1. 1. Drill down into a contact or company

    Note:  If the Custom Field is for a Contact, drill-down into any contact. If the Custom Field is for a Company, drill-down into any Company.

  2. Expand the Details dropdown and Click on ‘Edit layout/Add Fields’.



  3. Click on the edit button for the Custom Field you would like to edit.




  4. Enter your new Custom Field caption and click Save.