How can I rename the field?
September 22, 2016 15:00
You can rename the field within the "Administration".
Rename the field
- Click on the “User” and select “Administration” from drop down menu.
- Click on "Fields & Forms".
- Click on the corresponding Pipeliner Form you would like to customize i.e. Account, Contact, Lead or Opportunity.
- Click on the "Edit" (pencil icon) within the "Actions" column for the corresponding field. You can rename the field when editing the Form as well.
- Write the new name for the field and click "Save" button.
Note: You must publish the changes! After publishing, all Pipeliner users need to synchronize in order to see the changes!