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.