Modifying Custom Fields

Unifyr Support
Unifyr Support
  • Updated

To update a custom field:

  1. Navigate to   > Settings > Forms & Fields.
  2. Select the category of custom field, e.g. Partner or Deal.
  3. Go to the Custom Fields tab, find the field you want to edit, and click on it to open it for edit.
  4. Make changes as required.

    Note: you can't update the Internal Name and Field Type values for a field - you may need to delete the field and recreate it if you want to modify these values.

  5. Click Save.

To provide translations of custom fields, click on the Translations link in the left sidebar. This will take you to the Partner Portal > Translations > Forms & Fields page, where you can configure translations. For more information, see Translate a Custom Field.

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