Managing Custom Client Fields

Once you have created custom fields, you can perform various action on them.

Editing Custom Field Groups and Fields

1. Access the Custom Client Fields page 
2. From the Custom Client Fields page, click edit in the group or field row.
   
   The Edit Custom Field Group or Edit Custom Field page appears.
3. Make any necessary updates you need.
4. Click Update.
   

Deleting Custom Field Groups and Fields

1. Access the Custom Client Fields page 
2. From the Custom Client Fields page, click delete in the group or field row.
   
   A confirmation message appears.
3. Click Yes.
   

Reordering Groups

• To change the display order of custom field group, click and drag the label to the desired position.