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Procore

Edit a Custom Field Used in Correspondence Fieldsets

 Early Access
The following documents describe functionality that is currently not available in all accounts. Please contact your Procore Account Manager for more information.

Objective

To edit a custom field that is used in correspondence fieldsets.

Background

You can edit a custom field for the Correspondence tool.

Things to Consider

Steps

Edit a Custom Field in the Correspondence Tool
  1. Navigate to the Company level Admin tool. 
  2. Under 'Tool Settings', click Correspondence.
  3. Click the Custom Fields tab.
  4. Click Edit to the left of the field that you want to update.
  5. Update the desired information. you can make the following updates:
    • Field Name
    • For Field Type, if you have chosen Single Select or Multi Select, you can only select or deselect the 'Active' checkbox for each option.
      Note you can not update any other properties under Field Type.
  6. Click Update.

See Also