Managing Custom Fields

Editing Existing Fields

1. Go to People → Manage Custom Fields
2. Click the edit button (pencil icon) next to any field
3. You can modify:
   • Field label
   • Required status
   • Help text
   • Dropdown options (add, remove, rename)
4. Note: Field type cannot be changed after creation

Activating/Deactivating Fields

• Click the toggle button to activate or deactivate fields
• Deactivated fields:
  • Don’t appear in contact forms
  • Preserve all existing data
  • Can be reactivated anytime
• Use cases: Seasonal fields, discontinued categories

Deleting Fields

• Fields with data: Cannot be deleted, only deactivated
• Empty fields: Can be permanently deleted
• Recommendation: Deactivate instead of delete to preserve data integrity

Reordering Fields

Fields appear in forms based on their order in the management page:

• Use drag-and-drop if available
• Or use sort order controls
• Most important fields should appear first