Editing Custom Fields

To edit a custom field:

1. Locate it in the Custom Fields table.

   

    

2. Click the “edit” link in the row of the field that you want to edit.

3. The Custom Field Details screen opens in edit mode, with the current values for the field displayed in editable fields.

   

    

4. From this screen you can:

• Edit the Field name.
  NOTE: The new (changed) field name will be displayed on the customer and payment screens, and in any transaction details pages you view or email—even for transactions processed prior to the change.

• Change the Field location. You can switch a field from the Customer module to the Payment module, or from the Payment module to the Customer module.
  NOTE: If you do this, any values stored in the field will not be transferred to the new module; they will be treated as if you deleted the field. For example, if you had a Customer field for “Apartment #” and changed that field to a Payment field, the value saved with the Customer Record would be deleted, and you would need to enter it again on each new payment processed for the customer.

• Change the Field type. If you change the Field type to a DropDown from any other Field type, you will need to define the drop-down list items. (See above for instructions on how to do this.)
  NOTE: Be very careful when changing the Field type, since it is possible to lose saved data when you do this. For example, if you change the Field type from Text to CheckBox you will lose all previously saved data in the field.

• Change or remove the Default value.
  NOTE: If you change or remove the Default value, all previously saved customers and previously processed payments will not inherit the new value.

5. When you’re finished making changes, click the “save changes” button to save your work. Or click the “cancel” button to discard it, and keep the field as is.

6. You return to the main Custom Fields screen, and the table will reflect any changes made.

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