Adding or Editing a Header Section

Introduction

This feature allows you to add or edit a header section.

Procedure

1.      From the Custom Field main screen, use the Section drop-down list to manage your header sections.

2.      From the Custom Field Section screen, click either Add or Edit.

The following screen is displayed:

Custom_Field_-_Section_-_Add_or_Edit_Field.png

Adding/Editing a Custom Field within a Section

3.      Use the Community section to specify the communities that will be able to see this header section.

Note: This is displayed only for Account sections.

4.      In the Name field, enter or update the name of the header section.

5.      Change the selection in the Display box to indicate if the header section should be displayed on the appropriate Custom Field screen.

6.      In the Sort Order field, enter or change the number to indicate where the header section should be displayed in relation to the other header sections on the same Custom Field screen.

7.      Click Save to keep your changes.

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