Modify custom fields in drop down lists
planned
Jeffrey Bookbinder
It would be great if we had the ability to delete, inactivate, and rename any custom fields we created (not including the Face Sheet). Currently, we can only add custom fields and, once they are created, they cannot be edited. For example, in Contacts, we can add new categories and add new custom fields to appear in the drop down lists. If they are no longer needed or are misspelled, we are unable to modify.
Jeffrey Bookbinder
Thanks, Tulio! I appreciate y'all considering the enhancement request. Regarding customizations and related functionality to add/edit/inactivate settings, the top of my wish list would be to have an Admin module (say, a tile that sits in the vertical banner on the left side of the screen) where all drop down lists could be housed. That is, moving away from the drop down list customization currently found in the various screen you're on (Contacts, Face Sheet, etc.) and putting those as individual tables in this Admin module. Then, we could further control via permissions who even has access to this module so that only specific users can edit settings, but they can still have full permissions over the Face Sheet, Contacts, etc.
My other idea here would be to put each of the drop down tables as options within Center Settings with the same purpose. I think visually it would help organizations find each "table" or drop down category with more ease rather than remembering which screen does or does not have an associated drop down option that can be customized.
Tulio Silva
Thank you so much for taking the time to share these ideas — this is fantastic feedback and clearly comes from real hands-on experience with the platform! 🙏
I'll be bringing this to our Product & Development Team for discussion. While I'm not able to confirm whether or when these features will be developed, I want you to know that your input is valued and will be carefully considered. I'll make sure to keep you updated as we learn more.
In the meantime, I'd love to understand a bit more — are there other areas of the platform where you feel more customization would help your workflow? Any additional detail helps us build a clearer picture to share with the Product Team.
Thanks again for the thoughtful feedback!
Tulio Silva
updated the status to
planned