Edit a Custom Field on a Household or Contact

How to Edit a Custom Field on a Household or Contact

Go to the Contacts Workspace and open the record of the Household or Contact you want to make changes to.

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Go to the Details tab and find the Custom Fields card. Double-click on the Custom Field you want to make changes to.

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Make the desired changes to the Value field. Click OK when finished.

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  Note:

  • The Value field is the only part of the custom field that can be modified this way.

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