How to Edit a Custom Field

This article provides instructions on editing custom fields within your Pabau account. Editing custom fields allows you to refine and update information to better suit your needs.

Step 1: Access Custom Fields

Log in to your Pabau account, navigate to the left sidebar menu, and click on Setup. From there, click on Data under the Business section and choose Fields.

Step 2: Selecting the Field to Edit

Locate the custom field you wish to edit and click on its name.

You can utilize the search bar in the upper right corner to quickly find the desired field.

Step 3: Making Changes

Once in the editing interface, make the desired changes to the custom field. The editing process closely resembles that of creating a new field.

Step 4: Saving Changes

After making the necessary adjustments, click on "Save" located in the upper right corner to confirm and save the changes.

By following these steps, you can edit custom fields in your Pabau account, ensuring that your data remains accurate and up-to-date.

For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.

Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.