▶️ Edit a Contact Profile Tab

To update or edit the custom fields in a contact tab that you have previously created, please follow the instructions below. 

 

  1. From the main menu, click  Name > System Settings

  2. Once in System Settings, click Contact Tabs from the side menu

    Screen_Shot_2018-11-12_at_12.02.30.png

  3. Click the Pencil icon next to the Contact Tab you wish to edit
    Screen_Shot_2018-11-12_at_12.02.46.png

  4. In the Contact Tab editor, you can edit or delete existing custom fields in the tab view by clicking on the three dots icon for the field you wish to modify

    Screen_Shot_2018-11-19_at_6.36.48_PM.png

  5. The Order and Positioning of multiple custom fields can be updated by dragging and dropping each field into it's desired location

    Screen_Shot_2018-11-12_at_12.02.59.png

  6. You can also add a new custom field into the tab by clicking Add A New Field inside of the tab editor

    Screen_Shot_2018-11-12_at_12.02.59.png

  7. Select New Field and click on the field you wish to add.
    Screen_Shot_2018-11-12_at_12.08.10.png

  8. Fill out the Field Name and Help Text sections. Click on Save button to save changes.
    Screen_Shot_2018-11-12_at_12.09.22.png

  9. Repeat steps 4-7 as needed. Click Save when complete.
    Screen_Shot_2018-11-12_at_12.02.59.png

   

If you have any questions or comments on any of the instructions above, please feel free to reach out to us at any time at support@reiblackbook.com 

 

 

 

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