Renaming Existing Custom Field Folders
upcoming
C
Christopher Tollette
We can not rename the standard custom field folders (i.e. Contact, Additional Info, General Info)
Currently I am having to create new folders (i.e. Homeowner Info, Summary, Proposal Notes)
in order to have it labeled the way I want. Even in doing this my clients still see the standard folders, even though there is no custom fields inside them anymore.
I think if we could change the names of the standard folders, it would be a great way to allow us to customize our sub-accounts specific to our niches (i.e. solar, realtor, etc.)
Would be nice to see this done.
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