Editing an Additional Field
A user with the Additional Forms Admin permission can edit an additional field that has been added to the default Contract, Company, or Project Profile screen by changing its name, editing the Quick Tip that displays when the user hovers over the field, and making the field optional/required. The Admin can also re-design the Additional Fields section of the Profile screen by adding/removing headings (Information Panels) and moving fields from one column to another.
If the field is one of the special field lists, the Additional Forms Admin can update the Person Filter (Person Field), edit the Parent Field (Linked Combo Field or Linked Multi-select Field), or change the Default Value (Hyperlink Field). The Admin can also add more fields to the Additional Fields section of the Contract, Company, or Project Profile screen, but they cannot delete any of the existing fields. However, a field can be hidden so that users do not see the field when they add the Profile.
In the steps below, we are editing the additional fields in the Contract Profile screen, but the procedure is the same for the additional fields in a Company Profile and Project Profile.