Change a custom field after you create it

Rename, reorder or switch off a custom field on Settings → Custom fields. Fields can't be deleted. Switching one off keeps every value already entered.

Edit or reorder a field

1. Open Settings → Custom fields and pick the record type.
2. Press the field's row and change its name, default, required flag or visibility.
3. Press Save changes on the web, or tap Save in the app.
4. To reorder on the web, drag a row by its handle.
5. In the app, tap the three-dot button on the row, then Move up or Move down.

Switch a field off

1. Turn off the switch on the field's row.
2. Confirm in the dialog that names the field.

What you see

A reorder shows Order saved, and records list fields in that order. A field switched off moves into Inactive: It stops appearing on new records. Nothing is deleted — find it under Inactive to turn it back on.

The type can't change

The type is fixed once a field exists, because records may already hold values in it. To use a different type, deactivate this field and add a new one.

Who can do this

It needs Manage financial settings, held by owners and admins by default. Others ask an owner or admin under Settings → Team & roles → Roles.