CRM: Types - Update Types For Custom Fields


1. Begin by accessing your profile, and click the "Admin" from the left side menu. 

2. Next, you will need to click on "Form Builder".

3. Then, choose a form to edit.

4. Click on an existing field title and you can edit the form options for that specific title. (NOTE: YOU HAVE TO CLICK ON THE LABEL TEXT IN ORDER TO CHANGE THE NAME OF THE EXISTING FIELD)types

You can also click and drag new options from the right side of the screen over to the left to make them active.  

You can also click and drag an option back to the right side menu to remove it from the selected form. 


Once completed, click the save button to finalize the custom field.



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