Editing Existing Fields Go to People → Manage Custom Fields Click the edit button (pencil icon) next to any field...

Naming Guidelines Be descriptive: “Last Service Date” not “Date1” Stay consistent: Use similar naming patterns across fields Avoid confusion: Don’t...

Common Issues Custom Fields Not Appearing in Forms Problem: Created a custom field but don’t see it when editing contacts...

General Questions Q: How many custom fields can I create? A: There’s no hard limit, but we recommend 10-15 fields...