Skip to main content

How to Edit Custom Field Information on a Client's Profile

Beatty W avatar
Written by Beatty W
Updated over a week ago

To edit or add information into an existing custom field on a client's profile follow these steps!

Navigate to the client profile that you want to edit.

Scroll down to the custom fields section of the profile and click the edit button.

Once in the edit screen, you can click on a specific field to either change the text value or the dropdown value. After you've made your updates, click save!

Currently, custom field information can only be edited/added directly on a client's profile - it is not able to be imported at this time.

Did this answer your question?