Editing a User Defined Field or Custom Tab

Certain elements of a UDF may not be editable depending on the circumstances:

• Field Type cannot be changed after you save the User Defined Field. See Unassigning a User Defined Field for details on changing the Field Type.
• If a field is Required:
  • The Move To Tab field cannot be changed and the field cannot be moved. This is because required fields must appear in an App Area's Main tab.
  • It cannot be moved to the Checkout App Area.
  • See Moving an Assigned User Defined Field to Another Tab for additional details.

To edit a User Defined Field

If you configured a custom tab, the custom tab can be renamed here as well.

1. Go to Meevo > Data > User Defined Fields.
2. Select Field View.
   
3. Locate the field you wish to edit. You can use the filters or enter a Search term to refine the list.
4. Select Edit in the row.
   
5. Make your desired changes and select Save Field when finished.

To edit a custom tab

1. Go to Meevo > Data > User Defined Fields.
2. Select Tab View.
   
3. Select Edit in the row.
   
4. Edit the Tab Name.
5. Select Save when finished.