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Reorder Client Custom Fields

Dave Blake avatar
Written by Dave Blake
Updated over 2 weeks ago

ClientSuccess Admins can simply reorder their Client Custom Fields via drag-n-drop in Global Settings > Field Settings > Client.

Grab the handle to the left of the custom field name and move it into the order that you want the fields to be displayed. The Custom Fields will immediately be visible with the new order in the Client Record.

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Note: Custom Fields can be reordered as many times as you like with immediate visibility.

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