How can I rename the field?

Karel Tinka

September 22, 2016 15:00

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You can rename the field within the "Administration".

Rename the field

  1. Click on the “User” and select “Administration” from drop down menu.
  2. Click on "Fields & Forms".
  3. Click on the corresponding Pipeliner Form you would like to customize i.e. Account, Contact, Lead or Opportunity.
  4. 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.
  5. 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!

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