- Expand the Sidebar and click on Settings
- Click to expand the My Agency section and select Manage Custom Fields
- Select the appropriate Record Type in the top left corner
- Click the pencil icon to the right of the field/card you wish to edit
- To delete a field entirely, click the Delete Field link
Tools and Data Management
Setting Database Backup Permissions
- Expand the Sidebar and click on Settings
- Click to Expand the My Agency section and select Manage Users
- Click the edit icon to the right of the person you wish to set database backup permissions for
- Under the user’s Permissions, click to expand the Agency section
- To the right of Access to Database Backup, set the appropriate permission and click the Save button when complete
Allowing or Restricting a User from Running Contact Imports
- Expand the Sidebar and click on Settings
- Click to Expand the My Agency section and select Manage Users
- Click the edit icon to the right of the person you wish to set Contact Import permissions for
- Under the user’s Permissions, click to expand the Agency section
- To the right of Can Run Contact Imports, set the appropriate permission and click the Save button when complete
Setting Delete Permissions for a User
- Expand the Sidebar and click on the Settings icon
- Click to expand the My Agency section and select Manage Users
- Click the edit icon to the right of the person you wish to set delete permissions for
- Under the user’s Permissions, click to expand the Records section
- To the right of Deleted Records, set the permissions for each record type then click Save