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How do I edit default fields for accounts/contacts?

Maxime
  • Updated

To edit default fields you need to follow next steps:

  1. Click on Account submenu from CRM module.
  2. Click on Monosnap icon from the right side of the page then click on CRM settings.Create
  3. Click on default field's Monosnap icon from the right side of the page then click on Edit.Default
  4. For adding new values click on Monosnap icon, add text into Value field then click on Save button.DefaultDefault
  5. For edit an already existing value click on value's Monosnap icon then click on Edit button.Default
  6. Edit the value then click on Save button.Default
  7. For deleting a value click on value's Monosnap icon then click on Delete.Default
  8. Click on Yes.Default

For doing the same thing to contacts, before step 3 click on Contacts submenu then follow every steps from above.Custom